About Us

Your Advisor Acts As the Conductor
It all starts with managing your plan.

Creating a properly designed and personalized retirement income plan is a key first step. It is also just as important to have someone to manage the overall plan. Your financial advisor can work with you to manage your plan and help to ensure it meets your needs moving forward. Periodic adjustments will be made along the way due to life events, changes in need, or opportunities to reduce investment risk.

Meet the Team
Who You’ll Be Working With

Kerry Poulson

Kerry Poulson

President

503-367-3900

kpoulson@truecourseinvestment.com

Kerry Poulson is President of and Registered Investment Advisor with TrueCourse Investment Management. Advisory services are offered through LaSalle Street Investment Advisors, LLC, an SEC Registered Investment Advisor. He received his Bachelor of Science degree in Financial and Estate Planning from Brigham Young University in 1986. Kerry has over 30 years of financial services experience in a wide variety of companies. Previous roles include Senior Vice President at The Mutual Fund Store and Director and Financial Advisor at Wealth Preservation & Management.

Kerry's broad exposure to banking, insurance, investing and financial planning provides a strong base of knowledge and experience from which to serve his clients. His strong commitment to being an honest, trustworthy advisor that will always act with the client's best interest in mind has been a hallmark of his success.

Learn How to Get Started
With TrueCourse Investment Management

Step 1:
Initial Meeting

We’ll begin with a 15-minute phone call to help both you and us decide if we’re a good fit for one another. We’ll discuss your areas of financial concern and what we can do to help ease your anxiety.

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Step 2:
In-Person or Virtual Meeting

We believe in the importance of meeting face-to-face as we begin to take a closer look at your financial situation. During this meeting, we’ll discuss the strategies we will use to pursue your short- and long-term personal and financial goals.
 

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Step 3:
Think It Over

Take all the time you need to think over the strategies we’ve presented and the ways we can add value to your financial life.  Give us a call if you have any additional questions and be sure to talk with your spouse or family members to make sure everybody is on board.
 

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Step 4:
Implement & Decide

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Contact Us
We Want to
Hear From You

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Get Started