Managing Partner - Financial Advisor

Ian studied Financial Economics and business at University of Oregon and Portland State University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds the additional designations of Chartered Financial Consultant, Chartered Life Underwriter, Certified Family Business Specialist and Retirement Income Certified Professional.

Ian is passionate about teaching people the rules to this crazy game we call life. His expertise lies in his ability to get to know and understand people and help them build flexible strategies for our ever changing world and lives.

Ian lives in Sherwood, Oregon with his wife Jaime, two daughters Zoey and Katie, and son JJ. Away from business, you will most likely find him with family, reading a book or hacking his way around the golf course.

Ian holds the following licenses: Life, Health, Accident, Series 6, 63, 65 and 7.

Shane Allen
Partner - Paraplanner

Shane studied Business Administration at the Pennsylvania State University where he was a student athlete playing on the ice hockey team. When the opportunity arose in 2014, Shane brought himself to the West Coast to further his endeavors.

Shane started out in the financial services industry in 2010 and has blossomed into a behind the scenes numbers guru. Shane prides himself on analyzing business and individual financial situations. In doing so, he gets most of his gratification by helping the advisors of Rice Financial Group prosper and grow.

In his free time you can find Shane playing ice hockey and partaking in the array of outdoor activities that Oregon has to offer!

Shane holds the following licenses: Life, Health, Accident, Series 26, 6, 63, 65, SIE, and 7.

Ian (Scott) Borman
Financial Advisor
Scott has been doing contract work with our firm for the last 12 months and we are excited to have him join us full time. He has his Property and Casualty Insurance License and travels frequently to give retirement planning seminars mostly in Alaska, Washington and Oregon. We call him Scott as to not confuse the two Ian's. When not working Scott can be found taking his dog for a walk, golfing, sailing or hunting.
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Kasey Closs
Financial Advisor

Kasey is a Financial Advisor at Rice Financial Group. He is also a third-generation financial advisor, following in the footsteps of his father, Rob Closs, and his grandfather, Howard Somers, from whom he learned early the importance of having respect and compassion for others and putting their needs first in both personal and business relationships. Kasey strives to provide sound financial advice and strategies, personal to each client’s desired wealth building and retirement goals, whether you are an experienced investor or just
beginning to save for your future. Kasey also enjoys providing these services to clients’ children, grandchildren and great-grandchildren, believing that it is never too early to learn to become a saver and a savvy investor.

Kasey has a passion for educating and assisting individuals and families in defining and pursuing their financial and retirement goals. He believes that helping clients learn, plan and stay informed about their financial options in this ever-changing global economy is a key to building wealth. Having learned the value of working in teams during his life playing sports, Kasey, along with the Rice Financial Group team, offers
the resources and flexibility to bring winning formulas to clients’ investment portfolios.

As your personal financial advisor, Kasey will analyze and review with you your existing financial documents, current assets/debts, real estate, insurance policies, investments, Social Security status, etc., and ask you pertinent questions about your specific future financial needs and objectives for wealth building and retirement dreams. With that information, he will create detailed strategic investment plans for you to develop income streams, determine ways to help reduce future taxes and meet your other objectives. Kasey has the resources and experience to help you navigate such financial life events as asset protection, selling a business, buying a new home, insurance needs, managing an inheritance, funding a trust, retirement planning, and planning educational expenses for a growing family.

Kasey is a Lake Oswego, OR native and when he is not working, he enjoys time shared with his wife, Emily, and their dogs, Buster and Remington. Sports, especially football, have been a lifelong passion of his. Kasey played football at Portland State University and then earned the opportunity to play in the NFL with the Jacksonville Jaguars in 2015. He is also an avid golfer and plays basketball on Portland’s Multnomah Athletic Club team. You might run into him at almost any sporting event. Outside of sports, he is a true family man. Priceless moments made together with family and friends are what drive him to be the man he is today. It translates into his business ethics and the way he interacts with his clients.

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John Schmick
Financial Advisor
Nathan Piers-Vanderploeg, JD
Retirement Education Specialist

Nathan is an Oregon native who attended Linfield College for his undergraduate degree before obtaining his JD* at the University Of Oregon School Of Law. After practicing law for three years, he transitioned his career into financial services. Nathan thrives on the opportunity to engage with his clients in meaningful conversations that help to address their actual needs and goals, no matter what stage of life they find themselves in. His education and experience give him a deep understanding of the outside forces in play in his clients’ lives and the potential road-blocks that can be avoided with proper planning and understanding.

Nathan enjoys spending time with his wife Samantha and son Elijah. As a former collegiate swimmer and a water polo player, he now uses his skills to coach high school water polo.

Nathan holds the following licenses: Life, Health, Accident, Series 66 and 7.

*JD – not practicing on behalf of Rice Financial Group, MML Investors Services, LLC or its affiliated companies.

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Amber Williams
Director of Marketing & Client Relations

Amber brings 15 years of customer service experience to the team and almost ten years of experience in the world of financial services. Amber oversees our efforts with regards to new client attraction and making sure we’re taking excellent care of our existing clients.

Amber spends her free time with her husband Matt, chasing their two boys Oscar and Liam around!

Amber holds the following licenses: Life, Health, Accident, Series 6, 63, 65 and SIE.

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Alaina Hill
Client Account Manager

Alaina brings over 5 years of customer service and account management to the Rice Financial Group Team. She oversees and coordinates the process of on-boarding clients, taking care of service requests.  Additionally she oversees and manages the insurance underwriting process.

Alaina  is a big sports and entertainment enthusiast and loves the Blazers, football in general and any good concert.

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