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

Ian has been a financial advisor for the last 5 years. He received a Bachelor of Science from University of Oregon in 2014, focusing on Economics of Monetary Financial & International Development, minoring in Business Administration. Before getting into the industry Ian found joy in helping others as a project manager for a State Representative. After helping a constituent get hearing aids to hear their grandchildren, and the happiness he felt by being able to positively impact people’s lives, he knew helping people is what he needed to do.
Ian is a past President of R.E.A.L. Heroes; a 501c(3), Recognizing Excellence and Leadership in the community. His most notable project was fundraising, organizing and installing a statue for Leonard DeWitt, an Oregon National Guard member who was nominated for the Congressional Medal of Honor. Although he did not receive the Medal of Honor for his actions in WWII, they were able to erect a statue for him and dedicate that statue with him in attendance for the unveiling. He also currently serves on the Membership Committee for the University Club of Portland.
Growing up sailing with his parents, Ian learned that it’s better to go in the right direction slowly & cautiously than to just sail down wind fast. That was a long row into the wind back to his parents smiling as they mentioned it’s better to head into the wind before you come back fast.
 As an outdoorsmen, knowing that there are times to let things happen and a time to make things happen, has been very helpful in navigating the complexities of this industry.
Being in the industry for 5 years, Ian has many wonderful clients. One of the most successful days he’s had yet was helping a client with their social security. Their life goal was to own their own home. After more information was learned and gathered, he was able to tell them that they were qualified to get spousal benefits, and in doing so they were able to see their dream come to life. Rather than waiting until they retired to buy a home, they were able to start looking for a home. Six months later their home was purchased. All too often success is measured by our salaries or compensation and this showed Ian that success is measured by the positive impact you make on someone’s life. In that moment, Ian helped make a dream become a reality and that’s why he loves what he does.
Ian is driven by overcoming obstacles and learning how to complete various tasks in the most efficient way possible. As one of his mentor’s might say “I’d be better if I was better,” Ian finds himself looking for new books and the next designation to pursue.
When Ian is not in the office, you can find him on the golf course, on the water sailing or planning a sailing trip. Ian also loves to be in the woods for a snowmobile trip or in a side by side taking a trail run, tracking big game on the beautiful coastal range with a bow & arrow in hand, learning how to stay humble.

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Kasey Closs
Financial Advisor

Kasey is 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 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.

Professional Licenses – Series 7, 63, 65. Life and Health licenses.
CA Insurance License #0L95623. Domiciled in Oregon.
Education: Bachelor of Science degree in Business Administration, with an emphasis on Real Estate from Portland State University.

John Schmick
Financial Advisor

John is a new Oregonian as he recently relocated from the Seattle area.  John was a military brat, living all over the world, and he himself is a military veteran having been stationed at Joint Base Lewis-McChord, Washington.  After studying economics at the University of Washington (a Husky!), he started in the financial services industry over 30 years ago.  John started as a currency trader joking that this was well before the Euro.  He has been a founding partner in a hedge fund, started various capital raises and has advised clients on a myriad of investment options.  John brings his institutional investment management to his wealth advisory approach with his warm demeanor allowing him to truly listen to everyone.  He completed graduate-level work in financial analysis at Cornell University and is truly a student of our comprehensive wealth education process.   John’s passion comes from working with and educating individuals on their financial structures but especially with his extensive experience with plan sponsors, investment committees and participants inside retirement plans.

Outside of the office, John plays golf, hikes our beautiful state in search of waterfalls and vistas, loves to cook and entertain and spending time with his family and friends.  He also touts himself as a “gravity/adrenaline junkie” as he jumps from planes, jumps into any spot in the water and paraglides.  He is a rabid Seahawks fan, having been a season ticket holder through the good, great while enduring the not-so-good years.

John holds the following licenses:   Life, Health and Accident.   Series 3, 7, 63 and 65.

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Brian Wilson
Financial Advisor

Growing up in Iowa, Brian’s first job was working at a retirement facility, where he appreciated the wisdom of those whom had gone before him in work and life.

In the late 90’s, Brian embarked on a career selling educational books and software, where he learned the value of serving customers and managing money.

His work in financial services began in 2004––building an agency to help families with the devastating impacts of the indirect costs of cancer, heart attacks, strokes, and accidents.  

In 2008, Brian was introduced to, what he calls, a “macro manager”––a financial professional who isn't tied to a product or a company, rather focuses on educating and serving clients based on their needs. 

As Brian learned more, despite being an intentional and well-educated individual, he was able to recognize some of his own personal “financial blind spots”.  He was captivated by the security and service that macro financial management could provide to others, thus shifting professionally to more broadly serve his clients.

Life adversity in 2010 led Brian to take a step back and reconsider the most important things in life. This process included moving to Portland, Oregon to live closer to mountains and the ocean. He values the hard work and lives of the people he works with, and serves his clients with the integrity and compassion.

By design, Brian is an Independent Financial Advisor and Fiduciary.  He and Rice Financial Group are committed to serving clients and not companies.  To educate people on their personal financial decisions and the impact of those decisions. 

As Brian worked with more and more people and families, he saw a greater and greater need in the retirement space.  He’s passionate about working with people to help them have a detailed plan that will accommodate what they desire after retirement and for the rest of their lives.   

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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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Caitlin Dempsey
Chief Operating Officer

Caitlin brings key insights and commitment to guide Rice Financial Group in building business success as we define it. Her depth of experience and breadth of contacts enables her to assess complicated issues and apply creative solutions to meeting needs spanning multiple products and lines of business. A dedicated analyst, problem solver, and coach, Caitlin understands creating, implementing and supporting our business and clients by helping apply targeted best practices so we are continuously improving.

In the community, Caitlin serves as Vice President of Legend Springs Elementary PTA and is active in the Miss Arizona Organization. Her interests include travel, spending time with family, do-it-yourself projects, and craft beer. She makes her home with her husband Luke, son Colton and daughter Maisie.