Benefits Available to Members and Non-Members

Retirement Plans through Guilds with Benefits via Guideline

Get a 3 month discount on your 401(k) plan

Medical Cost Sharing through Guilds with Benefits via KnewHealth

Get 30% off your first 6 months

Local Resources for Small Business Owners

Mortgage Lending

A woman with short gray hair wearing red glasses, a blue denim shirt, and a silver necklace, smiling in front of a colorful abstract background.

Julee Felsman
SVP of Mortgage Lending | NMLS 120831
juleef@rate.com | 503-799-3711 | YT & IG: @workshopmortgage
rate.com/juleef | workshopmortgage.com
Rate | NMLS 2611 | equal housing lender

Mortgage Strategy for the Self-Employed
As a freelancer, solopreneur, or creative, you’ve worked hard to build your business. When the time comes to buy a home, you deserve the support of a mortgage lender who understands self-employed finances.

I’ve spent 30+ years helping independent professionals like you translate the story of their business into mortgage-ready language. Whether you’re ready to buy today or laying the groundwork for the future, my team and I are here to help. We’ll listen, take the time to understand your business, and design a financing strategy built around your homeownership goals.

Explore the resources at workshopmortgage.com, check out my YouTube playlist for self-employed homebuyers, and reach out to plan your next move.

Personal Finance

A man with glasses, wearing a dark suit, white shirt, and a blue tie with a tie clip, standing outdoors in front of a park with green grass, trees, and paved pathways.

Chaim Investment Advisors - Registered Investment Advisory Firm
Chaim Victor Schramm, CFS®, CAS®, AIF®, CDFS®
https://chaim-investment-advisors.com / 541-729-0382 / victor@chaim-investment-advisors.com

Victor Schramm, CFS®, CAS®, AIF® received his B.A. in Russian and East European History from the University of Oregon in 2007. Since his University studies, he has worked in the art supplies, sales, and candy manufacturing industries. In 2012 he relocated from Brooklyn, NY to Portland, OR and immediately set to work founding an independent Registered Investment Advisor firm.

Professional Association

Oregon Association of Naturopathic Physicians (OANP)
executive@oanp.org | 503-262-8586
oanp.org

Founded in 1909, the Oregon Association of Naturopathic Physicians (OANP) is the oldest organization representing naturopathic doctors in North America. As a nonprofit professional association, OANP is dedicated to improving the health and well-being of the communities we serve—across Oregon and beyond—by supporting and advancing the work of licensed Naturopathic Physicians (NDs).

We are committed to helping people live healthier lives by promoting a healthcare system that values prevention, whole-person care, and informed choice. Find a licensed ND in your area through OANP’s Find an ND directory. NDs provide prevention-focused healthcare and individualized treatment options to help you and your team stay healthy and thrive.

Real Estate

A man and woman standing on a bridge at sunset with a tower in the background. The man has glasses, a beard, and a tattoo on his arm. The woman has long, wavy hair and is wearing a dark dress with a green shawl.

Dillight Group - Urban Nest Realty
Beth and Ryan Dillight, licensed Oregon brokers
dillightgroup.com / 503.780.0811 / hello@dillightgroup.com

Whether you're looking for a place to call home or a space to run your small business, the Dillight Group is here to help. Specializing in both home purchases and sales as well as commercial leasing services, our team believes that education is the most important thing when making big decisions in real estate. Let's chat about your goals, fill in any gaps, and get you on the way to making your real estate dreams come true. ✨