My BillFin Story by Craig Smith
von Borstel Advisor, CLU®, ChFC®, CFP®
April 30, 2018 | Customer Spotlight
Von Borstel & Associates, Inc, an advisory firm in Portland, Oregon, has been using BillFin since its introduction. “We value our independence as a firm and embrace new technologies that support this,” said von Borstel advisor Craig Smith, CFP®, ChFC®. “BillFin allowed us to become more independent, bill clients at a household-level, and do it cost effectively and efficiently.”
CRAIG R. SMITH, CLU®, ChFC®, CFP®
von Borstel & Associates
308 E 3rd Street
The Dalles, OR 97058
