Business LO

It is our latest guest-branded episode of Business LO, with host Michelle O'Dell, along with the esteemed Attorney Anastasia Yu Meisner, as she delves into the critical topic of estate planning, specifically focusing on debunking five prevalent myths that often lead to misunderstandings and overlooked preparations. These myths include: "If I pass without a will, the government gets everything," "A Will avoids probate," "I'm not rich, I don't need to think about estate tax," "Estate Planning is for the wealthy," and "I made my estate plan, I don't need to think about it again." This concise yet comprehensive discussion aims to provide clarity and empower listeners with accurate information.

In addition, this conversation showcases Anastasia's profound dedication to her clients and her unwavering commitment to guiding them through the complexities of securing their financial affairs. Her expertise shines through as she helps demystify a subject many find daunting.

Please note that this conversation is for informational purposes only and does not constitute legal advice.

Anastasia Yu Meisner is an attorney in Lake Oswego with over 25 years of experience. She provides exceptional legal counsel and advice, specializing in estate planning, administration, and mediation. In her spare time, she serves as a pro tem judge for the Washington County Circuit Court. She is a board member of the Lake Oswego Chamber of Commerce, the Oregon Minority Lawyers Association, the OPB Planned Giving Advisory Committee, and the Oregon Women Lawyers Foundation. She also co-authored the only book on estate planning in Oregon with her colleague Valerie Sasaki. She has been recognized as an Estate Planning Super Lawyer, a distinction received by fewer than a dozen Oregon estate planners annually.

Find all Anastasia Yu Meisner’s information on her website, AY Meisner

LinkedIn

Estate Planning

Wills and Trusts
Powers of Attorney
Gifting and Wealth Preservation

Estate Administration

Probate and Estate
Trust Administration

Estate Mediation

Probate and Trust Disputes
Protected Proceedings
Fiduciary Litigation

(503) 699-0230

5200 Meadows Road Ste 150 Lake Oswego, OR 97035

Sending an email through this website does not establish an attorney‐client relationship. Please do not submit information considered private, confidential, or time sensitive.

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]

This episode of Business LO is all about beautifying our fair city! We appreciate it so much that our podcast cover art highlights our love of the signature flower baskets all over town.

You may be wondering who and what is behind all this. We are excited to feature Jonn Karsseboom, owner of The Garden Corner in Tualatin, also known as the "Garden Rebel." As he says on his LinkedIn profile, "Under the guise of 'work' I play the entire day long outside...creating all kinds of hanging baskets for every season and every occasion."

We also have Beth Oliphant Hoover, Executive Director at The Oliphant Hoover Community Charity, who will discuss the story of our beautiful, bodacious baskets around Lake Oswego. Heather Graves Ramsey, owner of Coach to Brilliance, leads the conversation and specializes in Executive Coaching & Leadership Development. Of course, local celeb and Chamber CEO Liz Hartman will share the insider info we all need with "What You Need to Know in LO!" Michelle O’Dell is your host, and we welcome you to another episode of Business LO!

Jonn Karsseboom, The Garden Corner - The Garden Corner

Beth Hoover, The Oliphant - The Oliphant Hoover Community Charity

Contributions to the Flower Baskets program can be made here: The Lake Oswego Chamber Foundation - Lake Oswego Chamber Foundation | Home

Lake Oswego Fourth of July - Star Spangled Celebrations 2025 | City of Lake Oswego

New Store - Let's Celebrate - formerly Lucky Me on First 

Third Thursday - Lake Oswego Chamber of Commerce | Third Thursday

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]

How do you stay in business for decades? This episode we talk about how Jamie Anderson purchased Travel & Cruise Desk in 2019 from his mother-in-law, Sandy Hanna. He is a third-generation owner of a company that is celebrating its 60th year. He is interviewed by Heather Graves-Ramsey, owner of Coach to Brilliance, about how a business achieves longevity. Heather specializes in Executive Coaching & Leadership Development. Michelle O'Dell hosts and of course Chamber CEO Liz Hartman will share all the insider information we all need with What You Need to Know in LO! 

Travel and Cruise Desk:  Travel & Cruise Desk | Travel Agency | Lake Oswego, OR

• Business Succession Planning: Building a Roadmap for Success - Kruse Way Economic Forum Spring 2025 - YouTube (April, 2025)

Grocery Outlet Bargain Market, Tamara David and Liz Tafel - Circulars - Grocery Outlet (Podcast: Episode 11: Better Together-A Conversation with Community Award Winners - https://business-lo.simplecast.com/episodes/building-better-together-a-conversation-with-community-award-winners

Lake Oswego Review - https://lakeoswegoreview.com/

• LO Monthly

Rotary Club of Lake Oswego - https://www.lakeoswegorotary.org/

• Rotary Lobster Feed – Purchase Tickets/ donate items  - Home

Rose Festival - Portland Rose Festival

Tigard Balloon Festival – Festival Of Balloons( Multi-Chamber networking Friday, June 20, 7:30 am)

Lakewood Festival of the Arts - Lakewood Center Presents: The 62nd Lake Oswego Festival of the Arts! June 20-22, 2025. – Lakewood Center for the Arts

Millennium Concert Band - Performance Schedule – Lake Oswego Millennium Concert Band

July Fourth Lions Club Pancake Breakfast

Fourth of July Parade – walk with the Chamber of Commerce, Chamber Foundation, Leadership Lake Oswego Star Spangled Celebrations 2025 | City of Lake Oswego

Lake Oswego High School Graduation – June 6

Lakeridge High School Graduation – June 5

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]

Our episode this month focuses on local media, and we've secured the most obvious guest. We’ll be speaking with Brian Monihan, Vice President & Group Publisher of Carpenter Media Group. Brian is a fellow Chamber member as well as a recipient of the Bill Korach Leadership Award, making him the perfect person to discuss this topic.

Guiding the conversation and asking the questions we're all wondering about is Heather Graves Ramsey, owner of Coach to Brilliance! Heather's expertise lies in Executive Coaching & Leadership Development. And of course, our very own Chamber CEO, Liz Hartman, will be sharing the essential insider information in her segment, What You Need TO Know in LO!

For more information on advertising or submitting articles to the Lake Oswego Review (lakeoswegoreview.com)

[email protected] – Vice President and Group Publisher, Carpenter Media

[email protected] – advertising sales

[email protected] – Editor

Lions Club Pancake Breakfast - Lake Oswego Lions Club pancake breakfast fundraiser returns July 4 | News | lakeoswegoreview.com

Dan Brown, Farmer’s Insurance - Daniel Brown - Farmers Insurance Agent in Lake Oswego, OR

Third Thursday - Lake Oswego Chamber of Commerce | Third Thursday

R. Blooms - Lake Oswego Florist | Flower Delivery by R Bloom's of Lake Oswego

Mapel Boutique - Chic Women’s Clothing & Accessories – Mapel Boutique

Mad Sass Soap - Natural, Clean, Handcrafted Bath, Body, & Skincare for Sensitive Skin

Grapevine - Grapevine Fashion | Women's Fashion | Lake Oswego

City Home - City Home | Portland, Oregon | Furniture and Home Decor

Adorn - Shop Adorn | Women's Clothing Boutique Portland

Arts Council of Lake Oswego

Wizer’s Fine Wines

Pet Evolution ribbon cutting May 2 – 5 pm - Pet Evolution: Lake Oswego, OR's Premier Pet Store

New Mom School – Open House Saturday, May 10, Ribbon Cutting Tuesday, May 27, 3 pm  Lake Oswego, OR | New Mom School | Newborn & Infant Classes

Transportation survey – how will it affect your business or your employees

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]

Welcome to Wealth Redefined, where we explore strategies, stories, and services that empower you to live a life of significance. This episode is spotlighting a firm that’s redefining wealth management for families and entrepreneurs—Oswego Wealth Management.

David Riback, Managing Partner and one of the key architects behind Oswego Wealth Management’s Virtual Family Office experience. Dave is a trusted Wealth Manager who serves as a Personal CFO to business-owning families across the country. With over three decades of experience, David specializes in coordinating generational wealth strategies that align business succession with personal legacy and family values. His work is grounded in faith, driven by service, and focused on helping families build lives of lasting significance.

David Riback is an active community member with the Lake Oswego Chamber of Commerce, Arts Council and Lake Oswego Rotary. He is joined by Alex Torrescano, client services director.  

Email Dave: [email protected] or call 503-603-0872. 

Securities are offered through LPL Financial. Member FINRA/SIPC. Oswego Wealth Management, Inc., a Registered Investment Advisor, offers investment advice. Oswego Wealth Management, Inc. and LPL Financial are separate entities.

https://oswegowealth.com

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]

This year's Rookie of the Year Business - Grocery Outlet Bargain Market owners Liz Tafel and Tamara Davis talk about their insights as franchisees - their unconventional hiring process, how they have built success in Lake Oswego and the Bridgeport Village area and how they balance work and life as a couple in business. They're always happy to meet fellow business owners so stop by the Bridgeport Grocery Outlet and ask for Liz or Tamara - and hear more about how they have achieved 75% employee retention! 

This month Krystal Hanna (Senior Mortgage Specialist, Lions Capital Mortgage - and a member of the Chamber's marketing committee) joins podcast producer Michelle O'Dell and Chamber CEO Liz Hartman for all April's chamber events.  This is the place to hear What You Need to KNOW ... in LO!

Grocery Outlet Bargain Market Bridgeport 

Hop at the Hunt - Saturday, April 19 - 10 am Title Sponsor Kelly's Pepper Jelly and Preserves 

Lakeside Heating and Cooling

OnPoint Credit Union 

Farmer's Insurance/Dan Brown

New Moms School -

Broadway Cigar  

Sign up Genius for stuffing eggs, volunteering the day of the egg hunt 

Michael C'est What

Brian Geraths at Milieu 

Leadership Lake Oswego 

Greet LO 

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]

This is a special episode as we have the esteemed Mayor of our fine city here to share his insights and vast experience with us, Joe Buck! Heather Graves Ramsey, owner of Coach to Brilliance who specializes in executive coaching and leadership development, is here with some fabulous questions for the mayor and as always, Chamber CEO Liz Hartman will have What You Need to Know in LO with insider information for the month of March.  

New Chamber Office: 148 "B" Avenue (sharing space with Chamber member Phil Chek, Phil Chek | Lake Oswego Design & Construction

Ribbon Cuttings:

Friday, March 7 - 5 pm - The Black Wine Market - The Black Wine Market

Friday, March 14 - 4:30 - Ultra Physical Therapy  Ultra Physical Therapy and Hand Center

Friday, March 15 - 5 pm - Gemini Club   The Gemini Club | Bar and restaurant with music pool and food in Lake Oswego

Thursday, March 20 - 5 pm - Mad Sass Soap    Natural, Clean, Handcrafted Bath, Body, & Skincare for Sensitive Skin

Third Thursday:

Thursday, March 20 - 4-6 pm - many downtown businesses 

You can sponsor an episode of Business LO for $250 or sponsor an exclusive, mostly about your business episode for $500

Lake Oswego Chamber of Commerce | Business LO Podcast
 

Lake Oswego Review - News | lakeoswegoreview.com

Mayor Joe Buck PO Box 369 Lake Oswego, OR 97034 Email Joe Buck: [email protected]

Joe Buck grew up in the Lake Grove neighborhood and enjoyed a childhood filled with memories of exploring Iron Mountain Park and riding bikes throughout town. He previously served as a city councilor from 2014 - 2017 and is now in his second term as mayor. He is actively engaged in policy making and in organizations that make Lake Oswego a healthy, sustainable community of belonging for everyone. Amongst other actions, he helped bring about the City’s first family affordable housing, created the Youth Leadership Council, has been a champion of the City’s Climate Action Plan, led dedicated funding for safe pathways for pedestrians and stands in strong support of the basic rights all residents to live a life free from hatred and discrimination. Mayor Buck is also engaged regionally as a leader amongst the region’s mayors. He represents the cities of Clackamas County on Metro’s Joint Policy Advisory Committee on Transportation (JPACT) and serves on the Metro Policy Advisory Committee (MPAC).Mayor Buck is a veteran of the U.S. Coast Guard and operates several local restaurants. He’s an avid runner and fitness enthusiast and enjoys listening to the U.S. Supreme Court oral arguments - past and present - while walking his dogs. Mayor Buck also enjoys receiving emails of new ideas from residents so please reach out! 

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]

Blaise Dinkelman, CPA, MBA, Fractional CFO, and owner of Outlook CFO, is a seasoned executive and a strategic advisor whose specialties include strategic planning, process improvement and lean systems.

Heather Graves Ramsey, owner of Coach to Brilliance interviews Blaise about what a business should consider to stay healthy and who businesses should have in their corner to avoid problems in the first place.

Chamber CEO Liz Hartman concludes with insider information for What You Need to Know in LO for the month of February.  

2025 Award Recipients

Bob Bigelow Lifetime Achievement Award – Doug and Judy Cushing

Community Leader of the Year – Kevin Hanna

Dee Denton Business of the Year – Travel and Cruise Desk / Jamie Anderson, Owner

Bill Korach Leadership Award – Brian Monihan

Kay Vega Lakewood Center Champion – Jan Rimerman

C. Herald Campbell Heritage Champion – Caroline Glad

Fortuna Arts Champion – TBD

Networker of the Year – TBD

Rookie of the Year – Grocery Outlet Bargain Market, Tamara Davis and Liz Tafel

Century Award – Lake Grove Garden Club / Lake Grove Presbyterian Church

Beautification Award – LO School District River Grove Elementary and Willow Apartments

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]

What better New Year’s resolution to make than to be ready for Lake Oswego’s potential disasters and safety issues?

In this episode of Business LO, we learn from experience through Lake Oswego’s Fire Chief Don Johnson. He shares the importance of building your own Preparedness Kit, tackling weather-related emergencies and how hands-only CPR can be learned quickly by your employees. Resolve to act and be ready in 2025!  

Don Johnson's phone:  503-697-7403  

BUSINESS EMERGENCY ACTION PLAN 

Mayor's breakfast:  Mayor's Business Breakfast - Jan 31, 2025 - Lake Oswego Chamber Of Commerce Business Directory

City council goal setting:  City Council 2025 Goal Setting Retreat | City of Lake Oswego

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]

In this episode Heather Graves Ramsey, owner of Coach to Brilliance, discusses Dan Brown’s business move from San Francisco to Lake Oswego three years ago. Dan has been with Farmers Insurance for over 34 years. He shares his real-life experience utilizing all that the Lake Oswego Chamber of Commerce has to offer to build relationships – and a transplanted business – to be successful in Lake Oswego. 

From Dan Brown:

I began my Farmers® career as an agency owner in 1990. After a successful 6-year run building my agency, I was called upon to become a district manager.  I obtained a small group of 17 agents, and over the next 26 years, my team and I grew the district into 46 agency owners. During that time, the district operated as one of the most successful in the entire company, and in 2014, it was recognized as #1 in the country.

In 2020, my wife and I came across the beautiful town of Lake Oswego, Oregon. After some soul-searching and buoyed by the opportunity to be close to my two daughters, twin grandchildren, and son-in-law, I made the decision to go back to my agency roots. I am fortunate that one of my daughters, Donna Jo, works alongside me on my team in the office.

I was pleased to have the opportunity to acquire a very successful agency located in the exact area we decided to settle in. Being able to retain the entire existing staff made the decision all the easier and confirmed it was the perfect next step.

Our goal is to continue to be known for excellent service, attention to detail, and easy accessibility. We are here to build relationships with our clients while helping them protect their assets and grow new ones through our Farmers Financial Solutions brand.

We are on Lower Boones Ferry Road and Douglas Way. Thank you, and we hope to speak with you soon!

Give me a call at (503) 699-0189 and I'll be happy to answer any questions you might have.

Lake Oswego Chamber of Commerce Website

Visit us at 311 B Avenue, Suite E

(next to the Post Office, across from the fire station and the Beacon Building/Lola's)

We offer a wide range of membership tiers and benefits, so browse through our options on our website and pick the one that’s right for your business or organization.

Questions? Call 503-636-3634

For help with your own Podcast Show contact Michelle O’Dell, Modcast Productions [email protected]