(503) 841-5840 [email protected]

Team

Our team of professionals aspires to serve the financial needs of our clients in the most comprehensive way possible.  We believe in a business built on trust, integrity, and service.  We are independent.  We have the experience and expertise to align our efforts to our clients objectives.  In our ongoing relationship with our clients, we seek to educate, inform and inspire them to make intelligent financial decisions. 

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Amanda Doyle

Amanda Doyle

Vice President of Operations

Anders Ramstad, CFP®, ChFC®, CLU®, ChSNC®

Anders Ramstad, CFP®, ChFC®, CLU®, ChSNC®

Senior Partner

Antwon Weary

Antwon Weary

Financial Advisor

Braden Balocan, CFP®

Braden Balocan, CFP®

Financial Advisor

Cole Kimball, CFA®, AIF®

Cole Kimball, CFA®, AIF®

Chief Investment Officer / Senior Financial Advisor

Colin Kosco, AIF®

Colin Kosco, AIF®

Financial Advisor

Corey Janoff, CFP®

Corey Janoff, CFP®

Senior Financial Advisor

Dalton Burnett

Dalton Burnett

Investment Department Assistant

Danielle Howard

Danielle Howard

Business Processor

Derek Melvin

Derek Melvin

Financial Advisor

Evan Connell

Evan Connell

Financial Advisor

Evan White

Evan White

Associate Vice President

Heather Anderson

Heather Anderson

Client Service Coordinator

Ian Hubbard, REBC®

Ian Hubbard, REBC®

Vice President of Investments

Jackie Kill

Jackie Kill

Executive Assistant

James Fox

James Fox

Financial Advisor

Japie Steyn, CSRIC™, AIF®

Japie Steyn, CSRIC™, AIF®

Senior Investment Coordinator

Jeff Pratt, CRC®

Jeff Pratt, CRC®

Financial Advisor

John Neri, CFP®, AIF®

John Neri, CFP®, AIF®

Financial Advisor

Julie Hamilton

Julie Hamilton

Senior Client Service Coordinator/ Business Processor

Justin Fukuhara

Justin Fukuhara

Investment Coordinator

Karl Rainer, CHFC, CFP®

Karl Rainer, CHFC, CFP®

Financial Advisor

Kristopher Heenk

Kristopher Heenk

Senior Client Service Coordinator

Levi Geissel

Levi Geissel

Financial Advisor

Liesle Memmott

Liesle Memmott

Business Processor

Maggie Forness

Maggie Forness

Client Service Coordinator

Marcus Nelson

Marcus Nelson

Vice President of Accounting

Marshall Weintraub, CFA®, CFP®

Marshall Weintraub, CFA®, CFP®

Financial Advisor

Michael Merrill, CFP®, CHFC®, CLU®

Michael Merrill, CFP®, CHFC®, CLU®

Senior Partner

Michael Okinaka, CFP®

Michael Okinaka, CFP®

Financial Advisor

Nicole Miller

Nicole Miller

Business Processor

Owen Chambers

Owen Chambers

Financial Advisor

Peggy Haslach, CLU®, CFP®

Peggy Haslach, CLU®, CFP®

Financial Advisor

Rachelle Vanderzanden, AIF®, CFP®

Rachelle Vanderzanden, AIF®, CFP®

Financial Advisor

Roxanne Evett

Roxanne Evett

Client Service Coordinator

Shawnee Smith

Shawnee Smith

Senior Client Service Coordinator

Spencer Salvador, CFP®

Spencer Salvador, CFP®

Financial Advisor

Stephanie Nova

Stephanie Nova

Commission Specialist

Thanh Le

Thanh Le

Financial Advisor

Tori Lawhead

Tori Lawhead

Director of Advisor Development/ Client Service

Veronica Stroud

Veronica Stroud

Junior Investment Coordinator

Zach Kill, CFA®

Zach Kill, CFA®

Investment Strategist

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The Finity Group