(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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Albert Gitnes

Albert Gitnes

Client Service Coordinator

Amanda Doyle

Amanda Doyle

Vice President of Operations

Anders Ramstad, CFP, ChFC, CLU, ChSNC

Anders Ramstad, CFP, ChFC, CLU, ChSNC

Senior Partner

Andrew Newhouse, AIF

Andrew Newhouse, AIF

Financial Advisor

Antwon Weary

Antwon Weary

Financial Advisor

Austin Houtz

Austin Houtz

Digital Marketing Specialist

Braden Balocan

Braden Balocan

Financial Advisor

Cole Kimball, CFA, AIF

Cole Kimball, CFA, AIF

Chief Investment Officer/ Financial Advisor

Colin Kosco

Colin Kosco

Financial Advisor

Corey Janoff, CFP

Corey Janoff, CFP

Financial Advisor

Dalton Burnett

Dalton Burnett

Investment Department Assistant

Danielle Dunsworth

Danielle Dunsworth

Business Processor

Derek Melvin

Derek Melvin

Financial Advisor

Evan Connell

Evan Connell

Financial Advisor

Evan White

Evan White

Associate Vice President

Grace McGraw

Grace McGraw

Client Service Coordinator

Heather Anderson

Heather Anderson

Client Service Coordinator

Ian Hubbard, REBC®

Ian Hubbard, REBC®

Vice President of Investments

Jackie Kill

Jackie Kill

Client Service Coordinator

James Fox

James Fox

Financial Advisor

Japie Steyn, CSRIC, AIF

Japie Steyn, CSRIC, AIF

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

Nathan Beardemphl

Nathan Beardemphl

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

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

Travis Antosh

Travis Antosh

Investment Department Assistant

Veronica Stroud

Veronica Stroud

Junior Investment Coordinator

Zach Kill, CFA

Zach Kill, CFA

Investment Strategist

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The Finity Group