ROI Financial Advisors

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Driven by dreams

About us

With over $100 million in regulatory assets under management, ROI Financial Advisors, LLC is registered with the SEC as a Registered Investment Adviser. Headquartered in the Portland, Oregon metro area, we serve clients nationwide.

Our mission

It’s our mission to make wealth-building strategies and practices accessible to all. Since 2012, we’ve been making the wealth-building process more holistic, more personal, and more effective, so more people can achieve their dreams.

Company Timeline

2012
After 18 years at large corporations, Lance Johnson founds ROI to serve clients more effectively
2013-2020
ROI Financial enjoys sustained growth, delivering over 350+ plans to 350+ clients.
2020
Reaching $100MM under management, ROI registers with the SEC.
2022
Service offerings expand in response to client needs. Integration of services delivers exceptional results.
2024
Launch of ROI+, with financial planning, tax prep, payroll, marketing, and real estate services integrated under one roof.
2025-Present
ROI’s unique approach and client success attracts media attention and multiple awards.

Our beliefs

  • Everyone should be able to dream big and achieve more than they thought possible.
  • We listen deeply and we care.
  • We can help improve people's relationships with money.
  • Financial planning is important for everyone.
  • Wealth-building strategies should be accessible and affordable.
  • It’s never too soon or too late to start.
  • Being brilliant at the basics adds up, and up, and up.
  • We do our best to educate and inform our clients.

ROI Financial Advisors: Advisory Team

Lance Johnson

  • ROI Financial Advisors, CEO
  • Investment Advisor Representative
  • 2024 | An Inspiring Leader, IE Magazine
  • 2024 | 10 Best CEOs, Frame Outlook
  • 2023 | 10 Best CEOs, CLF Magazine

Trevor Bruno

  • ROI Financial, Investment Advisor Representative
  • ROI+ Tax, Licensed Tax Consultant

ROI Financial Advisors: Support Team

Michelle Johnson

  • Manager of Business Operations

Mitchell Reed

  • Financial Analyst

Hector Flores

  • Client Services Specialist

Roxana Bautista

  • Client Services Specialist

ROI Tax, LLC: Team (ROI+)

Jan Keep

  • Licensed Tax Consultant
  • Enrolled Agent

Tony Bolach

  • Enrolled Agent

Lizzie Duong

  • Bookkeeping and Payroll Assistant

Jaya Srikanthan

  • Licensed Tax Consultant, Enrolled Agent

Diane Gotchall

  • Payroll Specialist

Kathy Dunlap

  • Bookkeeping Specialist

Andrea Doles

  • Licensed Tax Preparer

ROI Marketing & Creative Design: Team (ROI+)

Bryan Heim

  • Creative Director/Partner

Emma Heim

  • Social Media Coordinator