Learn more about our amazing team of professionals and see what makes ROI Financial different. We are all here to help guide you in the best direction.

Lance J. Johnson

CEO | Investment Advisor Representative

Michele Johnson

Marketing Manager

Olivia Ulberg

Client Service Specialist

Trevor Bruno

Financial Analyst | Investment Advisor Representative

Eric Ritchie

Financial Analyst | Investment Advisor Representative

Carlos Donat Arjona

Client Service Specialist

Cathy Wu

Client Service Manager

Megan Bugbee

Client Service Specialist

OFFICE: (503) 941-5925 | FAX: (503) 941-5927

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