Oregon and SW Washington | BNI Lake Oswego Chapter

BNI Changing the Way the World Does Business. Founded in 1985, Business Networking International (BNI) is the world’s leading business networking and referral marketing organization! We help our members grow their business through a structured, positive and professional referral program that enables them to develop meaningful, long-term relationships.

Each week, members meet with other trusted business professionals to build lasting relationships and pass qualified business referrals.

Collaboration | Team Work | Mission | Ideas | Vision | Goals | Networking | Success

What do the “The Avengers,” “The A-Team,” “The Expendables,” and “X-Men” have in common? They are all stories of individuals combining their talents to achieve a common goal. Teamwork brings victory in the world of fiction, and it can help you succeed in business, too. Collaboration is a big theme for small businesses today for a reason: It works.

Rob Delavan | 503-956-4275 | Email  | Website
Real Estate Firm

Delavan Realty, Inc. is a family-owned boutique real estate firm providing Residential and Commercial brokerage as well as property management services in the Greater Portland Metro Area. Our team of Brokers, Property Managers and support staff have the education, training, and experience to get the job done right. We are honored to serve you!

Rob Fotheringham | 503-684-4111 | Email  | Website
Attorney at Law

Vial Fotheringham, LLP, Attorneys at Law is a Portland-based law firm that focuses primarily on providing legal services to clients in the areas of estate and business planning, real property acquisition/sales and financing, homeowner association law and commercial litigation in state and federal courts.


Adrian Schermer | Fairway Independent Mortgage | 503-970-8741 | Email | Website
Finance & Insurance – Residential Mortgages

At Fairway Independent Mortgage Corporation, customer service is a way of life. We are dedicated to finding great rates and loan options for our customers while offering some of the fastest turn times in the industry. Our goal is to act as a trusted advisor, providing highly personalized service and helping you through every step of the loan process — from application to closing and beyond. It’s all designed to exceed expectations, provide satisfaction and earn trust.

Arielle Carroll | Ari Carroll LMT | 808-228-7174 | Email  | Website
Massage Therapist

Arielle enjoys working with clients to tailor massage sessions to align with their goals, applying her knowledge of Swedish and Deep Tissue massage modalities and incorporates Trigger Point, Neuromuscular Therapies, Tui Na, and Active Movement Therapy. She truly believes that no two bodies are alike, so each massage is just as unique as the person receiving it and values massaging people from all different walks, jogs, and runs of life.

Ashley Whaley | More Free Time Cleaning | 503-307-1494 | EmailWebsite 
Professional Home Cleaning 

Weekly & Bi-Weekly Home Cleaning | Socially Responsible & Safe Cleaning | Disinfecting & Stopping the Spread of Germs in Your Home | Tualatin, Oregon Podcast: More Free Time Portland

Dr. Austin Nolan | West Chiropractic & Wellness | 503-628-9082 | Email | Website
Chiropractic Physician

Dr. Nolan’s treatments focus on exercise by incorporating new movement patterns to reduce pain or altering faulty movement patterns to reduce potential injuries. Sporting event specialties include football, track, and field, and figure skating athletes. Dr. Nolan also has experience working with both spinal and extremity injuries, with a special focus on the TMJ. Dr. Austin has further credentials with kinesio-tape, blood flow restriction training, and CCSP (Certified Chiropractic Sports Physician) from the American Board of Chiropractic Sports Physicians.

Bryan Heim | A.C.E. Forte Creative | 503-709-5330 | Email | Website
Graphic Designer | Website Design | Photographer

Creative Force | Graphic Design | Website Design | Professional Photography and more!

Carolyn Gilbert | David W. Snyder Agency, LLC-American Family Insurance

Carolyn Gilbert | American Family Insurance | 503-466-2225 | Email | Website
Insurance Agent

My team is here to serve our clients. With unique backgrounds, training, and extensive experience we are prepared to help meet your insurance needs. As residents of your community, we understand how important it is to be there for you – our trusted friends and neighbors. Together, we are building strong partnerships that help everyone succeed.

Cathy Winslow | Globe Life/Family Heritage Division | 503-862-6980 | Email | Website
Supplemental Insurance

Cathy is an insurance professional with Globe Life Family Heritage specializing in supplemental insurance. She shares the benefits of how having a supplemental insurance policy can drastically benefit you and your family from a financial perspective.


Elias Wakefield | Boss Exteriors | 503-522-4272 | Email | Website
Roofing & Gutters

One of the secrets of our success is that we put our customers first. Whenever we take on a job, we strive to deliver the top service we can, for each and every customer. Whether that is window fitting, siding installation, roofing or providing exterior paint work, our team members put their all into every project.

As a company, Boss Exteriors aims to blend quality in work and affordability in price so that the greatest number of Portland residents possible can access the services we provide. Yet our focus on providing value does not come at the cost of workmanship. Each member of the Boss Exteriors crew is trained in their profession and come with several years’ experience under their belts. Boss Exteriors has done the hard work to earn our reputation as Portland’s best roofing contractor. We do not intend to lose that title any time soon.

Eric Johnisee | Drive Accounting | 503-684-5169 | Email | Website
Accounting – Bookkeeping

Over the last 20 years, Drive Accounting provides bookkeeping and accounting services to small business owners who want to proactively run and grow their companies. We have built a team of quality accountants and business consultants who understand accounting to ensure that we do things right the first time and to help companies navigate the difficulties of running a small business. SPECIALTIES: Accurate Bookkeeping | Financial Controller Functions | Payroll Services


Henry Springer | Synergy One Lending | 503-964-7064 | Email | Website
Finance – Insurance – Residential Mortgages

Synergy One Lending is committed to simplifying the home buying experience. As a national mortgage lender, we offer the best combination of the digital mortgage technology our client’s want along with the expertise of our team they need. Synergy One is Approved to lend in 48 states and provides among the broadest set of mortgage options of any company today. Whether you are a millennial, baby boomer or luxury home buyer, Synergy One Lending stands out because of our relentless pursuit of excellence in our people, our process, and the client experience.

Irum Majid | The UPS Store (by Washington Square)  | 503-646-2904 | Email | Website
Printing + Shipping & Packing + Mailboxes

You can count on the printing professionals, packing and shipping, and mailbox services at The UPS Store by Washington Square to help you make a lasting impression. Offering a wide range of printing and copying services to promote and prepare for your event or presentations needs. Professional certified packing and shipping experts combined with mailbox services allow your small business to utilize The UPS Store by Washington Square as a trusted resource. *Following UPS guidelines*

Jen Orr | Studio Red | 503-679-4082 | Email | Website
Interior Design and Decoration

When we are in a space that is a true reflection of who we are it brings us alive. Jen truly knows and understands the value of being who we were created to be. There is no one else like you. and she would love nothing more than to help you create a space that is a true reflection of who you are!


Golden Heart Coaching

John Purcell | Golden Heart Coaching | 907-460-9621 | Email | Website
Personal, Professional and Parent Life Coaching

Helping people unlock their potential, finding purpose and meaning, supporting the parent-child connection, and facilitating positive relationships defines my purpose and motivation as a coach. The liberty clients have experienced in the coaching relationship has been authentic, sustainable, and amazing on many different levels. This is not an exclusive privilege of a select few, but an opportunity for all!  Why wait?  Contact me today.

Lance Baltazar | Vivid Home Renovation, LLC | 503-840-7582 | Email | Website
Construction Builder and General Contractor

As a premier company dedicated to providing premier customer service, it is important to us to deliver unparalleled workmanship on every assignment.​ We offer a wide range of services to meet your project needs and ensure durable and cost-effective workmanship. We strive to save you both time and money by combining our use of industry knowledge, the highest quality parts and equipment, and our dedication to delivering exceptional service. We will not leave the job until it is finished, and you are satisfied. — Reliable Experts | Professional Communication | Satisfaction Guaranteed

Lance J. Johnson | ROI Financial | ROI Tax | 503-941-5925 | Email | Website
Financial Advisor, Investments, Financial Planning,  and Retirement Services.

At ROI Financial our mission is to change for the better the relationship between people and their money. Empowering our clients through courageous mentoring, clear guidance, insightful advice, and our unique ability to connect the dots that other people miss. Money is a tool that should be used to build wealth, freedom, and increase quality of life. ROI Financial is collectively committed to your financial success.

Fit Alliance Tigard Oregon

Lisa Rhoades | Fit Alliance | 503-908-3290 | Email | Website
Personal Trainer (NASM | KIEP | FMS | PN)

Fit Alliance has been Tigard’s Different Gym, since 2018, for a great reason…people just like you. You, your needs, your goals, your transformation are our priority, and we create a training program and experience that meets you where you are starting, and we continue to guide you step by step toward becoming the stronger, leaner version of yourself that you envision. Our individualized approach to training has worked for hundreds of people over the years, and it can work for you.

Michelle Bloodworth | Synergy Artistic Salon | 503-998-4200 | Email | Website
Color & Style Consultant

Along with a background based in 3-dimensional art and a Bachelor of Science in business, Michelle has been licensed and practicing first-rate service in hair since 1998. In 2005 she realized one of her dreams and opened her first hair salon. Since then, Michelle has become the creative director of her own hair studio. She takes a solutions-based approach for clients who need more options with their hair. Additionally, she is a men’s grooming technician, color correction specialist and dimension hair colorist.

Dr. Nancy Macfarlane, ND | Naturopathic Doctor | 503-512-5167 | Email | Website
Naturopathic Doctor

Diagnoses, treats, and cares for patients, using system of practice that bases treatment of physiological functions and abnormal conditions on natural laws governing the human body: Utilizes physiological, psychological, and mechanical methods, such as air, water, light, heat, earth, phototherapy, food and herb therapy, psychotherapy, electrotherapy, physiotherapy, minor and orifical surgery, mechanotherapy, naturopathic corrections and manipulation, and natural methods or modalities, together with natural medicines, natural processed foods, and herbs and nature’s remedies.

Noelle Denton | Delavan Realty, Inc. | 503-966-1448 | Email | Website
Property Management

Delavan Realty, Inc. is a family-owned boutique real estate firm providing Residential and Commercial brokerage as well as property management services in the Greater Portland Metro Area. Our team of Brokers, Property Managers and support staff have the education, training, and experience to get the job done right. We are honored to serve you!

Patrick Flynn | Flynn Financial Partners | 503-228-7172 | Email | Website
Life & Disability Insurance

At Flynn Financial Partners, we believe education and planning are the keys to overcoming your financial worries. We recognize that simply knowing where you stand and what your next steps are can lift a hefty weight from your shoulders. Whether you are unsure if you have saved enough to retire, or you are wondering if your assets are properly protected, we will work with you to address your concerns and prioritize your next steps accordingly. Dedicated to building a foundation of trust with our clients.

Rachel Brooks | Seeking Space Yoga | 503-244-4188 | Email | Website
Health & Wellness

Seeking Space Yoga’s mission is to remove the stigma and stereotype that yoga is for a particular demographic or population. We are committed to accepting you as you are and nothing less. Seeking Space Yoga is a judgement-free all welcoming studio focused on your health and relaxation through mindfulness and movement. Body positivity, gender and ethnic diversity is the baseline of our core existence and we seek to create a welcoming environment for everyone. Join us on the mat for a teaching style that is inclusive and rooted in empathy.

Rick Rosenberry | Brownrigg Insurance | 503-655-3025| Email | Website
Commercial Insurance

With the right insurance partner, you’re able to feel confident taking risk, because you’ll have the coverage you need. At Brownrigg Insurance we act as a proactive partner so that you can keep your attention on what matters most, growing your business.

Manufacturing | Automotive | Construction | Non-Profits | Technology | Sports & Leisure | Agriculture & Crop Insurance |
Emerging Markets | International Business | Special Events | Wholesale & Distribution | Pharmaceutical | Life Sciences |
Trucking | Trade Credit Insurance | Export-Import

Impact CFO Services

Scott Belt | Impact CFO Services | 971-506-1238 | Email | Website
Finance & Insurance – Business Financing

Impact CFO Services is passionate about helping your businesses grow. We understand growth is not just about improving your numbers. It is about optimizing the processes to maximize profits. It is about having the right teams and systems in place and it is about cash-flow management, profit protection, strategic planning, and overcoming challenges. Helping our clients is where we excel. We are experts at what we do so you can focus on being an expert at what you do.

Shawna Allen | CDO Inspection | 971-300-2364 | Email | Website
Real Estate Inspector

CDO Inspection has served the local community for over 18 years in construction and electrical work. We have proudly carried our membership in the International Association of Electrical Inspectors (IAEI) for the past seven year. Some of our specialties include the following areas: InterNACHI member | IBEW 48 Member | OSHA 30 Certification | Class B falling license (Helps to identify health of trees around your home) | Radon Testing | Thermal Imaging | 4 Point Inspections | Move in Ready Inspections | Septic Systems | Manufactured Home Inspections | Sewer Scoping | Energy Reports | Deck Inspections | Roof Inspections | Chimney Inspections. Schedule your appointment today – contact us.


Susan Hjort | ROI Tax, LLC | 503-477-7773 | Email | Website
Legal & Accounting – CPA

Will Eberhart | Perseverance Marketing Group, LLC | 657-845-0423 | Email | Website
Marketing Consultant

Perseverance Marketing Group specializes in obsessing the consumer. No business is too great or small as we strive to unlock the nuance that separates your business from the pack and brings you intimately closer to your target audience. Consistency is key but authenticity is invaluable. Let us explore your needs through a perspective that champions strategy using a 360 degree wholistic point of view.

Information Concerning Other Firms in Our Professional Alliance

ROI Financial is not affiliated with any other firm linked on our website. The links provided to other sites are for informational purposes only and are not intended as advice or a recommendation to buy or sell any investment. A link does not imply ROI Financial sponsors or endorses a site or firm. These individuals are not investment advisor representatives of ROI Financial Advisors unless noted.

ROI Financial clients are not obligated to use any of the professionals or service providers introduced on our website. ROI introduces them as a potential convenience to our prospects and clients.