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Meet The Team

Service with a smile

Meet our People

When it comes to your investments, more minds are better than one.
Want to reach financial freedom faster? Let's Talk

Lance Johnson

CEO | Investment Advisor Representative

Lance.j.johnson@roi-fa.com

Phone: 503-941-5925

M/W/F Ext. 101T/Th Ext. 301

Trevor Bruno

Investment Advisor Representative

Trevor@roi-fa.com

Phone: 503-941-5925

Ext. 103

Carlos Donat

Investment Advisor Representative

Carlos@roi-fa.com

Phone: 503-941-5925

Ext. 305

Ryan Bright

Investment Advisor Representative

Ryan@roi-fa.com

Phone: 503-941-5925

Ext. 109

Michelle Johnson

Director of Business
Operations

Michele.l.johnson@roi-fa.com

Phone: 503-941-5925

Ext. 104

Jason Nissen

Director of Business Developement

Jason@roi-fa.com

Phone: 503-941-5925

Ext. 107

Korrin Ashmore

Client Services Manager
BEAVERTON

Korrin@roi-fa.com

Phone: 503-941-5925

Ext. 115

Mitchell Reed

Client Services Specialist
LAKE OSWEGO

Mitchell@roi-fa.com

Phone: 503-941-5925

Ext. 108

Annette Gallagher

Client Services Specialist
BEAVERTON

Annette@roi-fa.com

Phone: 503-941-5925

Ext. 113

Alex Ugas

Client Services Specialist
BEAVERTON

Alex@roi-fa.com

Phone: 503-941-5925

Ext. 308

Sydney Severn

Reception and
Client Services Specialist

Sydney@roi-fa.com

Phone: 503-941-5925

Ext. 111

JOIN OUR TEAM!

INVEST IN YOUR FUTURE!
Professional GROWTH | Big IDEAS

JOIN OUR TEAM!

Phone: 503-941-5925

 

Helping Clients Financially Everyday

The Advisors | Executives

Lance Johnson - ROI Financial

Lance Johnson

CEO | Investment Advisor Representative

Lance.j.johnson@roi-fa.com

Phone: 503-941-5925

M/W/F Ext. 101

T/Th Ext. 301

Trevor Bruno

Trevor Bruno

Investment Advisor Representative

Trevor@roi-fa.com

Phone: 503-941-5925

Ext. 103

Carlos Donat

Carlos Donat

Investment Advisor Representative

Carlos@roi-fa.com

Phone: 503-941-5925

Ext. 305

Ryan Bright

Investment Advisor Representative

Ryan@roi-fa.com

Phone: 503-941-5925

Ext. 109

Jason Nissen

Director of Business Developement

Jason@roi-fa.com

Phone: 503-941-5925

Ext. TBD

Michele Johnson - ROI Financial

Michele Johnson

Director of Operations

Michele.l.johnson@roi-fa.com

Phone: 503-941-5925

Ext. 104

Korrin Ashmore

Client Services Manager

Korrin@roi-fa.com

Phone: 503-941-5925

Ext. TBD

Mitchell Reed

Client Services Specialist

Mitchell@roi-fa.com

Phone: 503-941-5925

Ext. TBD

be part of our success. join Our Team today.

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