Simple. Smart. Effective.

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

[email protected]

Phone: 503-941-5925

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

Trevor Bruno

Investment Advisor Representative

[email protected]

Phone: 503-941-5925

Ext. 103

Carlos Donat

Investment Advisor Representative

[email protected]

Phone: 503-941-5925

Ext. 305

Michelle Johnson

Director of Business
Operations

[email protected]

Phone: 503-941-5925

Ext. 104

Tighe Burnham

FINANCIAL ANALYST
LAKE OWSEGO

[email protected]

Phone: 503-941-5925

Ext. TBD

Mitchell Reed

Client Services Specialist
CLACKAMAS

[email protected]

Phone: 503-941-5925

Ext. 108

Alex Ugas

Client Services Specialist
BEAVERTON

[email protected]

Phone: 503-941-5925

Ext. 308

Sydney Severn

Reception and
Client Services Specialist

[email protected]

Phone: 503-941-5925

Ext. 111

JOIN OUR TEAM!

INVEST IN YOUR FUTURE!
Professional GROWTH | Big IDEAS

JOIN OUR TEAM!

Phone: 503-941-5925

 

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