ROI Team

Simple. Smart. Effective.

Meet The Team

ROI FINANCIAL ADVISORS

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

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

Michele Johnson

Manager of Business
Operations

Michele.l.johnson@roi-fa.com

Phone: 503-941-5925

Ext. 104

Mitchell Reed

Client Services Specialist

Mitchell@roi-fa.com

Phone: 503-941-5925

Ext. 108

Trystan Swiger

INTERN

Trystan@roi-fa.com

Phone: 503-941-5925

Ext. 

Trystan Swiger

INTERN

Trystan@roi-fa.com

Phone: 503-941-5925

Ext. 

Alex Ugas

Client Services Specialist

Alex@roi-fa.com

Phone: 503-941-5925

Ext. 308

Hector Flores

Financial Analyst

Hector@roi-fa.com

Phone: 503-941-5925

Ext. 

Trystan Swiger

INTERN

Trystan@roi-fa.com

Phone: 503-941-5925

Ext. 

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Phone: 503-941-5925

 

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