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

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

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

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

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.

Are you Sure you
want to leave?

Click Yes to be redirected. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access this site, you are leaving our website and assume total responsibility and risk for your use of the website being redirected to. These materials have been independently produced. ROI financial is independent of, and has no affiliation with the website being redirected to.