ROI Team
Michele Johnson
ROI Financial support team
Manager of Business Operations
Phone
503-941-5925 Ext. 104
“I love living vicariously through the vacation photo our clients share!”
Director of “many-hats”
Since the founding of ROI Financial Advisors, Michele Johnson has worn many hats while overseeing day-to-day operations. Her professional philosophy is grounded in the belief that true success comes from building trust and delivering consistent value over time. Michele finds great joy in watching ROI clients meet, and often exceed, their financial goals, knowing she played a part in their success. In return, clients appreciate Michele’s nurturing nature, commitment to excellence, and passion for helping others.
Alex Ugas
ROI Financial support team
Client Services Specialist
Phone
503-941-5925 Ext. 308
“Turning spreadsheets into stories means every number has a purpose — and that purpose is what drives your success.”
Turning data into joy
Alex believes numbers are more than just figures — they tell the story of a client’s financial journey. With a background in business analytics, he translates complex data into clear, actionable plans. His goal is to help clients feel confident about each step they take toward their future.
Hector Flores
ROI Financial support team
Client Services Specialist
Phone
Roxana Bautista
ROI Financial support team
Client Services Specialist
Phone
“I believe that small efforts create big impacts — especially when they come from a place of care.”
Dependable. Responsible. Driven.
Roxana Bautista believes that exceptional client service is the foundation of a great financial experience — and that every detail matters. As ROI’s Client Service Specialist, Roxana is often the first voice clients hear and the first face they see, and she takes that responsibility to heart. She brings warmth, professionalism, and a sharp eye for detail to every interaction, whether she’s preparing reports for advisors, organizing client meetings, or solving logistical challenges behind the scenes.