Our Financial Professionals

David R. Balk

David R. Balk - Portland, OR

First Vice President - Investments
Wealth Advisor

View Bio

 

David A. Carbiener

David A. Carbiener - Eureka, CA

Vice President - Investments

View Bio

 

Douglas P. Eikenberry, CFP®

Douglas P. Eikenberry, CFP® - Portland, OR

First Vice President - Investments
Wealth Advisor

View Bio

 

Shawn P. Gergen, CFP®

Shawn P. Gergen, CFP® - Eugene, OR

First Vice President - Investments
Wealth Advisor

View Bio

 

Mark Hwee, AAMS®

Mark Hwee, AAMS® - Portland, OR

First Vice President - Investments
Wealth Advisor

View Bio

 

Brian Joelson

Brian Joelson - Portland, OR

First Vice President - Investments
Wealth Advisor

View Bio

 

Jeffrey D. Kantor, CWS®

Jeffrey D. Kantor, CWS® - Portland, OR

Senior Vice President - Investments
Wealth Advisor

View Bio

 

Collin Lindsey

Collin Lindsey - Portland, OR

Vice President - Investments

View Bio

 

Douglas E. Lindsey

Douglas E. Lindsey - Portland, OR

Senior Vice President - Investments
Branch Manager
Wealth Advisor

View Bio

 
Justin Lindsey, APMA®

Justin Lindsey, APMA® - Portland, OR

Vice President - Investments
Senior Portfolio Manager 
Wealth Advisor
 

View Bio

 

Michael McGarry

Michael McGarry, CRPS® - Portland, OR

Financial Advisor

View Bio

 

Bill McShane

Bill McShane - Portland, OR

Senior Vice President - Investments

View Bio

 

Keith Morgan, AWMA®

Keith Morgan, AWMA® - Portland, OR

Senior Vice President - Investments
Wealth Advisor

View Bio

 

Donald F. Murray

Donald F. Murray - Portland, OR

Vice President - Investments

View Bio

 

Tinh T. Nguyen

Tinh T. Nguyen - Portland, OR

First Vice President - Investments
Wealth Advisor

View Bio

 

Duane J. Rodewald

Duane J. Rodewald - Portland, OR

Senior Vice President - Investments
Wealth Advisor

View Bio

 

Kevin G. Sahli

Kevin G. Sahli - Portland, OR

Senior Vice President - Investments

View Bio

 

 
Mark Tompkins

Mark Tompkins, CRPC® - Kennewick, WA

Assistant Vice President - Investments

View Bio

 

John P. VanScholten

John P. VanScholten - Eugene, OR

Senior Vice President - Investments

View Bio