Our Team

J. Eric Field, CFP®, CIMA® - Seattle, WA 98101

Chief Executive Officer

 

Jennifer Adelblue - Portland, OR

AVP Accounting Specialist

 

Scott D. Baines - Portland, OR

Senior Vice President - Investments

 

Anthony Bartels - Portland, OR

Operations Generalist

 

Ryan Brown - Portland, OR

AVP Operations Manager

 

Tera Brown - Portland, OR

VP Administrative Manager

 

Steven Chang - Portland, OR

Chief Compliance Officer

 

 

Marie Clow - Portland, OR

Registered Client Associate

 

 

Ginny Davis - Medford, OR

Supervisory Associate

 

Soren Erickson - Portland, OR

Assistant Bond Trader

 

Melissa Heikkinen - Portland, OR

Accounting Specialist

 

Sherrie Kerr - Portland, OR

VP  Director of Operations & Supervision

 

Melissa Kiser - Portland, OR

Registered Client Associate

 

Kevin McShane - Portland, OR

Investment Associate

 

Lee Melvin - Portland, OR

Client Relationship Associate

 

Pamela Oishi - Portland, OR

Registered Client Associate

 

Loura Oswald - Portland, OR

Registered Client Associate

 

Colleen Schriever - Portland, OR

Registered Client Associate

 

Jeani Winterbourne, CRPC® - Portland, OR

President/COO

 

Interested in joining us?

Learn more about current career opportunities, or call us at: 800.452.1929.

 

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