Our Team

Jennifer Adelblue - Portland, OR

AVP Accounting Specialist

Heather Anderson - Portland, OR

AVP Operations Principal

John Bacialli - Portland, OR

VP Investments, Sales Manager

Whitney Bradshaw - Kennewick, WA

Client Service Assistant

Ryan Brown - Portland, OR

Operations Manager

Tera Brown - Portland, OR

Administrative Manager

Missy Burton - Portland, OR

Accounting Specialist

Nancy Cosby - Portland, OR

Receptionist

Ginny Davis - Medford, OR

Registered Client Associate

Amanda Dodson - Medford, OR

Registered Client Associate

Vince Evans - Beaverton, OR

Registered Client Associate

Sherrie Kerr - Portland, OR

VP Supervision

Melissa Kiser - Lake Oswego, OR

Registered Client Associate

Kevin McShane - Portland, OR

Investment Associate

Lee Melvin - Portland, OR

Assistant Bond Trader

Pamela Oishi - Portland, OR

Registered Client Associate

Kathy Rasmussen - Portland, OR

AVP Compliance

Colleen Schriever - Portland, OR

Registered Client Associate

Jenny Staggenborg - Portland, OR

VP FinOp

Harry Striplin - Portland, OR

SVP Chief Compliance Officer

Jeani Winterbourne - Portland, OR

President & CEO

Audra Wooten - Portland, OR

Accounting Specialist

Interested in joining us?

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

 

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