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

Missy Burton - Portland, OR

Accounting Specialist

Steven Chang - Portland, OR

Chief Compliance Officer

Marie Clow - Portland, OR

Registered Client Associate

Nancy Cosby - Portland, OR


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 - Lake Oswego, 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


Interested in joining us?

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


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