Our Team

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

Chief Executive Officer

Jennifer Adelblue - Portland, OR

AVP Accounting Specialist

Heather Anderson - Portland, OR

VP Operations Principal

John Bacialli - Portland, OR

VP Investments, Sales Manager

Anthony Bartels - Portland, OR

Operations Generalist

Ryan Brown - Portland, OR

AVP Operations Manager

Tera Brown - Portland, OR

AVP Administrative Manager

Missy Burton - Portland, OR

Accounting Specialist

Nancy Cosby - Portland, OR


Ginny Davis - Medford, OR

Supervisory Associate

Melissa Heikkinen - Portland, OR

Accounting Specialist

Sherrie Kerr - Portland, OR

VP 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

Kathy Rasmussen - Portland, OR

VP Compliance

Colleen Schriever - Portland, OR

Registered Client Associate

Harry Striplin - Portland, OR

SVP Chief Compliance Officer

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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