Broker Check

Advisors and Associates

Albany Office

Kellie  Morgan

Kellie Morgan

Advisor Assistant for Linda Kjerulf/Steven Goto

541-967-9328

541-967-9544

Steven  Goto

Steven Goto

Financial Advisor

541-967-9328

541-967-9544

Whitney  Murray

Whitney Murray

Advisor Associate for Linda Kjerulf/Steven Goto

541-967-9328

541-967-9544

Bend Office

Ed Guest

Financial Advisor

541-382-1456

541-382-2172

Tonya Rosamond

Advisor Assistant for Ed Guest

541-382-1456

541-382-2172

Eugene Office

Jeremiah  Kerber

Jeremiah Kerber

Advisor Associate for Heather Tucker

541-683-5575 x109

541-683-4461

Leslie Greene

Advisor Assistant for Alex VonderHaar

541-683-5575

541-683-4461

Lake Oswego Office

Anna Sims

Advisor Assistant for Zac Beckhusen

503-627-0740

503-641-4905

Christine  Over

Christine Over

Advisor Associate for Jim Strauch

503-627-0740

503-641-4905

EJ  Cortez

EJ Cortez

Advisor Associate for Rich Williams

971-317-7016

360-693-0146

James Walsh

James Walsh

Financial Advisor

503-627-0740

503-641-4905

Kevin  Fredrickson

Kevin Fredrickson

Advisor Associate for Matt Jung/Daniel Dunham

503-675-4482

503-675-2425

Kim Laird

Kim Laird

Advisor Associate for Matt Jung/Daniel Dunham

503-627-0740

503-641-4905

Matt  Jung

Matt Jung

Financial Advisor

503-675-4482

503-675-2425

Megan Layton

Advisor Associate for Matt Jung/Daniel Dunham

503-675-4482

503-675-2425

Nicholas Christensen

Advisor Assistant for Susan Yesilada/Kristopher Sleeman

503-627-0740

503-641-4905

Sara Rhodes

Sara Rhodes

Advisor Associate for Christine Over/John Strauch/Jim Strauch

503-627-0740

503-641-4905

Tara Roy

Advisor Assistant

503-627-0740

503-641-4905

Lincoln City Office

Abbie Summers

Advisor Assistant for Duane Silbernagel

541-614-1322

541-614-1323

Camilla Palumbo

Advisor Assistant for Duane Silbernagel

541-614-1322

541-614-1323

Medford Office

Portland Office

Brian  Horn

Brian Horn

Financial Advisor

503-238-6036

503-238-7056

Casey Orlovskaya

Advisor Assistant

Cole  Mills

Cole Mills

Financial Advisor

503-238-6036

503-238-7056

Corinna  Birch

Corinna Birch

Advisor Assistant for Cole Mills

503-238-6036

503-238-7056

Greg  Baker

Greg Baker

Financial Advisor

503-238-6036

503-238-7056

Heather Jett

Advisor Assistant for Cole Mills

503-238-6036

503-238-7056

Jacob  Mills

Jacob Mills

Advisor Associate for Cole Mills

503-238-6036

503-238-7056

Jamie  Granderson

Jamie Granderson

Advisor Assistant for Doug Irish/Adam Charuhas

503-238-6036

503-238-7056

Jillian  Benedick

Jillian Benedick

Advisor Assistant for Doug Irish/Adam Charuhas

503-238-6036

503-238-7056

Lisa Wolff

Advisor Assistant for Cole Mills

503-238-6036

503-238-7056

Marc  Sundberg

Marc Sundberg

Advisor Associate for Doug Irish

503-238-6036

503-238-7056

Michael  Ramey

Michael Ramey

Advisor Associate for Cole Mills

503-238-6036

503-238-7056

Oleg Vykhovanets

Advisor Assistant to Greg Baker

503-238-6036

503-238-7056

Phil  Jasso

Phil Jasso

Advisor Associate for Cole Mills

503-238-6036

503-238-7056

Taylor  Wiedeman

Taylor Wiedeman

Advisor Assistant for Cole Mills

503-238-6036

503-238-7056

Roseburg Office

Keith Young

Advisor Associate for Connie Benham

541-673-1005

541-677-9655

Marcia Gregory

Advisor Assistant for Connie Benham

541-673-1005

541-677-9655

Vancouver Office

Carice Cooper

Advisor Assistant for Colleen Lenard

360-694-1266

360-693-0146

Denise Cora

Advisor Assistant for Harry White III

360-694-1266

360-693-0146

Janelle  Bergstrom

Janelle Bergstrom

Advisor Associate for Wes Borgstedt

360-694-1266

360-693-0146

Katrina Peterson

Advisor Assistant for Wes Borgstedt

360-694-1266

360-693-0146

Rick Turner

Advisor Associate for Rich Williams

360-619-5349

360-693-0146

Ronda Pearce

Advisor Assistant for Wes Borgstedt

360-694-1266

360-693-0146

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