Broker Check

Our Team

WEALTH ADVISORS

Greg Bowen

Greg Bowen, CFP®, ChFC®

Financial Advisor | Managing Principal

503-620-5236

503-620-5273

Doug Perry

Doug Perry, CRPC®

Financial Advisor | Managing Principal

503-620-5236

503-620-5273

Robert Biancardi

Robert Biancardi, CWS®, AIF®

Financial Advisor | Managing Principal

503-620-5236

503-926-9138

Kip Mechals

Kip Mechals

Financial Advisor, Investment Advisor Representative

503-434-2757

877-326-6055

Eric Adler

Eric Adler

Financial Advisor, Investment Advisor Representative

503-434-2757

877-326-6055

Paul Erenfeld

Paul Erenfeld

Financial Advisor

503-620-5236

503-620-5273

Eric Evans

Eric Evans

Financial Advisor

503-822-3986

503-620-5273

Michael Jeanfreau

Michael Jeanfreau, MBA

Financial Advisor | Managing Director

503-620-5236

503-620-5273

Ivory Becker

Ivory Becker

Financial Advisor

503-620-5236

503-620-5273

Advisor Support

Chrissy Boell

Chrissy Boell

Executive Assistant

503-620-5236

503-620-5273

Courtney Santoro

Courtney Santoro

Administrative Assistant

503-620-5236

503-620-5273

Janice Novak

Janice Novak

Executive Assistant

503-620-5236

503-620-5273

Karen Blair

Karen Blair

Administrative Assistant

503-620-5236

503-620-5273

Kyong Porreco

Kyong Porreco

Director of Client Relations & Marketing - McMinnville

503-434-2757

Lauren Bingham

Lauren Bingham

Administrative Assistant

503-434-2757

503-867-8553

Matt Larson

Matt Larson

Executive Assistant

503-620-5236

503-926-9138

Michael Jeanfreau

Michael Jeanfreau, MBA

Financial Advisor | Managing Director

503-620-5236

503-620-5273

Natalie Smith

Natalie Smith

Operations Coordinator

503-620-5236

503-620-5273

Shelly  Zinda

Shelly Zinda

Director of Operations - McMinnville

503-434-2757