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OUR AGENTS

OUR TEAM

INVESTMENT TEAM  /  WEALTH CONSULTANTS  /  OPERATIONS TEAM  /  FAMILY OFFICE TEAM

Senior Financial Planner

Regional Director Oregon
 

 

HEIDI JEROMANOVS, CFP®

 

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KATIE VERCIO, 

CDFA, CFP®

Certified Financial Planner 

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JEFF OTIS

Senior Wealth Consultant

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MIKE WIESMANN

Wealth Consultant, Partner

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QUINN STERLING, CFP®

Wealth Consultant

 

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ROB DAINARD, CFA®

Wealth Consultant, Research Associate

 

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LARRY MORRIS

Wealth Consultant