OUR AGENTS
OUR TEAM
INVESTMENT TEAM / WEALTH CONSULTANTS / OPERATIONS TEAM / FAMILY OFFICE TEAM
Senior Financial Planner
Regional Director Oregon
HEIDI JEROMANOVS, CFP®
KATIE VERCIO,
CDFA, CFP®
Certified Financial Planner
JEFF OTIS
Senior Wealth Consultant
MIKE WIESMANN
Wealth Consultant, Partner
QUINN STERLING, CFP®
Wealth Consultant
ROB DAINARD, CFA®
Wealth Consultant, Research Associate
LARRY MORRIS
Wealth Consultant
