Wealthbridge Advisors

We know that not everyone has the same financial goals. That’s why we take the time to understand every individual’s unique journey in order to create a financial plan based on what is most important to them, bringing clarity to their financial future.


Advisors

Joshua T Gregory, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Joshua T Gregory

CFP®, APMA®

Private Wealth Advisor

Visit Joshua T Gregory's website
Joseph Williams, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Joseph Williams

ChFC®, CLU®, APMA®

Financial Advisor

Chief Investment Officer of Wealthbridge Advisors
Visit Joseph Williams's website
David Lehman, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

David Lehman

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Lehman's website
Travis Wesley, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Travis Wesley

CFP®, APMA®, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Wesley's website
Houston Thom, Associate Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Houston Thom

APMA®

Associate Financial Advisor

Investment Specialist
Visit Houston Thom's website
Ronald Lam, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Ronald Lam

CFP®

Financial Advisor

Visit Ronald Lam's website
Athena Gatan, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Athena Gatan

CLTC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Athena Gatan's website
Douglas Godfrey, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Douglas Godfrey

APMA®

Financial Advisor

Visit Douglas Godfrey's website
Kieric Wilcox, Associate Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Kieric Wilcox

APMA®, CFP®

Associate Financial Advisor

Visit Kieric Wilcox's website

Team

Tricia Campbell

Tricia Campbell

Operations Manager

Melissa Rubio

Melissa Rubio

Marketing Manager

Catherine Chachas

Catherine Chachas

Financial Planning Specialist

Yasmin Fazal

Yasmin Fazal

Client Service Specialist

Candace Williams

Candace Williams

Business Development Specialist

Dennis Jones

Dennis Jones

Operations Specialist

Natalie Pace

Natalie Pace

Practice Manager

Renee Cook

Renee Cook

Client Service Manager

Taylor Shirley

Taylor Shirley

Financial Planning Specialist