The Team
The Permanence Group
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients, and really get to know them. This way, we understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

Our Advisors

Daniel Gellner

Daniel Gellner

Financial Advisor

More about me...

Contact

daniel.gellner@ampf.com

541.885.5499

Top Areas of Focus

  • Social Security Retirement Benefits
  • Investment Management
  • Family Finances

Education

B.S. Marketing Management, Oregon State University

VISIT MY WEBSITE

Josh Brakel

Josh Brakel

Financial Advisor

More about me...

Contact

joshua.brakel@ampf.com

503.439.1880

Designations

CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
CA Insurance #0K24216

VISIT MY WEBSITE

Ben Rollins

Ben Rollins

Financial Advisor

More about me...

Contact

benjamin.rollins@ampf.com

503.439.1880

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

B.A. Economics Oregon State University
CA Insurance #0K55218

VISIT MY WEBSITE

Shawn Colucy

Shawn Colucy

Financial Advisor

More about me...

Contact

shawn.colucy@ampf.com

503.439.1880

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
CA Insurance #0K85533

VISIT MY WEBSITE

Our Staff

Tammy Stokes

Tammy Stokes

Office Manager
Paraplanner
Shawna Rick

Shawna Rick

Receptionist
Administrative Assistant
James McLaughlin

James McLaughlin

Operations Manager
Natalie Cole

Natalie Cole

Client Relationship Manager