TruBridge Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Chad Martindale

Chad Martindale

Private Wealth Advisor

Chief Executive Officer of TruBridge Wealth Advisors
Visit Chad Martindale's website
Thomas Hoover

Thomas Hoover

Financial Advisor

Visit Thomas Hoover's website
Melanie Finkle

Melanie Finkle

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Melanie Finkle's website
Travis Van Dyke

Travis Van Dyke

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Travis Van Dyke's website

Team

Suzanne M. Johansen

Suzanne M. Johansen

Business Development Director,

Operations Director
Jessica Trout

Jessica Trout

Paraplanner

Qualifications

  • George Fox University Graduate
  • Securities Licenses: Series 7, 66
  • Life & Health Insurance License
  • Ameriprise Financial Team Member Since 2005
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Lisa McBride

Lisa McBride

Paraplanner

Rozita Walsh

Rozita Walsh

Client Service Manager

Shannon Altringer

Shannon Altringer

Client Service Coordinator,

Event Planner

Personal Intro

  • Ameriprise Financial Team Member Since 2010
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Lisa Martindale

Lisa Martindale

Financial Planning Specialist