The Team

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.


Our Advisors

Chad Martindale

Chad Martindale

Private Wealth Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
CA Insurance #0D32036

VISIT MY WEBSITE

Ralph Luchterhand

Ralph Luchterhand

Financial Advisor

More about me...

Designations

MBA, CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Education

CFP Professional Education Program, 1992, College for Financial Planning, Denver, Master of Business Administration, 1986, Portland State University, Bachelor of Science, 1974, Portland State University
CA Insurance #0B99039

VISIT MY WEBSITE

Thomas Hoover

Thomas Hoover

Financial Advisor

More about me...

Designations

CFP®, MBA, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management

Education

Bachelor of Science, Finance, Master of Business Administration

VISIT MY WEBSITE

Melanie Finkle

Melanie Finkle

Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science, Biology, George Fox University

VISIT MY WEBSITE

Travis Van Dyke

Travis Van Dyke

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

Bachelor of Science, Finance, Oregon State University

VISIT MY WEBSITE

Our Staff

Suzanne M. Johansen

Suzanne M. Johansen

Business Development Director

Operations Director
Jessica Trout

Jessica Trout

Paraplanner

More about me...

Qualifications

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

Lisa McBride

Paraplanner

Rozita Walsh

Rozita Walsh

Client Service Manager

Shannon Altringer

Shannon Altringer

Client Service Coordinator

Event Planner
More about me...

Personal Intro

  • Ameriprise Financial Team Member Since 2010
Lisa Martindale

Lisa Martindale

Financial Planning Specialist