The Team
Doneth & Sturdivant Wealth Advisors
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Our Advisors

Jason Doneth

Jason Doneth

Financial Advisor

More about me...

Contact

jason.doneth@ampf.com

503.399.1333

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments

Education

Bachelor of Science in Business from Western Oregon University
CA Insurance #0H68114

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James O Sturdivant

James O Sturdivant

Financial Advisor

More about me...

Contact

james.sturdivant@ampf.com

503.399.1333

Designations

APMA®

Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

Bachelor's Degree in Accounting & Finance from Corban University in 1996.
CA Insurance #0D87887

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Scott D Wiegal

Scott D Wiegal

Financial Advisor

More about me...

Contact

scott.wiegal@ampf.com

503.399.1333

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

B.S. Business, Economics Minor - Oregon State University - Corvallis, Oregon

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Kevin C Holland

Kevin C Holland

Financial Advisor

More about me...

Contact

kevin.holland@ampf.com

503.399.1333

Top Areas of Focus

  • Insurance
  • Sustainable and Responsible Investing
  • Investments

Education

Bachelors Degree in Human Communications. Southern Oregon University Ashland, Oregon.

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Andrea C Delapp

Andrea C Delapp

Financial Advisor

More about me...

Contact

andrea.delapp@ampf.com

503.399.1333

Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

Bachelor's Degree in Business Administration from Corban University in 2012.
CA Insurance #0M05247

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Derek A Gilbert

Derek A Gilbert

Financial Advisor

More about me...

Contact

derek.gilbert@ampf.com

503.399.1333

Top Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Education

Linfield College, Bachelor of Science, Business Major with Economics Minor

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Zac Hill

Zac Hill

Financial Advisor

More about me...

Contact

zac.hill@ampf.com

503.399.1333

Designations

CLTC®

Top Areas of Focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Investments

Education

Master of Science in Advanced Math Education from Oregon State University, B.S. in Mathematics from Corban University

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Dennis Twenge

Dennis Twenge

Financial Advisor

More about me...

Contact

dennis.twenge@ampf.com

503.399.1333

Designations

CFP®, ChFC®, LUTCF, AEP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

B.S. Business Administration, Oregon State University, Corvallis, Oregon

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Our Staff

Kim Berg

Kim Berg

Operations Manager
More about me...

Contact

kim.berg@ampf.com

503.399.1333

Marilou Doneth

Marilou Doneth

Client Relationship Manager
Jon Sturdivant

Jon Sturdivant

Paraplanner
Adrienne Dillard

Adrienne Dillard

Client Relationship Manager
Morgan Molan

Morgan Molan

Client Relationship Manager
Rebekah Daggett

Rebekah Daggett

Client Relationship Manager
Brook McGee

Brook McGee

Client Relationship Manager
Jessica Edsall

Jessica Edsall

Receptionist