TruBridge Wealth Advisors

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 to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.


Advisors

Chad Martindale

Chad Martindale

Private Wealth Advisor

Visit Chad Martindale's website
Thomas Hoover

Thomas Hoover

Financial Advisor

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Jacob Easterly

Jacob Easterly

Financial Advisor

Visit Jacob Easterly's website
Travis Van Dyke

Travis Van Dyke

Financial Advisor

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