The Team

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.

Our Advisors

Chad Martindale

Chad Martindale

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

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

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Thomas Hoover

Thomas Hoover

Financial Advisor

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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

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Ralph Luchterhand

Ralph Luchterhand

Financial Advisor

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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

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Jacob Easterly

Jacob Easterly

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

B.B.A. Finance, University of Portland, 2007

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Travis Van Dyke

Travis Van Dyke

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

Bachelor of Science, Finance, Oregon State University

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Our Staff

Suzanne M. Johansen

Suzanne M. Johansen

Business Development Director

Operations Director
Jessica Trout

Jessica Trout

Paraplanner

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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
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Personal Intro

  • Ameriprise Financial Team Member Since 2010
Lisa Martindale

Lisa Martindale

Financial Planning Specialist