The Team

TruBridge Wealth Advisors

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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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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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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Melanie Finkle

Melanie Finkle

Financial Advisor

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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

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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