Falcon Ridge Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Zachary Blalack

Zachary Blalack

Financial Advisor

Managing Partner of Falcon Ridge Wealth Management
Visit Zachary Blalack's website
William Anderson

William Anderson

Financial Advisor

Managing Partner of Falcon Ridge Wealth Management
Visit William Anderson's website

Team

Sheila Hasty

Sheila Hasty

Office Manager,

Administrative Assistant

Qualifications

  • Sheila has over 20 years’ experience within the financial industry as an Administrative Assistant and Office Manager

Roles & Responsibilities

  • Sheila is the face of our team and will ensure visitors receive a heartwarming welcome whether you visit our office or give us a call. Sheila oversees office operations and procedures.
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Gina Seeley

Gina Seeley

Administrative Assistant

Qualifications

  • Gina has over 11 years’ experience within the financial industry as an Administrative Assistant and 401k Specialist, supporting the financial advisors and the team.

Roles & Responsibilities

  • She is highly motivated and customer service is always a top priority in assisting individual investors and/or 401k groups.
  • Gina has set a foundation of building trust and long-lasting relationships between clients and the firms that we work with. Gina schedules for 401k meetings and Wm Scott Anderson.
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Connie Luckman

Connie Luckman

Administrative Assistant

Qualifications

  • Connie has over 10 years’ experience within the financial industry as an Administrative Assistant and Scheduling coordinator with Ameriprise.

Roles & Responsibilities

  • Connie excels at customer service and her knowledge of the Ameriprise platform. Connie schedules Bob Welle's appointments.
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Michele Munroe

Michele Munroe

Administrative Assistant

Qualifications

  • Michele is our newest team member. Michele has worked in the financial industry with Ameriprise for the past two years.

Roles & Responsibilities

  • Michele works in the Eugene office. Michele assists Zack Blalack and is responsible for scheduling Zack's appointments.
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