As an established private wealth advisory practice of Ameriprise Financial Services, LLC. with 146 years of combined financial industry experience amongst our advisors, we provide financial planning services as well as investment advisory services and insurance needs assessments. Through our process built on integrity, investment knowledge and attention to detail, we seek to guide and inform our clients to help you achieve your financial goals and dreams.


Our advisors

Justin Samples

Justin Samples

CRPC®, AWMA®

Private Wealth Advisor

Chief Executive Officer of Fulcrum Wealth Management Group
Learn more about Justin Samples Visit Justin Samples's website
Devlin Carothers

Devlin Carothers

CFP®

Financial Advisor

Learn more about Devlin Carothers Visit Devlin Carothers's website
Vieng Bounnam

Vieng Bounnam

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Vieng Bounnam Visit Vieng Bounnam's website
Robert Fix

Robert Fix

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Robert Fix Visit Robert Fix's website
Chris Crosby

Chris Crosby

APMA®, CRPC®

Financial Advisor

Learn more about Chris Crosby Visit Chris Crosby's website
Matthew Jeannes

Matthew Jeannes

JD, CPWA®, APMA®

Financial Advisor

Learn more about Matthew Jeannes Visit Matthew Jeannes's website
Kevin Harrell

Kevin Harrell

CLU®, APMA®

Financial Advisor

Insurance Specialist
Learn more about Kevin Harrell Visit Kevin Harrell's website
Thomas Frame

Thomas Frame

APMA®

Financial Advisor

Learn more about Thomas Frame Visit Thomas Frame's website

Our team

TJ Dicker

TJ Dicker

Operations Director

Qualifications

  • Series 7
  • Series 66
  • BS in Psychology from Western Washington University
  • In financial services industry since 2006

Roles & Responsibilities

  • Leadership and Development of Team members
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Lyndsay McEntee

Lyndsay McEntee

Marketing Consultant

Qualifications

  • Bachelor of Science in Business Administration from Gonzaga University

Roles & Responsibilities

  • Marketing strategy and execution, client experience, event management, leadership and development of employees and digital optimization.
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Justin Davis CRPC<sup>®</sup>

Justin Davis CRPC®

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠

Qualifications

  • Series 7
  • Series 66
  • B.S. in Political Science; Minor in Business – University of Oregon
  • In financial services industry since 2007

Roles & Responsibilities

  • Financial situation analysis, cash flow and income generation strategies, financial plan projections, saving optimization, tax efficiency, and retirement planning.
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Antonio Smith CFP<sup>®</sup>

Antonio Smith CFP®

Paraplanner

Qualifications

  • Certified Financial Planner®
  • Bachelor of Business Administration, Vanguard University of Southern California
  • Series 6
  • Series 7
  • Series 63
  • In financial services industry since 2006

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, Antonio will dig deep to find the answers you need.
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David McKinney CRPC<sup>®</sup>

David McKinney CRPC®

Paraplanner,

Investment Specialist

Qualifications

  • Series 6
  • Series 7
  • Series 65
  • Bachelor of Arts, Economics, Whitman College
  • In financial services industry since 2005
  • Insurance licensed in Oregon, Washington

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, David will dig deep to find the answers you need.
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Amy Teel

Amy Teel

Paraplanner

Qualifications

  • Bachelor of Business Administration, Loyola Marymount University
  • Series 7
  • Series 66
  • In financial services industry since 2014

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, Amy will dig deep to find the answers you need.
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Jenna Busick

Jenna Busick

Office Manager,

Client Service Coordinator

Qualifications

  • In financial services industry since 2001
  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Marta Benson

Marta Benson

Client Service Coordinator,

Office Manager

Qualifications

  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Brittany Olsen

Brittany Olsen

Client Service Coordinator

Qualifications

  • BS from Portland State University
  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Tiara Pajimola

Tiara Pajimola

Client Service Coordinator

Qualifications

  • BA in Psychology from Whitworth University

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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