Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Dale Donaldson, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Dale Donaldson

CRPC®, APMA®, RICP®

Private Wealth Advisor

Franchise Owner
Learn more about Dale Donaldson Visit Dale Donaldson's website
Joshua T Gregory, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Joshua T Gregory

CFP®, APMA®

Private Wealth Advisor

Learn more about Joshua T Gregory Visit Joshua T Gregory's website
Joseph Williams, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Joseph Williams

ChFC®, CLU®, APMA®

Financial Advisor

Chief Investment Officer of Wealthbridge Advisors
Learn more about Joseph Williams Visit Joseph Williams's website
David Lehman, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

David Lehman

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Lehman Visit David Lehman's website
Travis Wesley, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Travis Wesley

APMA®, AIF®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Travis Wesley Visit Travis Wesley's website
Houston Thom, Associate Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Houston Thom

APMA®

Associate Financial Advisor

Investment Specialist
Learn more about Houston Thom Visit Houston Thom's website
Ronald Lam, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Ronald Lam

CFP®

Financial Advisor

Learn more about Ronald Lam Visit Ronald Lam's website
Kieric Wilcox, Associate Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Kieric Wilcox

Associate Financial Advisor

Learn more about Kieric Wilcox Visit Kieric Wilcox's website
Douglas Godfrey, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Douglas Godfrey

APMA®

Financial Advisor

Learn more about Douglas Godfrey Visit Douglas Godfrey's website

Athena Gatan

CLTC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Athena Gatan Visit Athena Gatan's website

Our team

Tricia Campbell

Tricia Campbell

Operations Manager

Melissa Rubio

Melissa Rubio

Marketing Manager

Catherine Chachas

Catherine Chachas

Financial Planning Specialist

Yasmin Fazal

Yasmin Fazal

Client Service Specialist

Candace Williams

Candace Williams

Business Development Specialist

Dennis Jones

Dennis Jones

Operations Specialist

Natalie Pace

Natalie Pace

Practice Manager

Renee Cook

Renee Cook

Client Service Manager

Taylor Shirley

Taylor Shirley

Financial Planning Specialist