With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



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
Joshua T Gregory, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Joshua T Gregory

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Joshua T Gregory
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
David Lehman, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

David Lehman

CFP®, APMA

Financial Advisor

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

Travis Wesley

CFP®, APMA, AIF®, CRPS, CRPC

Financial Advisor

Business Financial Advisor
Learn more about Travis Wesley
Athena Gatan, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Athena Gatan

CLTC®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Athena Gatan
Douglas Godfrey, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Douglas Godfrey

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Douglas Godfrey
Natalie Pace, Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Natalie Pace

Financial Advisor

Learn more about Natalie Pace
Kieric Wilcox, Associate Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Kieric Wilcox

CFP®, APMA

Associate Financial Advisor

Learn more about Kieric Wilcox
Houston Thom, Associate Financial Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Houston Thom

Associate Financial Advisor

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

Ronald Lam

CFP®

Financial Advisor

Learn more about Ronald Lam


Our team

Tricia Campbell

Tricia Campbell

Operations Manager

Qualifications

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Dennis Jones

Dennis Jones

Operations Specialist

Qualifications

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Renee Bennett

Renee Bennett

Operations Specialist

Yasmin Fazal

Yasmin Fazal

Client Service Specialist

Catherine Chachas

Catherine Chachas

Financial Planning Specialist

Taylor Shirley

Taylor Shirley

Financial Planning Specialist

Candace Williams

Candace Williams

Business Development Specialist,

Marketing Specialist

Qualifications

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