TruBridge Wealth Advisors

TruBridge Wealth Advisors exists to help our clients feel more confident about their financial futures. We help clients live the life they envision by engaging in a goal based financial planning relationship, strengthened by our knowledge and compassion to serve.


Advisors

Chad Martindale, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Chad Martindale

CFP®, BFA, APMA

Private Wealth Advisor

Chief Executive Officer of TruBridge Wealth Advisors
Visit Chad Martindale's website
Jacob Easterly, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

Jacob Easterly

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jacob Easterly's website
Melanie Finkle, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

Melanie Finkle

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Melanie Finkle's website
Travis Van Dyke, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

Travis Van Dyke

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Van Dyke's website

Team

Suzanne M. Johansen

Suzanne M. Johansen

Operations Director,

Business Development Director
Jessica Trout

Jessica Trout

Client Service Manager,

Paraplanner

Qualifications

  • George Fox University Graduate
  • Securities Licenses: Series 7, 66
  • Life & Health Insurance License
  • Ameriprise Financial Team Member Since 2005
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Lisa Martindale

Lisa Martindale

Financial Planning Specialist

Brett Thomas

Brett Thomas

Client Service Specialist,

Paraplanner

Qualifications

  • Securities Licenses: Series 7, 66
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Rozita Walsh

Rozita Walsh

Client Service Specialist

Lai Tzio

Lai Tzio

Client Service Coordinator