Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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West: Oregon

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Jessica Caruso, CFP®

Executive Managing Director

Portland, Portland – South, Roseville, Walnut Creek

Karrie Spencer, CFP^®

Managing Director

Bellevue, Portland, Portland – South

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Sun Valley, Portland

Chad Staskal, CFP®

Sr. Wealth Advisor

Bend

Courtney Mersereau, CFP®

Wealth Advisor

Portland

David Stuehling, FP®, ChFC®, RICP®

Wealth Advisor

Bend – Downtown, Portland, Portland – South

James Roundy, CFP®, CEPA

Wealth Advisor

Portland – South

Jennifer Currin Gutridge, CFP®

Sr. Wealth Advisor

Portland – South

John Swanson

Sr. Wealth Advisor

Bend – Downtown

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Kyle Dodrill, CFP®, APMA™

Wealth Advisor

Portland, Portland – South

Matthew Hobson

Wealth Advisor

Bend

Michael Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor

Portland, Portland – South, Scottsdale

Reece Betcher

Wealth Advisor

Portland

Sarah Elise Berry, CFP®

Sr. Wealth Advisor

Portland – South

Stephen Crabb, CFP®

Wealth Advisor

Portland, Portland – South

Suzanne Daniel, CFP®

Wealth Advisor

Bend

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Travis Poulos, CFP®

Regional Vice President

Portland, Portland – South

Nikki Ivins

Sr. Client Development Associate

Portland – South

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