525 Bigham Knoll Jacksonville, OR 97530P: (541) 770.9000F: (541) 779.0006
Matthew C. Patten
AIF® Chief Executive Officer Portfolio Manager
Carol Fischer
Director of Client Relations
Jenny LeRoy
AIF®, CFP® Director of Institutional Services
Brooke Cutler Ashland
Chief Compliance Officer
Dean Russo
AAMS® Senior Wealth Advisor
Ellery Barney
CDFA® CFP® Wealth Advisor
TJ Caughell
Financial Advisor
Brian Wilhite
Corporate Development
Madison Raffensperger
Operations Manager
Esther Travis
Operations Assistant
Kylie Edwards
John Babbitt
Systems Administrator
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