Meet Our Team

Michael J. Maletteri

PRESIDENT | CEO 
CFP® CLU®, ChFC®, CFBS

Renowned basketball coach, John Wooden, once said, “Success is peace of mind, which is a direct result of self-satisfaction in knowing you made the effort to become the best of which you are capable”. Since 1995, Mike has enjoyed coaching both clients and financial professionals along their distinctive paths to success.

 

A native of Philadelphia, Mike built a successful financial services practice advising clients throughout communities in the greater Philadelphia area. A self-described “student of the business”, Mike rapidly earned professional designations to deepen his knowledge and enhance the value brought to clients. Mike’s growth-oriented mindset made him a natural choice for leadership and development roles in firms throughout eastern and central Pennsylvania. His efforts have been recognized with numerous accolades and awards including Million Dollar Roundtable in 2006 & 2009 and Sales Manager of the Year at Northwestern Mutual from 2008-2010.

 

Given his track record of success, in September 2014, Mike was appointed as Agency President of MassMutual Oregon, a firm with well-established roots of over 100 years. Under his leadership, MassMutual Oregon has experienced sustained growth and greater visibility throughout Oregon and SW Washington.

 

Mike attributes the firm’s success to the company culture. In his signature servant-leader style, Mike creates and fosters an environment that provides professionals with one-on-one coaching, structured training opportunities, and personalized development plans to help ensure their success. His investments in the training and development of his team have paid off. The firm has been on the Oregon Business “100 Best Companies to Work for in Oregon” list for Mike’s 5-year tenure and is one of the fastest-growing MassMutual firms in the country.

 

Mike feels fortunate that he and his family can call the Pacific Northwest their home. He is an avid reader of books on the topic of leadership and a passionate Philadelphia sports fan. Mike is grateful for the opportunity to make a difference in the community and is especially proud to support The Leukemia & Lymphoma Society.

 

Registered Principal of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org) 5885 Meadows Rd, Suite 850, Lake Oswego OR, 97035. 503-221-1211. Lake Oswego Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Nathan Price

FINANCIAL ADVISOR |  INVESTMENT SPECIALIST

Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

  • Define your personal financial goals

  • Develop a financial strategy that can help you achieve these goals

  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame

  • Implement your strategy with products and services that help meet your needs.

     

Kevin Kirkpatrick

FINANCIAL PLANNER,  
LUTCF®

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I provide total financial needs analysis through a network of experienced professionals with expertise in:


• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

Do you have a planner, agent or advisor that provides you with outstanding service? Don’t keep them a secret. I am always looking to meet with top professionals in financial services to understand the work they do and share what our organization offers. Refer someone to me today!
 

Mark Fuchs

INSURANCE PROFESSIONAL

I pride myself on getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

As a member of the Tigard Chamber, I am very active in my community and spend my free time outside of work either planning to go to or at Disneyland with my beautiful wife, Monica and our four children.


 

Lucas Flores

FINANCIAL ADVISOR

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Matt Witten

FINANCIAL PLANNER,
CFP®

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients

Dante Filippini

FINANCIAL SERVICES REPRESENTATIVE

I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement income solutions

  • Estate strategies

  • Employee benefit and retention services

  • Business continuation strategies

Our Staff

Nikki Serhan  

Director Of Operations

Kelsey Bond  

New Business Coordinator

Vanessa Olson

New Business | Paraplanner Associate

Lauren Maia

Practice Development Specialist

Erica Knutson

Agency Assistant

Carrie Moffitt

CFO

Josh Stork

Agency Supervisory Officer

Jake Odegaard

Paraplanner

Nathan Jones

Agency Technology Specialist

Dayna Schroeder 

Executive Assistant

Office Hours:

Monday-Friday

8:00-5:00pm

Lake Oswego Wealth Strategies

5885 Meadows Rd. Suite 850

Lake Oswego, OR 97035

T (503) 221-1211

(503) 221-0493

Contact Us

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC. (www.SIPC.org) Supervisory address: 5885 Meadows Rd., Suite 850, Lake Oswego, OR 97035. (503) 221-1211. Lake Oswego Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

 

Lake Oswego Wealth Strategies is licensed to sell insurance in: AK, AZ, CA, CO, FL, HI, IA, ID, MS, MT, NV, OH, OR, PA, TX, UT, WA and securities in AK, AZ, CA, CO, FL, HI, IA, MN, MT, MS, NJ, NM, NV, OR, PA, WA

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CRN202205-264551