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.

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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.

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Congratulations Nathan on winning the 2022 Five Star Wealth Manager award!

The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including retention rates, client assets administered, firm review and favorable regulatory and complaint history.

Kevin Kirkpatrick

FINANCIAL PLANNER,  
CFP
®

Preparing for the 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!
 

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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

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Dante Filippini

FINANCIAL ADVISOR

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

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Ryan Schopp

FINANCIAL ADVISOR |  DIRECTOR OF FINANCIAL PLANNING

Ryan Schopp is the Director of Financial Planning at Lake Oswego Wealth Strategies. Ryan’s expertise and passion are in the world of holistic financial planning, primarily working with high net-worth individuals and liquidating highly appreciated assets in the most tax-efficient manner. With tax efficiency and tax forward-thinking being at the center of his planning process, Ryan is continually educating himself and the LOWS Team with new strategies and changes to the tax code.

Ryan has been married to his high school sweetheart, Alexandra, since 2012. They have 5-year-old twins, Davis Ryan and Georgia James, and live in Chehalis, WA. When Ryan is not spending time with his family, or working, he is on the golf course or out in the woods.

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Lucas Flores

FINANCIAL ADVISOR

Lucas Flores has been in the financial planning industry since 2017. Lucas works with Individuals, families, and businesses to build a financial plan with his primary focus in retirement planning, wealth management and wealth preservation strategies. Working with an independent financial planning firm, Lucas provides solutions for each client’s unique situation and continues to provide a high level of service as their lives change. Lucas is an Investment Advisor Representative and holds his FINRA SIE, Series 7 and 66 registrations.

 

Lucas was raised in Dayton, Oregon and graduated from Oregon State University with an Economics degree. In Lucas’ free time he enjoys playing golf, wine tasting, traveling, as well as cooking for his friends and family.

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Skye Suzuki

FINANCIAL ADVISOR

I was born and raised in Kealakekua on the Big Island of Hawaii and attended the University of Portland, graduating with degrees in Finance & Accounting. Traveling, spending time with friends and family at the beach, and finding unique places to eat are a few things I enjoy.  

 

I believe your trust and my accountability are the cornerstones to a successful, professional financial relationship. With my background and experience, I am committed to securing and providing the resources needed to help make quality financial decisions. Together, I work to provide an analysis of your current financial situation and help: 

  • Identify financial goals & concerns 

  • Illustrate what we'll do to reach those goals 

  • Identify gaps and offer solutions to help address them 

 

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Beau Gunderson

FINANCIAL ADVISOR

Beau Gunderson was born and raised in the local area – attended Clackamas High School and then graduated from the University of Oregon in 2020. He’s passionate about helping families and individuals in the area achieve their financial goals.

 

Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, he promises a new level of attention, insight and capability.

 

Aside from his role as a financial advisor, Beau coaches basketball for Lakeridge and loves donating his time to develop the youth of our community. He’s also an avid golfer!

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Michael Koukoumanos

FINANCIAL ADVISOR

My goal is to provide families and business owners with assistance in building their financial freedom. 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. I will assist you as 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.   

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Our Staff

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Nikki Serhan  

Director Of Operations

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Emily Trumpus

Executive Assistant

Agency Marketing Professional

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Jessica Banuelos
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Carrie Moffitt

CFO

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Josh Stork

Agency Supervisory Officer

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Kelsey Bond  

New Business Coordinator

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Lauren Maia

Practice Development Specialist | Paraplanner