Licensing
Michael J. Maletteri
PRESIDENT | CEO
CFP® CLU®, ChFC®, CFBS
Licensed to sell insurance in: OR, WA, PA
Licensed to sell securities in: OR, WA, PA, NJ, NM, VA, ID, MT

Nathan Price
FINANCIAL ADVISOR | INVESTMENT SPECIALIST
Licensed to sell insurance in: OR, WA, FL, UT
Licensed to sell securities in: OR, WA, CA, AZ, FL, MN, TX, UT
Kevin Kirkpatrick
FINANCIAL PLANNER
LUTCF®
Licensed to sell insurance in: OR, WA, AZ, AK, CA Insurance License #4040050 Domiciled in OR
Licensed to sell securities in: OR, WA, AK, CA

Matt Witten
FINANCIAL PLANNER,
CFP®
Licensed to sell insurance in: OR, WA, ID, MT, NC, VA
Licensed to sell securities in: OR
Dante Filippini
FINANCIAL SERVICES REPRESENTATIVE
Licensed to sell insurance in: OR, WA, AZ, CO, MS, MT, TX, UT, CA Insurance License #0M66672 Domiciled in OR.