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

Lucas Flores

FINANCIAL ADVISOR

Licensed to sell insurance in: OR, WA, OH, CA Insurance License #OM97830, Domiciled in OR.
Licensed to sell securities in: OR, TX.

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.