Licensing
Michael J. Maletteri
PRESIDENT | CEO
CFP® CLU®, ChFC®, CFBS
Licensed to sell insurance in: OR, PA, TX, WA, NJ, DE, CA Insurance License #4328858 Domiciled in OR
Licensed to sell securities in: OR, WA, PA, NJ, NM, VA, ID, MT, TX, MA, AK, AZ, CA, CO, FL, GA, HI, IA, IL, KS
Jonathan London
CHIEF DEVELOPMENT OFFICER
Licensed to sell insurance in: OR, AZ, FL, GA, ID, MD, NC, NM, NV, NY, TN, UT, WA, CA Insurance License #0L56010 Domiciled in OR​
Nathan Price
FINANCIAL ADVISOR
Licensed to sell insurance in: FL, MT, OR, WA , UT
Licensed to sell securities in: AZ, CA, CO, FL, ID, MN, NM, NV, NY, MT, OR, TX, UT, WA
Kevin Kirkpatrick
FINANCIAL PLANNER
CFP®
Licensed to sell insurance in: OR, WA, AZ, CA Insurance License #4040050 Domiciled in OR
Licensed to sell securities in: OR, WA, CA, NC, HI, AZ
Matt Witten
FINANCIAL PLANNER
CFP®
Licensed to sell insurance in: OR, WA, MT, NC, VA, TX, NC, CA Insurance license #4137745, Domiciled in OR
Licensed to sell securities in: AZ, OR, NC, WA, HI, TX, CA, PA
Beau Gunderson
FINANCIAL ADVISOR
Licensed to sell insurance in: ID, OR, CO, MN, TX, CA Insurance License #4066445, Domiciled in OR
Licensed to sell securities in: OR, CA, NY, TX, WA
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Michael Koukoumanos
FINANCIAL ADVISOR
​
Licensed to sell insurance in: AZ, CO, ID, NY, OR, SC, TN, TX, AK, FL, IL, LA, MA, PA, UT, VA, WA, CA Insurance License #4092063, Domiciled in OR
Licensed to sell securities in: OR, WA, TX, NY, AK, CA, UT, ID, CO, NV, AZ, VA, AL, LA, FL, NJ
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Lucas Flores
FINANCIAL ADVISOR
Licensed to sell insurance in: AK, AZ, CO, FL, MA, MI, MO, NM, NV, CA Insurance License #0M97830, Domiciled in OR
Licensed to sell securities in: OR, TX, CA, MI, MO, WA,UT, AZ, CO, SD
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Skye Suzuki
FINANCIAL ADVISOR
Licensed to sell insurance in: HI, MA, NC, NV, OR, SC, CA Insurance License #4043631, Domiciled in OR
Licensed to sell securities in: OR, HI, TX, CA, WA
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