Licensing
Michael J. Maletteri
PRESIDENT | CEO
CFP® CLU®, ChFC®, CFBS
Licensed to sell insurance in: OR, PA, TX, WA, 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
Nathan Price
FINANCIAL ADVISOR | INVESTMENT SPECIALIST
Licensed to sell insurance in: FL, MT, OR, WA
Licensed to sell securities in: AZ, CA, CO, FL, ID, MO, MT, NC, OR, PA, 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
Dante Filippini
FINANCIAL ADVISOR
Licensed to sell insurance in: AZ, CO, FL , GA, MI, MT, NE, NV, OH, OR, PA, TN, TX, VA, WA, WV, CA Insurance License #0M66672, Domiciled in OR
Licensed to sell securities in: AZ, OR, FL, TX, WA
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Ryan Schopp
FINANCIAL ADVISOR | DIRECTOR OF FINANCIAL PLANNING
Licensed to sell insurance in: DC, MD, NV, OR, TX, WA
Licensed to sell securities in: CA, CO, HI, NV, OR, TX , WA
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Michael Koukoumanos
FINANCIAL ADVISOR
Licensed to sell insurance in: AZ, CO, ID, NY, OR, SC, TN, TX, AK Insurance License #3001306648, CA Insurance License #4092063, Domiciled in OR
Licensed to sell securities in: OR, WA, TX, NY, AK, CA, UT, ID, CO
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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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Beau Gunderson
FINANCIAL ADVISOR
Licensed to sell insurance in: ID, OR, WA, CA Insurance License #4066445, Domiciled in OR
Licensed to sell securities in: OR, TX, WA
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