
Executive Team
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He holds an MBA from the USC Marshall School of Business and a BS in Management from Pepperdine University. A U.S. Air Force veteran, Jay values leadership and brings a people-centric approach to building lasting impact. He also serves on the Board of Catlin Gabel School. Jay is passionate about cultivating inclusive cultures where people thrive and purpose drives performance.
President & CEO

Grounded in that approach, Justin believes most financial advice is built around markets – but the systems he builds are designed to outlast them. He does not take a traditional approach to portfolio management; his approach is a deliberate design of structured frameworks built to hold under pressure, adapt across decades and transfer from one generation to the next. Justin partners closely with clients to translate what matters most to them into clear, executable plans that reflect their values, priorities and the legacy they are building.
His unique approach has led to being recognized for two consecutive years as a Barron’s Top 1500 Financial Advisors nationally and the #1 advisor in Oregon.
Justin’s philosophy is grounded in four core principles—discipline, courage, mastery and results. He has tested these principles not only in financial markets but as a competitive endurance athlete and coach. Operating under the core conviction that the operating system that produces performance under physical pressure is identical to the one that produces financial clarity under life’s pressure is an integration that has become the foundation to his work. He helps his clients to live with clarity and confidence that compounds the way he’s built their portfolios to do.
During his time at University of Oregon and as part of the University’s Investment Group, Justin developed the analytical foundation that continues to govern how he thinks about capital, risk and long-term structure. Following graduation, Justin began his career in 2005.
Beyond his professional life, Justin invests deeply in developing young athletes. He coaches youth cross country and track at St. Pius X and founded the Youth Track Foundation, a fully funded 501(c)(3) that ensures cost is never a barrier to participation. That mission also led him to become Executive Producer of Building the Blueprint, a documentary chronicling the foundation’s journey and its athletes’ first competitive season.
The same philosophy governs every domain – build the structure, remove the obstacles and people reach what they’re actually capable of.
Justin also serves on the Jesuit High School Endowment committee. He lives in Portland with his wife, Brandy, and their three children.
Working with those who are building something designed to last and who want a partner who thinks in decades, not quarters, is where Justin thrives.
2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com).
2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com).
2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com).
2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com).
Click here to view award disclosures.
CA Insurance License #: 0I91073. Resident state: OR
Managing Partner
CRPC
- Barron’s Top 1500 Financial Advisors – 2026
- Barron’s Top 1200 Financial Advisors – 2023, 2022, 2025
- Bachelor of Science in Business Administration with a concentration in Finance and minor in Economics – University of Oregon

Jerry has spent his entire 38-year career within the same firm—beginning at Wells Fargo and continuing through the team becoming Continuity Group in 2020 and its move to independence in 2025 as part of Wells Fargo Advisors Financial Network (FiNet). Over the years, he has held a wide range of leadership and client-facing roles, including Branch Manager, Training Manager, Assistant Manager and Client Associate. This breadth of experience gives him a comprehensive understanding of the financial services industry and the needs of the clients he serves. Jerry holds the 9, 10, 7, 63 and 65 registrations, along with insurance licensing, and was recognized as a Premier Advisor/Platinum Council by Wells Fargo Advisors from 2014 through 2022.
Jerry earned his Bachelor of Science in Business Administration from Oregon State University, with minors in Speech and Political Science. Earlier in life, he worked as a lifeguard—an experience he jokingly compares to his work today, helping clients navigate and avoid financial danger.
A lifelong Eugene resident, Jerry continues to call the community home after spending time in Portland early in his career. He and his wife, Sue, have been married for more than 35 years and have two children, Jerry and Samantha, along with four grandchildren. Outside the office, he enjoys golf, photography, fishing, traveling and spending time with family and friends.
Jerry is deeply committed to giving back. He currently serves on the boards of the Marist Foundation and the Boy Scouts and is an active member of the Eugene Country Club. Above all, he is passionate about serving clients and helping fellow advisors grow from good to great.
CA Insurance License #0C40780. Resident State OR.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Managing Partner
- Series 7 – General Securities Representative License
- Series 9 – General Securities Sales Supervisor, Options Module
- Series 10 – General Securities Sales Supervisor, General Module
- Series 63 – Uniform Securities Agent State Law License
- Series 65 – Uniform Investment Advisor Law License
- Wells Fargo Advisors Premier Advisor 2014-2022
- Bachelor of Science in Business Administration – Oregon State University

Dominic focuses on the full financial picture—from investment strategy to plan design—while helping clients overcome common challenges such as limited time, behavioral biases and structural inefficiencies. His goal is to create an organized, optimized framework that supports informed decision making and meaningful outcomes.
Dominic began his career managing a lending office for Wells Fargo, where he developed a strong foundation in finance, credit and lending strategy. His work has earned national recognition, including appearances on the National Association of Plan Advisors’ “Top 50 Plan Advisors Under 40” list in 2018 which has been renamed as NAPA “Aces”: Top 100 Retirement Plan Advisors Under 40.
Dominic and his wife of 22 years have three children—Giselle, Griffin, and Gemma—currently in high school. Away from work, he enjoys an active lifestyle that includes swimming, biking, hiking, pickleball and strength training. He’s also a dedicated reader and a proud University of Oregon supporter.
Dominic is committed to giving back through his involvement with Desert Christian Academy and Garden Fellowship. He is also an active member of the National Association of Plan Advisors.
With a focus on clarity, structure, and long-term planning, Dominic brings thoughtful guidance and a steady perspective to every client relationship.
2018 NAPA “Aces”: Top 100 Retirement Plan Advisors Under 40: Awarded November 2018; Data compiled by NAPA based on the time period from Jan. 2017 – Dec. 2017 (Source: napa-net.org).
https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
Managing Partner
CRPS, CRPC, C(k)P, AIF
- Series 7 – General Securities Representative License
- Series 66 – Uniform Combined State Law License
- Bachelor of Science in Mathematics and Political Science – University of Oregon
- Graduate – Private Wealth Advisor Training Program
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A retired U.S. Navy Chief Petty Officer, Larry completed 23 years of distinguished service before retiring in 2012. His career—both in uniform and in finance—has been guided by a deep sense of duty, structure, and service.
Outside the office, Larry and his wife Kelly are the proud parents of four adopted children: Nathanael, an Eagle Scout; Jessie Mei, an avid animal lover; Matthew, a friend to all; and Olivia, their prima ballerina. Larry enjoys hiking, camping, and exploring Portland’s food truck scene. He’s also deeply committed to his community, volunteering with Scouts BSA, preparing meals for his church, and training future guide dogs through Guide Dogs for the Blind.
Director of Operations - VP

Now transitioning into the wealth management industry, Aida brings a detail-oriented, solutions-driven approach to operational support. Her hands-on experience in budgeting, compliance, and infrastructure development makes her a steady partner in environments where efficiency and thoughtful financial management are key to success.
Director of Finance - VP

Erin, a graduate of the University of Oregon, earned dual bachelor's degrees in advertising from the School of Journalism and Communication and psychology.
Outside of work, she enjoys spending time with her family and supporting her Oregon Ducks.
Director of Marketing - VP