Lake Oswego
Justin Buell
Justin knew what he wanted to be when he was a 12-year-old after besting students across New England in a stock-market competition. That experience, as well as the extraordinary circumstances of his upbringing, guides his singular approach as a financial advisor.
It is only by knowing your passions that he can help you realize the life you want to live. That’s because some people want to put their investable assets towards life experiences while others want to minimize spending to leave the largest nest egg possible behind for their family.
Justin prefers to think not just one step ahead, but 10. Not five years from now, but decades. This bigger-picture view can help make a powerful difference in potential returns, as decisions made now could have long-lasting benefits. Once he has a better understanding of what matters most to you, he creates and implements investment strategies that strive to offer the highest probability of generating the results you desire.
These strategies are constantly refined, customized, and developed over many years. They involve in-depth reviews of financial filings and use Justin’s screening methods to help find investment opportunities that meet his high standards while aligning with your risk tolerance. The core values vital to this process include discipline, courage, and mastery with a goal of results.
Away from the office Justin was recognized as YMCA coach of the year. He coaches both track and cross country for Nike’s Bowerman Youth Track Club and St. Pius X. He enjoys quality time with his family, hiking, running, strength training and participates in competitive cycling.
It is only by knowing your passions that he can help you realize the life you want to live. That’s because some people want to put their investable assets towards life experiences while others want to minimize spending to leave the largest nest egg possible behind for their family.
Justin prefers to think not just one step ahead, but 10. Not five years from now, but decades. This bigger-picture view can help make a powerful difference in potential returns, as decisions made now could have long-lasting benefits. Once he has a better understanding of what matters most to you, he creates and implements investment strategies that strive to offer the highest probability of generating the results you desire.
These strategies are constantly refined, customized, and developed over many years. They involve in-depth reviews of financial filings and use Justin’s screening methods to help find investment opportunities that meet his high standards while aligning with your risk tolerance. The core values vital to this process include discipline, courage, and mastery with a goal of results.
Away from the office Justin was recognized as YMCA coach of the year. He coaches both track and cross country for Nike’s Bowerman Youth Track Club and St. Pius X. He enjoys quality time with his family, hiking, running, strength training and participates in competitive cycling.
2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License #: 0I91073. Resident state: OR
Managing Partner
- Forbes Top Next-Gen Wealth Advisors (2018)
- Forbes Best-in-State Wealth Advisors (2022)
- Continuity Group: Forbes Best-In-State Wealth Management Teams (2023)
- Barron’s America’s Top 1200 Financial Advisors (2022, 2023)
- Bachelor of Science degree in business with a concentration in Finance and a minor in Economics from the University of Oregon
Richard Scott Smith, CPWA®
Scott started in 2006 and serves the specialized needs of high-net worth individuals, families, and foundations. He began his career as a wealth advisor in 1976 with Dean Witter and has always been focused on planning as the wisest path to achieving long term goals. Scott leads an active life outside of the office, resolving disputes between clients and firms as an arbitrator for FINRA. He also is an active member of the Guardian/Conservator Association of Oregon and the Estate Planning Council of Portland. He also has a presence within his community, from building homes for Habitat for Humanity to rowing with the Willamette Rowing club. For fun, he enjoys playing competitive SCRABBLE and juggling.
Managing Director - Investments
- Bachelor of Science in Biology from Whitworth College
- Bachelor of Arts in Psychology from Whitworth College
Haley Thomas, CFP®
Haley brings years of dedicated experience in the Defined Contribution plan market. Having begun her career in the field in 2006, Haley’s hands-on experience with retirement plan recordkeeping systems and operations, plan conversions, compliance, plan design analysis, participant education and fiduciary services is extensive. She has been a great addition to our team and is passionate about helping individuals reach their financial goals as well as helping plan sponsors successfully navigate the challenges that can come with offering a qualified plan.
CA Insurance License #: 0M52324. Resident state: OR
Senior Vice President - Investments
- Bachelor of Science degree in Dietetics from Texas State University
Tracy Maltby
Tracy believes that success comes from truly understanding a client's needs and delivering service that is highly personal, highly responsive and highly effective. She is guided by the knowledge that each relationship is important, that each client has specific objectives and that each client should feel their wealth is being well managed. Tracy works with families, business owners and women to help them navigate the complexities of retirement and investment planning. Her clients know that trust and integrity are the cores of not only her practice but their relationship. Tracy has almost 25 years of experience in the financial industry working to help people obtain confidence, clarity and structure in their financial goals.
CA Insurance License #: 4194505. Resident state: WA
Senior Vice President - Investments
- Bachelor of Arts Degree in Management and Organizational Leadership from George Fox University
Jim Osborne
Jim has over three decades of experience in the financial services industry. During that time, he has served in various roles, including as a financial advisor, a branch manager, and as Complex Manager for the Oregon complex of Wells Fargo Advisors. His extensive and diverse experience gives him a unique perspective on the investment markets and assists him in helping clients achieve their long-term goals in all types of market conditions. Prior to becoming a Financial Advisor, Jim served as a Naval Flight Officer in the US Navy with deployments to the Pacific Ocean and Mediterranean Sea. Jim is married and has two four-legged friends as part of his family. In his spare time, he enjoys exercise of various types, reading, and college football.
CA Insurance License #:4388390. Resident state: WA
Managing Director - Investments
- Bachelor of Arts from Yankton College, Yankton, SD
- Fundamental Choice Certification
Terry Keele, MBA
As Managing Director – Investments, Terry brings more than 30 years of experience in financial advisory services. He is deeply committed to understanding each client’s personal and financial circumstances and developing strategies to build, manage, preserve and ultimately transition wealth across generations. Known for navigating complex financial landscapes, Terry delivers thoughtful, personalized solutions aligned with each client’s long-term goals and overall wealth management plan.
Terry graduated cum laude from the University of Portland and later received his MBA with an emphasis in finance and investments from the University of Central Florida. Early in his career, he spent two years as an economic research analyst for the Dr. Phillips Institute for the Study of American Business Activity, where he compiled, analyzed, and forecasted data related to interest rates, employment trends and inflation. His background in macroeconomic research remains foundational to his investment philosophy and strategic approach.
Terry lives in Lake Oswego with his wife, Michelle, and their dog, Hazel. He enjoys cycling, trail advocacy, skiing and traveling with his wife to warm destinations. He is an active supporter of East Portland Youth Cycling (EPYC), a local organization dedicated to empowering young riders through mentorship and access to the sport. Whether he is out leading a ride or volunteering at an event, Terry finds purpose in helping the next generation build confidence, resilience and a lifelong love for cycling.
With decades of experience and a steady, research-driven approach, Terry brings clarity, discipline and long-term perspective to every client relationship.
Terry graduated cum laude from the University of Portland and later received his MBA with an emphasis in finance and investments from the University of Central Florida. Early in his career, he spent two years as an economic research analyst for the Dr. Phillips Institute for the Study of American Business Activity, where he compiled, analyzed, and forecasted data related to interest rates, employment trends and inflation. His background in macroeconomic research remains foundational to his investment philosophy and strategic approach.
Terry lives in Lake Oswego with his wife, Michelle, and their dog, Hazel. He enjoys cycling, trail advocacy, skiing and traveling with his wife to warm destinations. He is an active supporter of East Portland Youth Cycling (EPYC), a local organization dedicated to empowering young riders through mentorship and access to the sport. Whether he is out leading a ride or volunteering at an event, Terry finds purpose in helping the next generation build confidence, resilience and a lifelong love for cycling.
With decades of experience and a steady, research-driven approach, Terry brings clarity, discipline and long-term perspective to every client relationship.
Managing Director - Investments
- Master of Business Administration – University of Central Florida
- Bachelor of Science in Business Administration – University of Portland
Cody Calabrese, ChFC®, CEPA®
Cody Calabrese was born in Seattle, WA and spent his childhood growing up in Wilsonville, OR. Outside of work, he enjoys spending time with his close-knit tribe of family and friends. He finds fulfillment in traveling the world, experiencing new cultures and cuisine, mountain biking, running, playing basketball and golf, watching Duck Football, and hosting BBQs and dinners with loved ones.
Cody began his career in financial services in 2012 and has been providing advisory and wealth management services to high-net-worth individuals and business owners since 2015. Having grown up in a household where money was not a common topic at the dinner table, he is deeply passionate about building meaningful relationships with clients and helping them use money as a tool to achieve their life goals.
He currently resides in Tualatin, OR with his dog, Herbert.
Cody began his career in financial services in 2012 and has been providing advisory and wealth management services to high-net-worth individuals and business owners since 2015. Having grown up in a household where money was not a common topic at the dinner table, he is deeply passionate about building meaningful relationships with clients and helping them use money as a tool to achieve their life goals.
He currently resides in Tualatin, OR with his dog, Herbert.
Vice President - Investments
Jacqueline Keele, CFP®
Jackie Keele is a CERTIFIED FINANCIAL PLANNER® who helps individuals and families make confident, informed financial decisions. With a strong commitment to thoughtful, relationship-driven planning, Jackie guides clients through a clear, step-by-step process that helps define their goals and create a flexible strategy to support them over time.
Using advanced planning tools, Jackie brings clarity to complex financial situations and offers practical recommendations tailored to what matters most to each client. She remains actively engaged, helping clients adjust as their needs and priorities evolve.
During her time at Portland State University, Jackie discovered a passion for wealth planning and investment strategy. That interest led her to pursue the CFP® certification, deepening her expertise and dedication to the profession.
Jackie lives in Northeast Portland with her husband and their two cats. She enjoys exploring the outdoors, camping in national parks and spending quality time with family. During hockey season, she can often be found cheering on the Portland Winterhawks.
With a steady, client-focused approach and a commitment to long-term partnership, Jackie helps families gain clarity and confidence in their financial lives.
Using advanced planning tools, Jackie brings clarity to complex financial situations and offers practical recommendations tailored to what matters most to each client. She remains actively engaged, helping clients adjust as their needs and priorities evolve.
During her time at Portland State University, Jackie discovered a passion for wealth planning and investment strategy. That interest led her to pursue the CFP® certification, deepening her expertise and dedication to the profession.
Jackie lives in Northeast Portland with her husband and their two cats. She enjoys exploring the outdoors, camping in national parks and spending quality time with family. During hockey season, she can often be found cheering on the Portland Winterhawks.
With a steady, client-focused approach and a commitment to long-term partnership, Jackie helps families gain clarity and confidence in their financial lives.
Vice President - Investments
- Bachelor’s degree in Political Science – Portland State University
Heather Camp
Heather started her career in 1993 when she joined A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors and she is now with Wells Fargo Advisors Financial Network. With three decades of experience in the financial service industry she has a wide depth of knowledge to provide operational solutions to assist clients and she strives to ensure that our client’s administrative needs are handled accurately and quickly. Heather handles the day-to-day administration of accounts, including opening new accounts, managing account transfers, trading as requested, coordinating client reviews and answering client questions. Heather thoroughly enjoys helping people and building close relationships with them. She finds it extremely rewarding to see clients reach their goals. Outside of her time with the team, Heather enjoys spending time with her husband, Karl. They enjoy traveling, snorkeling, zip lining, hiking in the Columbia River Gorge, photography, watching football and wine tasting in beautiful Oregon Wine Country.
VP Trading
- Attended the University of Oregon
Kari Howland
Kari brings more than 25 years of industry experience to her role as Senior Wealth Associate and is known for her thoughtful and steady presence. She excels at creating seamless, positive experiences for clients and is dedicated to managing their administrative, trading and operational needs with precision. Kari is an integral member of the team, overseeing everything from opening and servicing accounts to coordinating fund transfers, providing trading support, assisting with online enrollment and addressing statement inquiries.
Raised in Portland, Kari studied business administration at both Oregon State University and Portland State University. She began her career at Paine Webber before moving to Hawaii, where she continued working in finance while starting a family. After returning to Portland to be closer to family, she joined Wells Fargo Advisors in 2010, where she built her expertise as a client associate before transitioning to Continuity Group in 2026.
Kari lives in Lake Oswego with her husband, Sam, and their three dogs. Together, they own Hunan Pearl, a well-loved Chinese restaurant in the community. Outside of work, Kari enjoys traveling, gardening and taking on home improvement projects when she’s not busy at the restaurant.
With deep experience and a client-first mindset, Kari plays an essential role in ensuring every client interaction is handled with care, accuracy and professionalism.
Raised in Portland, Kari studied business administration at both Oregon State University and Portland State University. She began her career at Paine Webber before moving to Hawaii, where she continued working in finance while starting a family. After returning to Portland to be closer to family, she joined Wells Fargo Advisors in 2010, where she built her expertise as a client associate before transitioning to Continuity Group in 2026.
Kari lives in Lake Oswego with her husband, Sam, and their three dogs. Together, they own Hunan Pearl, a well-loved Chinese restaurant in the community. Outside of work, Kari enjoys traveling, gardening and taking on home improvement projects when she’s not busy at the restaurant.
With deep experience and a client-first mindset, Kari plays an essential role in ensuring every client interaction is handled with care, accuracy and professionalism.
Senior Wealth Associate – VP
Domenica Mendoza Bueno
Domenica Mendoza Bueno is a Senior Wealth Associate with more than a decade of experience supporting clients through retirement planning, financial education, and personalized service. She partners closely with advisors to ensure a smooth, coordinated client experience, from onboarding to ongoing relationship support.
Fluent in English and Spanish, Domenica is known for her ability to make financial concepts accessible and to build trust across diverse communities. Her approach is grounded in clarity, empathy, and a commitment to helping individuals make confident long-term decisions.
Outside of work, Domenica enjoys traveling and exploring different cultures with her husband and their children—a global perspective that shapes her inclusive, client-centered approach.
Fluent in English and Spanish, Domenica is known for her ability to make financial concepts accessible and to build trust across diverse communities. Her approach is grounded in clarity, empathy, and a commitment to helping individuals make confident long-term decisions.
Outside of work, Domenica enjoys traveling and exploring different cultures with her husband and their children—a global perspective that shapes her inclusive, client-centered approach.
Senior Wealth Associate
Jessica Turner
Jessica joined Wells Fargo in July 2013 and received her securities registrations in 2017-2018. She worked as a Senior Premier Banker since October of 2018, joining the Continuity Group of Wells Fargo Advisors in October 2024. As a Premier Banker, Jessica has worked with both consumer and business clients. From day-to-day banking to complex lending needs, she is always the client’s advocate. Dedicated to relationship building, Jessica prides herself on the long-term relationships that she builds with clients, providing advice and guidance for the last eleven years. Outside of work Jessica loves travelling, baking and spending time with her family.
Wealth Associate
Stephanie Polk
Stephanie started with Wells Fargo Bank in 2011 before joining Wells Fargo Advisors in 2019. Stephanie serves as a client associate who works closely with her team to provide day to day operational and administrative needs of our clients to help ensure they receive the highest level of customer service. Stephanie, a true native was born and raised in Portland, Oregon. When Stephanie is not working, she enjoys spending time with her family & friends, hosting dinners, exploring the outdoors and traveling with her husband and two children.
Wealth Associate
Springfield
Gerald Rouleau
Jerry began his career with Wells Fargo Advisors in 1987 and is responsible for providing investment advisory services to our teams’ select private investors and their families, as well as our reinsurance and retirement plan clients. Jerry is married with two children and enjoys photography, golf, travel and spending time with his family and friends.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors 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 structure.
CA Insurance License #: 0C40780. Resident state: OR
Managing Partner
- Wells Fargo Advisors Premier Advisor 2014-2022
- Bachelor of Science degree in Business Administration from Oregon State University
- Minors in Speech and Political Science from Oregon State University
- Certified Portfolio Management Program – Prudential Securities
Dominic Corleto, CRPC®, CRPS®, C(k)P®, AIF®
Managing Partner
Dominic Corleto, CRPC®, CRPS®, C(k)P®, AIF®
Dominic joined Wells Fargo Advisors in 2008 and Wells Fargo Advisors Financial Network in 2025 and is responsible for providing investment advisory services to select retirement plans and private clients. Prior to joining the practice, Dominic managed a Wells Fargo Bank lending office in the San Francisco Bay Area. He has worked in financial services since 2002. Outside of the office Dominic enjoys spending time with his wife and their three children, playing and coaching basketball, swimming, cycling, running, and triathlons.
2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License #: 0F98235. Resident state: CA
Managing Partner
- Forbes Top Next-Gen Wealth Advisors (2018)
- Forbes Best-in-State Wealth Advisors (2019, 2020 and 2021)
- Bachelor of Science degree in Mathematics and Political Science from the University of Oregon
Lucas Widoff, CFP®
Lucas started his career in 2012 at Morgan Stanley and moved his practice to Wells Fargo Advisors in 2017. He subsequently joined the Continuity Group of Wells Fargo Advisors in 2018 and Wells Fargo Advisors Financial Network in 2025. Lucas is responsible for working on comprehensive wealth management plans for select investors. Outside of work, Lucas enjoys spending time with his wife and two daughters, traveling, trying new foods, working out, and reading.
CA Insurance License #: 0L78722. Resident state: OR
Senior Vice President - Investments
- Bachelors of Global Business from Arizona State University
- Minor in marketing from Arizona State University
Tyler Bevans, CRPC®
Tyler is responsible for providing investment planning services to individual clients and their families. Prior to joining our team, Tyler worked in retail banking for Wells Fargo Bank in Moscow, ID, as well as the insurance industry for Northwestern Mutual. Outside of the office, Tyler enjoys spending time with his wife and daughters, golfing, traveling, scuba diving, and skiing.
Wells Fargo Bank, N.A is a bank affiliate of Wells Fargo & Company
CA Insurance License #: 0M58342. Resident state: OR
Senior Vice President - Investments
- Bachelor of Science in Finance and Accounting from University of Idaho
Frederick Sernatinger, CRPC®, CRPS®
First Vice President - Investments
Frederick Sernatinger, CRPC®, CRPS®
Before entering the wealth management investments field, Frederick had a unique background and career in Civil Engineering. His experience in complex problem-solving and desire to build lasting relationships have greatly complemented our team over the years as we strive to provide the best service to our clients. He is responsible for serving individuals and families with comprehensive wealth management and leading employee education for Qualified Plans. Outside of work, Frederick enjoys spending time with his wife and friends, volunteering in the community, playing pickleball, being outdoors, white water kayaking, golfing, surfing, playing the guitar and piano.
Awards
Continuity Group: Forbes Best-In-State Wealth Management Teams (2023, 2024)
Continuity Group: Barron’s Top 250 Private Wealth Management Teams (2024)
Education
Bachelor of Science from the School of Civil Engineering at Oregon State University
Industry Designations
CRPS® – Chartered Retirement Plans Specialist
CRPC® – Chartered Retirement Planning Counselor
Fundamental Choice® Portfolio Manager
Community Involvement
Generations Church
Emeral Valley Pickleball Club
Agape Families
Registrations
Series 7
Series 66
CA Insurance License #: 4256307. Resident state: OR
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com).
The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
First Vice President - Investments
- Bachelor of Science from the School of Civil Engineering in Oregon State University
Rich Driessnack, ChFC®, AAMS®, CRPC®
Senior Vice President - Investments
Rich Driessnack, ChFC®, AAMS®, CRPC®
Since 2008, Rich Driessnack has built a practice designed to serve middle-class, hard-working families across the country from his office in Eugene, OR.
He and his team work best with clients who want a trusting collaboration with their advisor, who are more moderate or conservative as investors, and who want to work toward helping build and preserve their financial security with a branch team who knows them and their financial needs personally. They partner with the client’s tax professional and attorney to help make the smartest financial decisions possible as they navigate through life. The most rewarding part of what they do, though, is helping empower clients to reach their financial goals, capture their dreams, and continuously build wealth that they can share with the people and ideals they embrace. They love simplifying things to make it easy to go live life!
Rich and his wife, Alyssa, have been married since 2005, and have three children together. They love the outdoors, camping, the coast, gardening, exploring waterfalls, and playing on the water with friends. They have two labs (a chocolate and a black lab) and are part of the Pleasant Hill community.
He and his team work best with clients who want a trusting collaboration with their advisor, who are more moderate or conservative as investors, and who want to work toward helping build and preserve their financial security with a branch team who knows them and their financial needs personally. They partner with the client’s tax professional and attorney to help make the smartest financial decisions possible as they navigate through life. The most rewarding part of what they do, though, is helping empower clients to reach their financial goals, capture their dreams, and continuously build wealth that they can share with the people and ideals they embrace. They love simplifying things to make it easy to go live life!
Rich and his wife, Alyssa, have been married since 2005, and have three children together. They love the outdoors, camping, the coast, gardening, exploring waterfalls, and playing on the water with friends. They have two labs (a chocolate and a black lab) and are part of the Pleasant Hill community.
CA Insurance License #: 0H55941. Resident state: OR
Senior Vice President - Investments
- Cedarville University
Thomas Birk
Tom has an extensive background in asset management with prior firms; Goldman Sachs, Lehman Brothers and Credit Suisse. He currently advises high net worth individuals and families along with large captive and reinsurance clients. He resides in Los Angeles and LaQuinta California and spends time golfing every summer at his hometown in Duluth, Minnesota. He and his wife, Lisa are avid athletes with backgrounds in Triathlons, hockey and baseball. They are often involved in animal charities and are accompanied in all travels with their dog, Olive.
CA Insurance License #: OB74634. Resident state: CA
First Vice President - Investments
- Bachelor of Arts Degree: Speech and Debate and Political Science
- Universities; University of Wisconsin/University of Minnesota
- National Speakers Bureau
Wendy Cheney
Wendy enjoys getting to know clients on a personal level and her responsibilities include onboarding new relationships while also supporting existing ones and facilitating transfers to/from accounts. Outside of her time with the team, Wendy enjoys spending time with the two loves of her life Crash and Lucy (her yellow lab and boxer). She also enjoys spending time with her two adult children, volunteering at community events, going to Oregon Duck games, working out at the local fitness center and taking trips with her friends to Mexico.
VP Reinsurance
Julie Skinner
Julie brings more than 24 years of experience to the team and serves as Senior Registered Client Associate for private clients. Julie enjoys getting to know our clients on a personal level and providing great service. Her responsibilities include onboarding new relationships while also supporting existing ones. Outside of her time with the team, Julie enjoys spending time with her family, friends, and cats. Julie is also a member of the adult gymnastics competition team at the National Academy of Artistic Gymnastics in Eugene.
Senior Wealth Associate - VP
Stephanie Spriggs
Stephanie began at Wells Fargo Bank, N.A. in 2003 before moving to Wells Fargo Advisors in 2007, bringing a wealth of experience to our team. She serves as AVP-Wealth Client Associate for private clients and enjoys striving to ensure all their needs are taken care of. Stephanie’s responsibilities include onboarding new relationships while also supporting existing ones, and coordinating client reviews. Outside of her time with the team, Stephanie enjoys spending time with her husband, two children and granddaughter. She enjoys a variety of outdoor activities including camping, fishing and hiking.
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Senior Wealth Associate - AVP
Allison Nelson
Allison joined our team in 2018. Allison brings a breadth of experience, having worked in the Retail Branch network of Wells Fargo Bank from 2006 through 2015. In that time, Allison was a highly effective customer service manager, providing high-level customer service, great attention to detail, and a willingness to learn and grow. Allison moved to Oregon from southern California with her husband, Eric in 2016. She enjoys spending time with her family and friends, watching sports, and being outdoors.
Wells Fargo Bank, N.A is a bank affiliate of Wells Fargo & Company
Senior Wealth Associate
Andrew Weber
Andrew brings over 14 years of experience in financial services to Continuity Group. With a passion to help clients achieve their financial goals, Andrew strives to offer exceptional service to our individual and family clients. He is responsible for clients' day-to-day operational and administrative needs. Andrew graduated from Roseburg High School and attended both a community college and Southern Oregon University, making Dean's list during his first term. Outside of work, Andrew enjoys outdoor activities such as hiking and camping with his wife, 3 daughters and son. Andrew also enjoys drawing, drumming and lifting weights.
Senior Wealth Associate
KayLynn Cuddy, FPQP®
KayLynn joined our in 2024. KayLynn brings 8 years worth of experience in the financial industry with her. Her proven commitment to provide exceptional and friendly service and a strong will to learn are amongst many of the skills she possesses. She enjoys spending time reading books and going on adventures with her friends and family.
Client Associate
- Bachelor of Arts degree in Business Administration from University of Oregon
Jonathan Hansen
Jonathan Hansen is a Wealth Associate at Continuity Group, bringing a relationship-driven and goal-focused approach to helping clients make confident financial decisions. Before joining Continuity Group, he served as a Financial Services Consultant III at Oregon State Credit Union, where he supported members with day-to-day banking needs, long-term savings goals, and personalized guidance to help them simplify their finances and move forward with clarity.
Jonathan believes wealth planning should be personal, simple and actionable. For Jonathan, trust is the foundation of every relationship, and he strives to be a steady, proactive resource—not just when clients need something, but throughout their financial journey. He is currently pursuing his Series 7 and 66 registrations.
Originally from Silverton, Oregon, Jonathan now lives in Springfield with his wife, Justice, an operating room nurse, and their two cats, Harold and Meow Meow. He enjoys archery, traveling, running, and following professional and college sports, along with keeping up on current economic trends.
With a commitment to learning, collaboration and long-term partnerships, Jonathan brings a client-first mindset to every relationship he supports.
Jonathan believes wealth planning should be personal, simple and actionable. For Jonathan, trust is the foundation of every relationship, and he strives to be a steady, proactive resource—not just when clients need something, but throughout their financial journey. He is currently pursuing his Series 7 and 66 registrations.
Originally from Silverton, Oregon, Jonathan now lives in Springfield with his wife, Justice, an operating room nurse, and their two cats, Harold and Meow Meow. He enjoys archery, traveling, running, and following professional and college sports, along with keeping up on current economic trends.
With a commitment to learning, collaboration and long-term partnerships, Jonathan brings a client-first mindset to every relationship he supports.
Wealth Associate
Bend
Kevin Freihoefer, AAMS®, CPWA®, MBA
Managing Director - Investments
Kevin Freihoefer, AAMS®, CPWA®, MBA
With more than 30 years of experience in the financial industry, Kevin brings extensive expertise to helping clients achieve their life and wealth transfer goals. He takes a thoughtful, client-centered approach—listening carefully to understand each individual’s financial picture, values, concerns, and aspirations for the future. This deeper insight allows him to design tailored portfolios that balance personal risk tolerance with tax-efficient strategies.
Affectionately known as the “Wealth Mayor of Bend” by clients, friends, and community members, Kevin takes great pride in serving others with dedication and care. Beyond working with individuals and families, he has specialized knowledge in charitable planning, including donor-advised funds, charitable remainder and legacy income trusts, and advanced trust structures.
Kevin earned his bachelor’s degree from Loras College in Dubuque, Iowa, and his MBA from the University of Dubuque. He also holds the designations of Accredited Asset Manager and Certified Private Wealth Advisor.
Outside of work, Kevin remains deeply involved in his community and church. He enjoys playing golf and traveling for fishing adventures in Alaska and Ontario, Canada. Kevin and his wife, Theresa—a local college professor—are proud parents of two children: Paul, an engineer based in Bellingham, Washington, and Sierra, a computer scientist in Los Alamos, New Mexico.
Affectionately known as the “Wealth Mayor of Bend” by clients, friends, and community members, Kevin takes great pride in serving others with dedication and care. Beyond working with individuals and families, he has specialized knowledge in charitable planning, including donor-advised funds, charitable remainder and legacy income trusts, and advanced trust structures.
Kevin earned his bachelor’s degree from Loras College in Dubuque, Iowa, and his MBA from the University of Dubuque. He also holds the designations of Accredited Asset Manager and Certified Private Wealth Advisor.
Outside of work, Kevin remains deeply involved in his community and church. He enjoys playing golf and traveling for fishing adventures in Alaska and Ontario, Canada. Kevin and his wife, Theresa—a local college professor—are proud parents of two children: Paul, an engineer based in Bellingham, Washington, and Sierra, a computer scientist in Los Alamos, New Mexico.
Managing Director - Investments
Joseph L. Mansfield, CLU®, ChFC®
Managing Director - Investments
Joseph L. Mansfield, CLU®, ChFC®
Joe Mansfield brings decades of experience and a deeply client-centric planning philosophy to Continuity Group. After years in large firm environments, he chose to join a team he has known and trusted for many years—giving him greater independence, deeper collaboration and the ability to focus solely on what matters most: his clients’ needs.
He strives to serve as each client’s personal CFO, helping them navigate the many moving parts of their financial lives. Joe’s planning approach begins with a clear understanding of each client’s values, family dynamics and long-term objectives. From that foundation, he focuses on coordinating retirement income planning, long-term care considerations, tax-aware strategies, multigenerational wealth transfer, and thoughtful legacy and estate planning—ensuring that decisions in one area support outcomes in all others. He views wealth management as more than investment performance; it is about integrating every aspect of a client’s financial life into a cohesive, forward-looking plan.
As clients transition into retirement, he emphasizes creating stable, reliable income strategies that support their lifestyle while balancing risk management, longevity planning and inflation protection. He also helps families prepare for efficient wealth transfer by aligning estate strategies with their values and long-term goals. Joe customizes each plan to reflect a client’s unique priorities, and his consistent communication process includes quarterly check-ins to review progress, discuss economic events and address questions with clarity and care.
Having seen throughout his career how generational wealth transitions influence families’ financial lives and the need for thoughtful guidance, Joe focuses on simplifying complex planning concepts so clients can make informed decisions aligned with their personal objectives. He has held leadership roles including Vice President, First Vice President and Senior Vice President.
Originally from Portland, he moved to Bend in 2004. As the father of a 35-year-old autistic daughter, he has a personal appreciation for long-term financial support, estate planning and trust strategies for families with unique needs. Outside of work, he enjoys cycling, golf, hiking and travel. He has also served as president of his community HOA and as president of the local High Desert Porsche Club.
He strives to serve as each client’s personal CFO, helping them navigate the many moving parts of their financial lives. Joe’s planning approach begins with a clear understanding of each client’s values, family dynamics and long-term objectives. From that foundation, he focuses on coordinating retirement income planning, long-term care considerations, tax-aware strategies, multigenerational wealth transfer, and thoughtful legacy and estate planning—ensuring that decisions in one area support outcomes in all others. He views wealth management as more than investment performance; it is about integrating every aspect of a client’s financial life into a cohesive, forward-looking plan.
As clients transition into retirement, he emphasizes creating stable, reliable income strategies that support their lifestyle while balancing risk management, longevity planning and inflation protection. He also helps families prepare for efficient wealth transfer by aligning estate strategies with their values and long-term goals. Joe customizes each plan to reflect a client’s unique priorities, and his consistent communication process includes quarterly check-ins to review progress, discuss economic events and address questions with clarity and care.
Having seen throughout his career how generational wealth transitions influence families’ financial lives and the need for thoughtful guidance, Joe focuses on simplifying complex planning concepts so clients can make informed decisions aligned with their personal objectives. He has held leadership roles including Vice President, First Vice President and Senior Vice President.
Originally from Portland, he moved to Bend in 2004. As the father of a 35-year-old autistic daughter, he has a personal appreciation for long-term financial support, estate planning and trust strategies for families with unique needs. Outside of work, he enjoys cycling, golf, hiking and travel. He has also served as president of his community HOA and as president of the local High Desert Porsche Club.
Managing Director - Investments
- Bachelor of Science from Santa Clara University
David Aichele, CFP®, RICP®
David’s career began in the Armed Forces as a human intelligence collector. When he left the service, his skills followed him to the financial sector as a banker where he identified opportunities and services by interacting with clients to help them better their financial situation. Soon after, he rose through the ranks to become a Financial Advisor. As an advisor David leads with planning and believes a solid investment plan is key to the confidence and long-term success his clients deserve. David is a dedicated family man who can’t wait to explore new parks with his wife Lindsay and their two children, Chris and Elisa. You’ll also find him driving racetracks around the state or out on the soccer field with friends and family.
CA Insurance License #: 4156480. Resident state: OR
First Vice President - Investments
- Bachelor of Science degree in Business with concentration in Finance from Columbia Southern University
Aaron Phelps
With over a decade of experience in the financial industry, Aaron brings a thoughtful, client-centered approach to wealth management. He specializes in holistic investment planning, portfolio strategy, and helping clients navigate life transitions with clarity and confidence. Aaron thrives on building lasting relationships with clients by connecting on a deeper level and understanding what drives them.
Originally from Michigan, Aaron moved to Oregon in 2013 and found his home in Bend, where he met his wife Becca in 2017. A lifelong sports enthusiast and devoted University of Michigan football fan, he makes an annual pilgrimage to Ann Arbor for a home game. His love of sports has shaped his analytical mindset and sharpened his ability to track trends, statistics, and performance, both on the field and in financial markets.
Outside of work, Aaron and Becca share a deep love for music and are always on the lookout for live shows of their favorite bands. They also enjoy traveling and spending time outdoors—whether snowboarding, hiking, camping, or backpacking in the mountains. Aaron enjoys reading non-fiction and history, with a focus on the events and choices that have shaped the world. That same curiosity fuels his approach to investing, where understanding the historical context and cyclical nature of markets helps him guide clients through uncertainty with perspective and purpose.
Originally from Michigan, Aaron moved to Oregon in 2013 and found his home in Bend, where he met his wife Becca in 2017. A lifelong sports enthusiast and devoted University of Michigan football fan, he makes an annual pilgrimage to Ann Arbor for a home game. His love of sports has shaped his analytical mindset and sharpened his ability to track trends, statistics, and performance, both on the field and in financial markets.
Outside of work, Aaron and Becca share a deep love for music and are always on the lookout for live shows of their favorite bands. They also enjoy traveling and spending time outdoors—whether snowboarding, hiking, camping, or backpacking in the mountains. Aaron enjoys reading non-fiction and history, with a focus on the events and choices that have shaped the world. That same curiosity fuels his approach to investing, where understanding the historical context and cyclical nature of markets helps him guide clients through uncertainty with perspective and purpose.
Associate Vice President - Investments
Jenny Bell
Jenny is a Senior Wealth Associate at Continuity Group, supporting clients and advisors with a focus on enhancing strong relationships and providing seamless service. With 15 years of experience in financial services—all with Wells Fargo—she brings deep operational expertise and a passion for helping clients with all their financial goals.
Known for her positivity and relationship-driven approach, Jenny is committed to making every client feel supported and understood. Her proactive style helps ensure a smooth, consistent experience for both clients and colleagues.
Before joining Continuity Group, Jenny served as a Branch Manager, Service Manager, Personal Banker and Teller, giving her a well-rounded perspective on client needs and the full banking experience. She has earned multiple performance recognitions throughout her career.
Originally from the Napa Valley/Ramona area of California, Jenny now lives in Bend with her husband, Charles, and their two children, Charlee and Jackson. Outside of work, she embraces an active, outdoor-focused lifestyle—hunting, fishing, camping and spending time with family. She loves raising her kids to appreciate adventure and the beauty of the Pacific Northwest.
Known for her positivity and relationship-driven approach, Jenny is committed to making every client feel supported and understood. Her proactive style helps ensure a smooth, consistent experience for both clients and colleagues.
Before joining Continuity Group, Jenny served as a Branch Manager, Service Manager, Personal Banker and Teller, giving her a well-rounded perspective on client needs and the full banking experience. She has earned multiple performance recognitions throughout her career.
Originally from the Napa Valley/Ramona area of California, Jenny now lives in Bend with her husband, Charles, and their two children, Charlee and Jackson. Outside of work, she embraces an active, outdoor-focused lifestyle—hunting, fishing, camping and spending time with family. She loves raising her kids to appreciate adventure and the beauty of the Pacific Northwest.
Senior Wealth Associate
- Bachelor of Arts in Human Development - California State University San Marcos
Natalie Sanchez
Natalie brings over a decade of experience in wealth management to her role at Continuity Group, where she supports a team of financial advisors in Bend. Known for her attention to detail, strong follow-through, and genuine passion for building lasting client relationships, Natalie plays a key role in helping to ensure every client receives exceptional service. She is motivated by a shared commitment to helping clients feel cared for and confident in achieving their financial goals.
A graduate of Central Oregon Community College with a degree in business, Natalie is proud to call Bend home. Outside of work, she embraces the active lifestyle and natural beauty of Central Oregon. Whether hiking local trails, kayaking on nearby lakes, attending concerts, or cheering on the Oregon Ducks, Natalie finds joy in making the most of what Bend has to offer.
A graduate of Central Oregon Community College with a degree in business, Natalie is proud to call Bend home. Outside of work, she embraces the active lifestyle and natural beauty of Central Oregon. Whether hiking local trails, kayaking on nearby lakes, attending concerts, or cheering on the Oregon Ducks, Natalie finds joy in making the most of what Bend has to offer.
Wealth Associate