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 Smith is a Managing Director at Continuity Group, where he serves clients as a dedicated relationship manager and trusted advisor. Scott specializes in helping individuals and families navigate tax and cash-flow concerns, establish appropriate investment allocations and make confident financial decisions. Known for his calm, solutions-oriented approach, he finds great fulfillment in solving problems, easing client stress, and building long-term relationships grounded in trust.
Scott brings more than five decades of industry experience to his role. He began his career at Dean Witter, where he spent five years before moving to Piper Jaffray for the next 25 years. He then spent 20 years with Wells Fargo, further deepening his expertise across market cycles and client needs. He also serves as an arbitrator for FINRA, contributing his experience to support fairness and integrity within the industry.
Raised in Seattle and educated in Spokane, Scott has called Lake Oswego home for the past 50 years. Outside the office, he is an avid competitor—both as a rower and a Scrabble player—and enjoys biking and staying active. He is committed to giving back, regularly volunteering to build homes for Habitat for Humanity. Scott is also a member of the Estate Planning Council of Portland and the Guardian and Conservatorship Association.
With a career defined by integrity, insight, and genuine care for the people he serves, Scott remains deeply committed to helping clients find clarity and confidence in their financial lives.
Scott brings more than five decades of industry experience to his role. He began his career at Dean Witter, where he spent five years before moving to Piper Jaffray for the next 25 years. He then spent 20 years with Wells Fargo, further deepening his expertise across market cycles and client needs. He also serves as an arbitrator for FINRA, contributing his experience to support fairness and integrity within the industry.
Raised in Seattle and educated in Spokane, Scott has called Lake Oswego home for the past 50 years. Outside the office, he is an avid competitor—both as a rower and a Scrabble player—and enjoys biking and staying active. He is committed to giving back, regularly volunteering to build homes for Habitat for Humanity. Scott is also a member of the Estate Planning Council of Portland and the Guardian and Conservatorship Association.
With a career defined by integrity, insight, and genuine care for the people he serves, Scott remains deeply committed to helping clients find clarity and confidence in their financial lives.
Managing Director - Investments
CPWA
- Bachelor of Science in Biology - Whitworth College
- Bachelor of Arts in Psychology - Whitworth College
Haley Thomas
, CFP
Haley Thomas is a Senior Vice President – Investments at Continuity Group, specializing in qualified retirement plan consulting. She partners with organizations and their employees to navigate fiduciary responsibilities, strengthen retirement readiness and make informed financial decisions. Haley is known for her ability to simplify complex information, educate with clarity and empower clients to feel confident about their financial futures.
Haley brings more than a decade of experience in the retirement plan industry. Before joining Continuity Group, she served as a Relationship Manager and worked in plan implementation for Empower. She also held an Account Manager role at Standard and spent four years as a Relationship Manager with Strategies LLC.
Originally from Texas, Haley now lives in Lake Oswego with her husband, Yarrex, and their daughter, Lucy. Outside the office, she enjoys running, playing soccer and spending time with her Golden Retrievers. She is active in her church community and values staying connected through service and family activities.
With strong technical expertise and a clear, educational approach, Haley helps organizations and their employees make informed decisions and stay on track for long-term financial success.
Haley brings more than a decade of experience in the retirement plan industry. Before joining Continuity Group, she served as a Relationship Manager and worked in plan implementation for Empower. She also held an Account Manager role at Standard and spent four years as a Relationship Manager with Strategies LLC.
Originally from Texas, Haley now lives in Lake Oswego with her husband, Yarrex, and their daughter, Lucy. Outside the office, she enjoys running, playing soccer and spending time with her Golden Retrievers. She is active in her church community and values staying connected through service and family activities.
With strong technical expertise and a clear, educational approach, Haley helps organizations and their employees make informed decisions and stay on track for long-term financial success.
Senior Vice President - Investments
CFP
- Bachelor of Science in Consumer Sciences/Dietetics – Southwest 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 Osborne is a Financial Advisor with more than 40 years of experience in the investment industry. He works closely with clients to help them pursue long-term financial goals through tailored investment plans and disciplined portfolio management. Jim is committed to helping clients navigate financial challenges, ensuring they feel confident in their financial future.
Jim’s approach is rooted in trust and long-standing relationships. He strives to create an environment where clients feel supported, valued, and comfortable relying on his guidance. His extensive leadership experience—including serving as a branch and complex manager at four practices—gives him a broad perspective on advising clients and mentoring other professionals.
He served as a Naval Flight Officer in the U.S. Navy, as well as, earning all required professional licenses and being recognized with numerous awards for excellence as both an advisor and a leader.
Jim lives in Vancouver, Washington, with his wife, Kris, and their three dogs. Outside the office, he enjoys exercising, reading and following college football. He is also active in his community, having served as president of the Portland Rose Festival Association and as a board member of the Oregon Leukemia Society, and has been involved with organizations such as the University Club and the Columbia River Yacht Club.
With decades of experience and a steady, relationship-driven approach, Jim brings perspective, care, and long-term commitment to every client he serves.
Jim’s approach is rooted in trust and long-standing relationships. He strives to create an environment where clients feel supported, valued, and comfortable relying on his guidance. His extensive leadership experience—including serving as a branch and complex manager at four practices—gives him a broad perspective on advising clients and mentoring other professionals.
He served as a Naval Flight Officer in the U.S. Navy, as well as, earning all required professional licenses and being recognized with numerous awards for excellence as both an advisor and a leader.
Jim lives in Vancouver, Washington, with his wife, Kris, and their three dogs. Outside the office, he enjoys exercising, reading and following college football. He is also active in his community, having served as president of the Portland Rose Festival Association and as a board member of the Oregon Leukemia Society, and has been involved with organizations such as the University Club and the Columbia River Yacht Club.
With decades of experience and a steady, relationship-driven approach, Jim brings perspective, care, and long-term commitment to every client he serves.
CA Insurance License #:4388390. Resident state: WA
Managing Director - Investments
- Bachelor of Arts – Yankton College
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 is a Financial Advisor at Continuity Group specializing in wealth planning, exit planning and investment management. He works with individuals, families, and business owners to help them keep more of what they earn, reduce unnecessary taxes and build long-term strategies that support the life they want to live.
Known for his warm, relationship-driven approach, Cody treats every client like family. He believes money is a tool for creating freedom and focuses on helping clients use it intentionally while identifying risks they may not see coming. His investment philosophy emphasizes high-quality assets, long-term discipline and thoughtful diversification.
Before joining Continuity Group, Cody spent seven years as a Private Banker at Wells Fargo and five years as a Financial Advisor with Edward Jones.
Originally from Wilsonville, Oregon, Cody now lives in Lake Oswego with his fiancé and their dog. He enjoys cooking, traveling, golfing, basketball, scuba diving and cheering on the Oregon Ducks. He also gives back through volunteer work with SOLVE, supporting environmental stewardship.
Known for his warm, relationship-driven approach, Cody treats every client like family. He believes money is a tool for creating freedom and focuses on helping clients use it intentionally while identifying risks they may not see coming. His investment philosophy emphasizes high-quality assets, long-term discipline and thoughtful diversification.
Before joining Continuity Group, Cody spent seven years as a Private Banker at Wells Fargo and five years as a Financial Advisor with Edward Jones.
Originally from Wilsonville, Oregon, Cody now lives in Lake Oswego with his fiancé and their dog. He enjoys cooking, traveling, golfing, basketball, scuba diving and cheering on the Oregon Ducks. He also gives back through volunteer work with SOLVE, supporting environmental stewardship.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Vice President - Investments
ChFC, CEPA
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 “Jerry” Rouleau
Gerald “Jerry” Rouleau is a Managing Partner at Continuity Group, where he serves clients as a seasoned financial advisor and supports the practice’s advisors as a trusted coach and mentor. With nearly four decades of experience, Jerry specializes in guiding individuals and families through retirement planning, helping them clarify their goals, reduce unnecessary risk and build plans that support long-term financial confidence. His philosophy is simple and deeply client-centered: lead with planning, listen closely, take only the risk necessary and deliver concierge-level service at every step.
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.
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 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 Widoff is a Senior Vice President – Investments at Continuity Group, where he works with individuals and families to build comprehensive wealth plans that consider both sides of the balance sheet. He specializes in helping clients stay disciplined through market volatility, long-term savings goals and the many decisions that help shape financial futures. Lucas is passionate about simplifying complex financial situations and introducing strategies clients may not have previously considered. One of his favorite moments is guiding clients through an eMoney plan and watching the confidence that comes from seeing a clear, organized path to retirement.
Lucas’ planning philosophy centers on keeping things simple and putting relationships first. He begins by understanding each client’s goals, values and priorities, then builds a thoughtful wealth plan before moving into investment strategy. This approach helps ensure that every recommendation is grounded in what matters most to the client.
Outside the office, Lucas enjoys working out and cheering on the Oregon Ducks. He is active in his community, volunteering at his church.
With a focus on clarity, discipline, and long-term partnership, Lucas helps families build financial stability and confidence for the future.
Lucas’ planning philosophy centers on keeping things simple and putting relationships first. He begins by understanding each client’s goals, values and priorities, then builds a thoughtful wealth plan before moving into investment strategy. This approach helps ensure that every recommendation is grounded in what matters most to the client.
Outside the office, Lucas enjoys working out and cheering on the Oregon Ducks. He is active in his community, volunteering at his church.
With a focus on clarity, discipline, and long-term partnership, Lucas helps families build financial stability and confidence for the future.
CA Insurance License #: 0L78722. Resident state: OR
Senior Vice President - Investments
CFP
- Bachelor’s degree in Global Business – Arizona State University
Tyler Bevans
, CRPC
Tyler Bevans specializes in family wealth management and reinsurance strategies, working closely with individuals and families to simplify financial complexity and guide them through retirement planning, investment and risk management, tax-smart strategies, and the creation of reliable income streams. Tyler is passionate about making financial concepts easy to understand and takes great satisfaction in building thoughtful plans that clients can watch come to life over time.
His approach is grounded in three core principles: clarity, balance and partnership. He believes investments should be purposeful rather than speculative, always aligned with a client’s goals and long-term objectives. Viewing wealth planning as an ongoing, evolving process—not a one-time event—he prioritizes trust, transparency, open communication, and education in every client relationship.
Tyler began his career as a Financial Representative with Northwestern Mutual in 2014 before moving to Wells Fargo Bank as a Personal Banker in 2015. He joined the Continuity Group team within Wells Fargo Advisors later that year, and in 2025 made the transition with Continuity Group to become an independent practice as part of Wells Fargo Advisors Financial Network.
Tyler resides in Coburg, Oregon with his wife, Nikki, and their two daughters, Emmie and Hadley. Outside the office, he enjoys golf, skiing, and scuba diving. He is active in his community through University Fellowship Church and is a member of the Eugene Country Club.
Tyler is committed to helping families achieve financial clarity and confidence through disciplined planning and long-term partnership.
His approach is grounded in three core principles: clarity, balance and partnership. He believes investments should be purposeful rather than speculative, always aligned with a client’s goals and long-term objectives. Viewing wealth planning as an ongoing, evolving process—not a one-time event—he prioritizes trust, transparency, open communication, and education in every client relationship.
Tyler began his career as a Financial Representative with Northwestern Mutual in 2014 before moving to Wells Fargo Bank as a Personal Banker in 2015. He joined the Continuity Group team within Wells Fargo Advisors later that year, and in 2025 made the transition with Continuity Group to become an independent practice as part of Wells Fargo Advisors Financial Network.
Tyler resides in Coburg, Oregon with his wife, Nikki, and their two daughters, Emmie and Hadley. Outside the office, he enjoys golf, skiing, and scuba diving. He is active in his community through University Fellowship Church and is a member of the Eugene Country Club.
Tyler is committed to helping families achieve financial clarity and confidence through disciplined planning and long-term partnership.
Senior Vice President - Investments
CRPC
- Bachelor of Science in Finance with a minor in Accounting – University of Idaho
Frederick Sernatinger, CRPS, CRPC
First Vice President - Investments
Frederick Sernatinger
, CRPS, CRPC
Frederick Sernatinger is a Financial Advisor and First Vice President of Investments at Continuity Group, where he specializes in wealth management for high-net-worth individuals and families.
Frederick brings a strong analytical foundation to his work, shaped by an undergraduate degree and early career in civil engineering. He also has a background in public speaking, church leadership, and mentoring—giving him a unique ability to guide families with clarity and care.
He works closely with clients, bringing clarity to their most important financial decisions and helping them define meaningful goals, improve tax efficiency, build thoughtful investment strategies, and navigate both present and future uncertainty. Frederick’s approach is grounded in deep expertise, genuine personal connection, and a commitment to excellence, ensuring clients feel supported and confident in their financial journey.
Based in Eugene, Oregon, Frederick and his wife, Johanna, remain active members of their local community. Outside the office, he enjoys pickleball, CrossFit, playing guitar and piano, white-water rafting and golf. He is involved with Generations Church, the Emerald Valley Pickleball Club, Agape Families Ministry, and the Eugene Swim and Tennis Club.
With a passion for service and a commitment to helping families plan ahead, Frederick brings clarity, thoughtfulness and long-term perspective to every client relationship.
First Vice President - Investments
CRPS, CRPC
- Bachelor of Science from the School of Civil Engineering – Oregon State University
Rich Driessnack
, ChFC, CRPC, AAMS
Rich Driessnack is a Senior Vice President – Investments at Continuity Group, where he focuses on multigenerational planning and building long-term relationships grounded in accountability and trust. He works closely with individuals and families who value hard work, personal responsibility and a disciplined approach to creating and preserving wealth. Rich helps clients navigate financial uncertainties with confidence by keeping their goals and priorities at the center of every planning conversation.
Rich’s career includes 17 years with Edward Jones before joining Continuity Group in 2025. Throughout that time, he has held a wide range of leadership and coaching roles that continue to shape his client-first approach. He has guided families through major market cycles, life transitions and long-range planning decisions—experience that informs the thoughtful perspective he brings to every relationship.
Rich is an active member of the Pleasant Hill community and Ekklesia Church in Eugene, Oregon. He and his family enjoy spending time outdoors—camping, hiking, and spending long summer days on the water boating, tubing, and wakeboarding with their kids and their friends.
With a steady, relationship-driven approach and a commitment to helping others grow, Rich is a trusted partner to the families and individuals he serves.
Rich’s career includes 17 years with Edward Jones before joining Continuity Group in 2025. Throughout that time, he has held a wide range of leadership and coaching roles that continue to shape his client-first approach. He has guided families through major market cycles, life transitions and long-range planning decisions—experience that informs the thoughtful perspective he brings to every relationship.
Rich is an active member of the Pleasant Hill community and Ekklesia Church in Eugene, Oregon. He and his family enjoy spending time outdoors—camping, hiking, and spending long summer days on the water boating, tubing, and wakeboarding with their kids and their friends.
With a steady, relationship-driven approach and a commitment to helping others grow, Rich is a trusted partner to the families and individuals he serves.
CA Insurance License #: 0H55941. Resident state: OR
Senior Vice President - Investments
ChFC, CRPC, AAMS
- Series 7 registration
- Series 66 registration
- Cedarville University
Thomas Birk
Thomas Birk specializes in customized wealth preservation, hedging and risk management strategies designed to help clients preserve and enjoy the wealth they have worked hard to build. With a focus on downside protection and disciplined planning, he helps clients navigate uncertainty with greater confidence, combining sophisticated solutions with a calm and reassuring approach. His work includes designing tailored hedging strategies and supporting captive insurance solutions for affluent individuals, business owners and corporate clients.
At the core of Thomas's philosophy is a simple belief: wealth should provide freedom, not anxiety. Thomas works closely with clients to help ease the concerns that often accompany financial success, creating customized protection strategies that help them preserve what they have built and move forward with greater confidence. By helping clients feel secure in their financial foundation, Thomas enables them to focus more fully on the people, passions and priorities that matter most.
Thomas brings deep experience from several of the industry's leading financial institutions. At Goldman Sachs, he helped expand the firm's Asset Management presence across major competitor platforms. He later served in senior roles at Lehman Brothers and Credit Suisse, where he built and enhanced investment platforms, developed structured investment solutions and strengthened fee-based and alternative offerings before transitioning into an advisory role. He has also contributed to industry leadership through his service on Wells Fargo's National Advisory Council for the Market Linked Investment platform.
Originally from Duluth, Minnesota, Thomas now spends winters in La Quinta, California and summers in either Bend, Oregon or Europe. He and his wife, Lisa—a former professional triathlete—share their adventures with their world-traveling dog, Olive. Outside the office, Thomas enjoys golf, swimming, and supporting animal charities. He is also a member of the Professional Speakers Bureau.
Thomas is committed to delivering highly personalized guidance, thoughtful protection strategies, and the confidence that comes from knowing a dedicated advocate is focused on safeguarding their financial well-being. He intentionally maintains the capacity to provide individualized attention, ensuring every client is known, valued, and never lost in the shuffle. By building lasting relationships and treating each client with the care and attention he would extend to family, Thomas helps clients feel supported, secure, and confident about the future.
At the core of Thomas's philosophy is a simple belief: wealth should provide freedom, not anxiety. Thomas works closely with clients to help ease the concerns that often accompany financial success, creating customized protection strategies that help them preserve what they have built and move forward with greater confidence. By helping clients feel secure in their financial foundation, Thomas enables them to focus more fully on the people, passions and priorities that matter most.
Thomas brings deep experience from several of the industry's leading financial institutions. At Goldman Sachs, he helped expand the firm's Asset Management presence across major competitor platforms. He later served in senior roles at Lehman Brothers and Credit Suisse, where he built and enhanced investment platforms, developed structured investment solutions and strengthened fee-based and alternative offerings before transitioning into an advisory role. He has also contributed to industry leadership through his service on Wells Fargo's National Advisory Council for the Market Linked Investment platform.
Originally from Duluth, Minnesota, Thomas now spends winters in La Quinta, California and summers in either Bend, Oregon or Europe. He and his wife, Lisa—a former professional triathlete—share their adventures with their world-traveling dog, Olive. Outside the office, Thomas enjoys golf, swimming, and supporting animal charities. He is also a member of the Professional Speakers Bureau.
Thomas is committed to delivering highly personalized guidance, thoughtful protection strategies, and the confidence that comes from knowing a dedicated advocate is focused on safeguarding their financial well-being. He intentionally maintains the capacity to provide individualized attention, ensuring every client is known, valued, and never lost in the shuffle. By building lasting relationships and treating each client with the care and attention he would extend to family, Thomas helps clients feel supported, secure, and confident about the future.
CA Insurance License #: 0B74634. Resident state: CA
First Vice President - Investments
- Series 7 registration
- Series 63 registration
- Series 65 registration
- o Bachelor of Arts in Speech and Debate as well as Political Science – University of Wisconsin
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 Aichele works closely with clients to navigate life’s financial decisions and serves as a trusted guide for questions big and small. He is energized by helping people pursue what matters most while maintaining long-term financial balance.
David takes a holistic approach to planning, focusing on the entire balance sheet and the key pillars that support lasting financial well-being. He emphasizes clarity, thoughtful decision-making, and aligning financial strategies with the personal, family, and community goals that drive his clients.
David’s path into financial services began after serving in the U.S. Army. He later joined Wells Fargo Bank as a teller and advanced through several roles before becoming a financial advisor with Wells Fargo Advisors.
Outside the office, David lives in Bend with his wife, Lindsay, their two children, and four dogs. He is an avid soccer fan and proud Portland Timbers supporter. He also enjoys auto racing—both watching and participating—and cooking dishes inspired by his Italian heritage.
David is deeply committed to giving back. He founded an animal-focused nonprofit that provides emergency medical care for pets in Central Oregon and volunteers with SIFMA’s The Stock Market Game. He is also active in several community organizations, including the Autocross Club of Central Oregon, the Sports Car Club of America, and the 107 Independent Supporters Trust for the Portland Timbers.
With a passion for service and a holistic planning philosophy, David brings clarity, care, and long-term perspective to every client relationship.
David takes a holistic approach to planning, focusing on the entire balance sheet and the key pillars that support lasting financial well-being. He emphasizes clarity, thoughtful decision-making, and aligning financial strategies with the personal, family, and community goals that drive his clients.
David’s path into financial services began after serving in the U.S. Army. He later joined Wells Fargo Bank as a teller and advanced through several roles before becoming a financial advisor with Wells Fargo Advisors.
Outside the office, David lives in Bend with his wife, Lindsay, their two children, and four dogs. He is an avid soccer fan and proud Portland Timbers supporter. He also enjoys auto racing—both watching and participating—and cooking dishes inspired by his Italian heritage.
David is deeply committed to giving back. He founded an animal-focused nonprofit that provides emergency medical care for pets in Central Oregon and volunteers with SIFMA’s The Stock Market Game. He is also active in several community organizations, including the Autocross Club of Central Oregon, the Sports Car Club of America, and the 107 Independent Supporters Trust for the Portland Timbers.
With a passion for service and a holistic planning philosophy, David brings clarity, care, and long-term perspective to every client relationship.
First Vice President - Investments
CFP, RICP
- Bachelor’s degree in Business - Columbia Southern University
- Associate of Arts with Honors - Clark College
- Associate of Science in Intelligence Operations - Cochise College
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