1336 Oakridge Drive #100,
In Memoriam… We mourn the loss of our Co-Founder, leader, mentor and dear friend. Greg will be missed on innumerable levels by his family, friends, clients and co-workers. Greg had a warm, pastor-like way that drew people to...
Chief Operations Officer
Rod Wilson has 37 years of experience helping clients navigate through the confusion and complexities they face as they plan their financial futures. This experience has taught him many life lessons that he uses to guide his clients in...
LPL Financial Advisor
Prior to joining our team of advisors, Kyle was a member of the professional staff at the #1 golf club in Oregon, EugeneCountry Club. Over his 12 years there, he was involved in building and maintaining relationships with the members...
Client Relationship Manager
No stranger to the financial world; Sara worked in banking for over ten years. Starting as a teller, she worked her way up to running First National Bank's small business IRA program while assisting the Retirement Plan Services team....
Client Service Associate
Deb Davis comes to our office bringing a with her a wealth of experience in customer service and knowledge of the Life Insurance industry. She began her young insurance career with New Hampshire Company in an entry level position working...
Shantel comes to Vision Wealth Advisors bringing 17 years experience in customer service. She has several years of experience in finance for her prior corporate and franchise employers. Her experience includes managing and leading a...