P: (503) 477-6085
Alexandria (Alex) joined Finity Group in September 2020 as a team member in the accounting department. Alex is proud to be working for a local business and award-winning employer that puts clients’ best interests first. She strives to further her knowledge in financial planning.
In her role at Finity Group, she works directly with Marcus Nelson. She works specifically with adviser compensation as the Commission Specialist. Alex has experience in Real Estate, Title Insurance, and Banking Industries.
Alex enjoys hiking, kayaking, anything outdoors. She loves to eat and to create fun recipes for her food page. She also loves taking photos of everything, mainly her three dogs!
Amanda joined Finity Group when the company began in 2011 and brought with her a passion for service and a commitment to excellence. After excelling in her administrative assistant role, she now directs the company as the Vice President of Operations, helping to lead process advancement and foster growth within the company.
Although Amanda has taken on several roles throughout her time with Finity Group, she feels as if her current role has provided her the opportunity to grow as a leader on a personal and professional level. Amanda strives to help build a foundation of success for our clients and team members built on trust, integrity and communication.
Amanda graduated from the University of Oregon with a B.S. in Business Administration, as well as a minor in Communications. Amanda is an avid northwest sports fan and attends as many Oregon Duck, Timbers FC and Trail Blazer games as possible. She also enjoys traveling, spending time with friends and family and playing kickball.
Anders is a Senior Partner and Financial Advisor at Finity Group. As one of the founding members, Anders is involved in almost every facet of Finity Group, from managing operations and guiding the growth and direction of our firm to assisting his clients with their financial planning needs.
As an advisor, Anders prides himself on getting to know his clients beyond the numbers. He knows there is a vast and growing number of resources available to consumers to address financial needs, but he understands that the intentions behind the numbers are where effective planning takes place. Anders asks questions until he arrives at the root of concern, striving always to put his clients needs first and offering sound advice to keep his clients on track with their goals.
A significant portion of Anders practice is dedicated to serving the needs of medical professionals and their family members. Due to his dedication to excellence in service, thoroughness in planning and expertise in issues unique to the medical community he has been recognized by Medical Economics Magazine as one of the *Top Financial Advisors for Doctors in the country. Hes achieved this honor each year since 2010.
Anders holds a bachelors degree from Oregon State University with a focus in Finance and Accounting. Since 2004 he has held his Series 7, 63 and 65 designations. He also carries advanced designations, including Certified Financial Planner (TM), Chartered Financial Consultant, ChFC and Chartered Life Underwriter, CLU.
In his free time, Anders enjoys travelling and spending time with family and friends. Some of his favorite travel destinations are Hawaii, Belize, and Costa Rica. This list is quickly expanding as time allows. His golf game continues to improve and he enjoys the occasional day skiing.
Anders and his wife, Katie currently make their home in Happy Valley, OR.
*Recipients of The Best Financial Advisors for Doctors were chosen based on their knowledge and experience, items taken into consideration were their certifications, specializing in the physician or medical field and a minimum of 10 years experience. The advisor must represent a broad geographical range for their services, charge either a fee or commission for their services, require a portfolio to have $1 million or less as a minimum and be in good standing, not found guilty of any wrongdoing on a national level, with the Securities and Exchange Commission and Financial Industry Regulatory Authority. This recognition is not representative of investment performance or returns.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visitwww.CFP.net.
Andrew’s interest in financial planning began at young age, as his father works in the industry. Andrew remembers going into the office with his dad, and getting to pick a share of stock to buy. This inspired Andrew to pursue a career in finance. Shortly after joining the Finity team in June of 2017, he obtained his Series 7 and 66 security licenses. Andrew graduated from The University of Oregon with a B.S in economics, as well as a minor in Business Administration.
Outside of work, Andrew enjoys playing golf and spending time with friends and family. Andrew is big sports fan and can be found rooting on the Oregon Ducks and Portland Trail Blazers.
P: 916- 514-8038|
In college, Antwon found the perfect combination for a career to utilize his strategic thinking, love for numbers, and passion for helping others: financial planning. He hopes to help people become financially literate on their journey to financial independence.
After joining the Finity Group Team in May of 2020, he is determined to obtain his Certified Financial Planner (CFP) and his Certified Kingdom Advisor (CKA) designation and is working ardently towards these goals.
Antwon graduated from George Fox University, played football, double majored in finance and accounting, and spent a summer at Harvard Business School’s Summer Venture in Management Program. He left from his time in Cambridge energized with a desire to live and work in service to others. Outside of work, he enjoys pushing himself strategically and mentally through gaming and playing monopoly. He also enjoys race cars, fishing, and spending time with loved ones.
Growing up Braden would often visit his Uncle at his office where he worked in the financial industry. He quickly developed a passion for the work and was impressed by the integrity, respect, and high ethical standards his Uncle always upheld with his clients, and in his own life. Braden soon knew he wanted to follow in those footsteps, knowing he could have the same positive impact in the lives of his own clients. Years later as a member of Finity Group, Braden brings those same qualities to his work here, and to the lives of his own clients and the community around him.
At Finity Group we seek to help all those who aspire to become financially independent attain their goals of financial freedom through a tireless work-effort and by providing clients with the highest level of service. Braden is proud to be part of a team that rises to the upmost level of integrity and always placing the client’s needs ahead of their own.
Braden graduated from Oregon State University with a B.S. in Business Finance, as well as a minor in Economics. In his spare time, Braden enjoys working out, creating new and interesting culinary dishes, traveling, and spending as much time as possible with friends and family.
Carlie’s love of numbers, science, and helping people started at a young age and has continued throughout her career. She was drawn to the Finity Group because she was impressed by their focus on financial literacy and commitment to doing what is best for each client. This matches her personal mission of making financial education more accessible to all. Carlie specializes in meeting the needs of the medical community and provides financial planning educational lectures for physicians across the country. She is an Accredited Investment Fiduciary® and holds her FINRA series 7, NASAA Series 66 and Life & Health producer certifications.
In Carlie’s past she taught in Japan, Hawaii, Washington and Colorado and earned a Master of Science in science education from Montana State University. A highlight of her teaching career was developing a sustainability program with Nobel laureate Dr. Lee Hartwell and implementing the program in her school. Carlie lives in Denver with her husband and two young boys. Her family loves hiking, dancing, biking, skiing and camping while laughing together.
A career in financial planning came into perspective for Cole in his later high school years, when he started taking business courses at his local community college. Analyzing data in its many forms and optimizing decisions and situations to make people happy and find a better way, no matter the context, was what really interested him. Of all the majors, finance and its varying career paths offered Cole the best chance to support those passions and put his skills to good use.
While completing his degree in finance at the University of Washington’s Foster School Business, Cole interned for Finity Group for a Summer and fell in love with their take on financial advising as an ethical way to make a major, positive impact on people’s lives and have fun doing it. Cole carries those same ethical standards of honesty, integrity, and transparency in his practice, offering comprehensive, and tailored guidance and financial education.
Outside of his career, Cole enjoys playing ultimate frisbee, video games, practicing mindfulness through meditation, spending time with his friends, and watching sports. He closely follows the Washington Huskies, Seattle Mariners, Seahawks, and Cascades.
Cole has a dual role at Finity Group, serving both as the Chief Investment Officer at Finity Group and as a Financial Advisor to his clients. After graduating from the University of Colorado Boulder, he started his career on the institutional side of finance working at different boutique broker dealers in Denver, Colorado. While rewarding, Cole felt his time could be better spent, and he could have a larger impact, working directly with individuals and businesses to help them navigate the complexities of the financial landscape. Cole lends his working knowledge of the equity capital markets to his clients and our advisory team as he leverages his institutional experience and knowledge to provide his clients and fellow advisors with insights into the dynamics of investing.
Cole Kimball earned the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies in 2012. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. He has also been recognized by Medical Economics Magazine as one of the top financial advisors in the country for physicians.
In his free time Cole enjoys being active and taking advantage of all the outdoor opportunities the Pacific Northwest has to offer. In the winter there is a good chance you will bump into him on the mountains snowboarding and in the summer, biking around town as he trains for the next triathlon.
Recipients of The Best Financial Advisors for Doctors were chosen based on their knowledge and experience, items taken into consideration were their certifications, specializing in the physician or medical field and a minimum of 10 years experience. The advisor must represent a broad geographical range for their services, charge either a fee or commission for their services, require a portfolio to have $1 million or less as a minimum and be in good standing, not found guilty of any wrongdoing on a national level, with the Securities and Exchange Commission and Financial Industry Regulatory Authority. This recognition is not representative of investment performance or returns.
As a financial advisor, Colin understands the essential and challenging decisions he helps his clients make that have significant impacts throughout their lives. His efforts are approached with sincerity and discipline aiming to be a steady hand his clients can rely on as they balance today’s challenges while helping to keep an eye on their long-term objectives. Colin’s a firm believer that it’s never too early to begin planning and that he’ll be able to help his clients meet their financial goals.
Colin was born and raised in Washington state, loves being outdoors, and graduated with a degree at Seattle Pacific University’s School of Business, Government, and Economics, where he played on the men’s soccer team before transitioning into his career as a comprehensive financial advisor. More recently in September 2018, he got married to his fiancé, Stefanie, (and her dog) and can’t wait to see what the future holds!
Colin’s goal as an advisor is to deliver each individual suitable and objective advice as they build a well-diversified and strong financial plan upon their journey to financial independence.
When Corey was in sixth grade, he won an online stock picking contest and has been interested in the world of finance ever since. In college, he majored in business, with an emphasis in finance. He graduated with honors from the University of Southern California, where he was also a captain of the lacrosse team.
Corey was a founding member of Finity Group. In 2012, he became a CERTIFIED FINANCIAL PLANNER™ professional. His main objectives as a financial advisor are to educate his clients and help them make smart financial choices that are appropriate and aligned with what they are looking to accomplish. Corey specializes in helping medical professionals achieve financial independence, as well as employees at hyper growth technology companies manage equity events effectively.
Over the course of his career, Corey has grown into a leadership role at Finity Group and helps mentor new advisors as they develop the foundation for their planning practice.
In his free time, Corey enjoys being active, traveling, trying to improve his golf game, and anything to do with food. Brainwashed by his father since birth, Corey is an avid Philadelphia Eagles fan. He also enjoys cheering on the Portland Trailblazers and his USC Trojans.
Corey lives in the Portland area with his wife, two young kids, and their crazy dog.
Danielle joined Finity Group in December of 2012 after moving from Dallas, TX. Growing up, Danielle has always loved helping others. As a member of Finity Group, she realized that she would be surrounded by a group of talented, passionate people who care about helping their clients reach their financial goals.
Over the years, Danielle has contributed to client scheduling, application/account processing and being a resource for client correspondence for many different advisors here at The Finity Group. She is currently serving as one of two New Business Processors in the Portland office. She also assists with insurance contracting for each advisor.
Danielle graduated from the University of Arkansas with a B.S. in Health and Exercise Science, as well as a minor in Biology. While there, she played on the women’s soccer team. In her spare time, Danielle enjoys exploring Portland’s neighborhoods, practicing yoga, soccer and playing games with family and friends.
Derek joined Finity Group in April of 2019. From a young age he has been fascinated by the financial world. The opportunity to work closely with individuals to educate and provide a wide variety of financial services made financial planning an outstanding fit.
Currently, Derek is in a role assisting advisors Levi Geissel and Braden Balocan while getting ready to jumpstart his own practice at the Finity Group. The overall culture and encouragement for career advancement as well as personal growth is what sold Derek to join the team.
Derek graduated with a B.S from the School of Accounting at the University of Oregon with a minor in economics. Derek is an avid golfer and sports fan. Derek loves spending his free time on the golf course, rooting on his Oregon Ducks, and enjoying all that the Pacific Northwest has to offer with his friends and family.
Over his almost 20 year career in financial services, Evan has developed a practice that caters to the unique needs of business owners. He helps his clients on all facets of their business, from the start-up phase through the exit and transition planning, and always begins with a thorough discussion of both personal and business goals. With his clients’ objectives in mind he guides them through options and helps implement strategies better reward, retain and attract key employees, whether that is through traditional retirement plans, executive bonus programs or other unique compensation plans. Additionally he helps identify and address risk that might otherwise compromise the owner’s business.
Evan started in the financial planning industry in 1995, but found that coming to Finity was a natural and easy decision. Evan enjoys the shared approach, comradery and team culture that the Finity advisors and staff subscribe to in all their efforts for their clients. In addition to serving his own clients Evan is also involved in the direction and ongoing development of our organization.
Evan’s father was a career officer in the US Army and he and his family lived in many places before arriving in Portland in spring of 1979. It was shortly thereafter he decided this was home. Evan graduated with a B.S. in Finance at the University of Oregon. In his free time, Evan spends time with his four children. He participates in many community and charitable activities, as well as, enjoys outdoor activities such as hiking, skiing and rafting. He also loves time in the kitchen and quality time with his parents and family that also live in Portland.
As an Advisor at Finity Group, Evan manages a planning practice that caters to the unique needs of dentists, physicians and other medical professionals. He serves his client base by assisting on nearly every aspect of their financial plans from organizing the strategy, to putting the plan in motion, and onto regular reviews, Evan works diligently to ensure his clients plans remain appropriately aligned with their goals. In addition to his personal practice, Evan is also involved with the support, develop, and training other advisors at our firm.
We live in a world where time is precious and making a well-informed decision is becoming increasingly difficult. Evan understands that long-term financial success is made by consistent and methodical efforts. However, with the 24 hour news cycle, social media, and the internet each vying for our attention, coming to any decision and putting a plan in motion is challenging.
The opinions of friends, family and colleagues can make things difficult as well so Evan believes his first job as an advisor is to listen. He wants to help his clients regain their time, helping to weed through the noise and ultimately educate clients about the strategies that are the best match for their objectives. He encourages questions and wants his clients to not only understand how their plan works, but also be comfortable and confident in the strategy.
Evan holds a degree from University of Portland, finishing with a Bachelors of Business Administration with a focus in Finance and a minor in Political Science. While at UP, Evan was accepted to the Entrepreneurial Scholarship program and was also the co-founder and vice president of the University of Portland Finance Club.
Evans wife Teresa works in the Project Management Office at Daimler Trucks North America. As native Oregonians their weekends are spent enjoying coffee at one of the many local roasters before finding their way to one of Portlands many outstanding restaurants or local brewpubs. They are also members of several local wineries and often spend weekends exploring Oregon wine country. Evan is also an active runner and an ardent supporter of the Portland Timbers.
Hannah joined Finity Group September 2019 and has been working as an administrative assistant. She loves learning about financial planning. She also really enjoys the team and work environment.
In her role at Finity, Hannah schedules, preps applications, and is a resource for client correspondence for Jeff Pratt and James Fox.
Hannah graduated from Oregon State with a major in Early Childhood Development. In her spare time she loves to run and cook. She also loves to travel anywhere that is warm and has a beach.
Hayden serves as a financial advisor with the Finity Group, LLC in Portland, Oregon. He has always been fascinated with the stock market and planned to get into the finance world since he was in high school. Hayden works with individuals, families, and businesses to build a financial plan across the country. He works with clients to provide advice on retirement planning, college funding, investment management, risk management, business planning, estate planning, and proactive tax strategies. Working with an independent financial planning firm, Hayden is able to provide solutions for each client’s unique situation and continues to provide a high level of service as their lives change. Hayden holds his FINRA Series 7, 63, 66 registrations, and Life and Health licenses.
Hayden was born and raised in Salem, Oregon and graduated from Oregon State University with a Business Finance degree. In Hayden’s free time he enjoys playing golf, fishing, watching his favorite sports teams, and spending time with friends and family.
Ian has worked with Finity Group since 2012, primarily working in the investment processing and operations departments. He supports the client-advisor relationship, to ensure Finity Group’s clients’ financial strategies are implemented with ease and at the high standards required by the firm. Ian also helps coordinate Michael Merrill’s individual investment practice.
In addition to providing operational support, Ian leads the Investment Committee due diligence and research process. As a committee member, he assists in the monitoring and review of investments utilized by advisors in individual and group client portfolios to ensure they meet the guidelines and standards set by Finity Group. Ian also assists in the review of employer provided retirement plans and benefits. He recently completed course work to gain the Registered Employee Benefits Consultant® designation from the American College of Financial Services. The REBC® designation acknowledges his specialized knowledge in the complex field of employee benefits.
Ian has his Series 7 and 66 security licenses and a B.S. in Business Administration from the University of Oregon. When not at work, he enjoys spending time with friends, camping, and is an avid Oregon Duck and Portland Trail Blazers fan.
Jackie joined Finity Group in December 2017. She enjoys working with a motivated group of individuals who all have the desire to provide the best experience possible to their clients.
In her role at Finity Group, Jackie does scheduling, application processing and is a resource for client correspondence for Colin Kosco and John Neri.
James is one of the founding members of Finity Group, LLC. He is motivated and driven by the desire to help his clients develop financial plans without pressure from outside influences. James understands that client relationships will flourish when advice can be provided with the highest degree of objectivity. With his experience and through independent channels James helps his clients approach complex financial choices, taking care to always align each decision with his clients overall financial goals.
This way of thinking was engrained at an early age when, after being handed a pamphlet on how to understand a stock report, James had the first inclination that he wanted to spend his working life in finance. James would become the first of his immediate family to attend college and it was there that his interest in the stock market shifted to a focus in Financial Planning. Upon graduating with honors from Oregon State University with a B.S. in Finance and a minor in Athletic Administration, he vowed to make helping others attain financial independence, his lifes work.
James believes that building a successful financial plan requires both persistency and consistent effort. In his personal life James has seen these traits pay off as he became the first civilian to win the U.S. National Service Rifle Championships at the age of 18. He followed this up by competing in England at the World Long Range Rifle Championships and setting 27 national records over his competitive shooting career. Financial goals are most likely achieved when theres a well-founded plan in place. Moreover, James understands that his clients financial plan will work best with a consistent approach, active monitoring and regular review. With his clients hes here as a resource to help better ensure the plan stays on course.
James finds helping his clients achieve their financial goals as one of the most rewarding things he could possibly do. When he is not in the office he enjoys riding his bicycle.
In addition to James higher education, he also holds the series 7 and 66 FINRA registrations, as well as the state life, health, disability & long term care insurance licenses.
Japie grew up in South Africa and graduated with degrees in Law, Finance and Investment Management from the University of Johannesburg. After working as an assistant to portfolio managers in his hometown, he chased after adventure and personal exploration by teaching English in South Korea. There he met his wife, who is a PNW native, and she brought him to Portland.
Japie assists Cole Kimball, Evan White and James Fox with coordinating their investment practices and is also a member of the Investment Committee. Shortly after joining the Finity team in July 2018, he obtained his Series 7 license.
Japie enjoys spending time with his wife and their cat, Keiko—constantly on a quest to enjoy good food, local events, and explore nature.
A cornerstone to building a successful, well balanced financial plan is the recognition that everyone’s life and economic situation is unique. Whether it be purchasing a first home, planning for retirement, or preparing for a child’s college education, Jeff takes the time to understand his client’s unique goals so he can educate them on how best to position themselves to achieve those goals.
His primary focus is working with medical professionals, but Jeff has never been one to shy away from stepping outside of the box and helping anyone who asks for his assistance. He has always been a strong believer in helping others and he gives credit to having that mind set to his parents, and to being a member of the Boy Scouts for 10+ years.
Jeff became an Eagle Scout in 2006 while in High School and continued his involvement in the community when he went to college at The University of Oregon by joining the Sigma Alpha Epsilon Fraternity. You can ask Jeff about important decisions made in his life and one decision he will always reflect back to is the day he decided to join Sigma Alpha Epsilon. The everlasting connections and friendships he made in the Greek Life community is something he considers to be “priceless.”
After graduating from college with a Bachelor’s Degree in Finance he landed a job with Finity Group not long thereafter. Once he got established for a few years in his practice he gained the Certified Retirement Counselor designation in 2016 from the International Foundation of Retirement Education. The designation acknowledges Jeff has a commitment to the retirement planning profession, and an adherence to a code of ethics and continuing education.
In his free time you can find him riding his bike around town, skiing on the mountain, going to concerts, or simply hanging out with family and friends in the Portland area. Jeff is also an avid traveler as he has had the opportunity to visit more than 20 countries and he hopes to continue seeing different parts of the world throughout his life.
If you want to schedule a meeting with Jeff you can click here.
P: (503) 477-9229
Jeff is a member of Finity Group’s division in Portland, OR. He is developing a national financial planning practice helping people reach their goals and achieve financial independence. Jeff has over 25 years of experience working in the business community. Jeff is also a veteran of the US Navy.
John was first drawn to finance at an early age due to his father’s passion for personal investing. In 2008 this backfired when his family experienced a huge financial burden due to the housing crisis. John wanted to ensure that this never happened to him again, so he decided to take a deeper dive into the world of finance and with these experiences, found himself a natural in the world of financial planning.
John aligned himself with Finity Group during his junior year at Oregon State University as an intern. After completing his licensure by obtaining the Series 7 & 66 and earning his Life & Health Producers license that summer, he became immersed in Finity’s culture and knew this would be the place to launch his practice.
John earned a Bachelor’s of Science in Finance at Oregon State University. While at Oregon State, John was a member of the Finance Club and the Consumer Goods Sector Leader with the Oregon State Investment Group. John accredits much of his success within college to Sigma Phi Epsilon where he was active within his fraternity and within the community. John continues to stay involved within his fraternity as an active member on the Oregon Alpha Alumni Board where he helps shape and mentor current undergrads.
John has continued his education in the industry by becoming a CERTIFIED FINANCIAL PLANNER™ professional and also earning the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies which certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
John recognizes that when it comes to financial planning, it often is too easy to get caught up in life and to ignore red flags in your plan. It also can feel like you don’t know how to fix the problem, nor who to turn to. Understanding this, John is a major proponent of education first when meeting with clients and wants them to understand all angles of a given recommendation to make the best decision for themselves and their families.
In his free time John enjoys tennis, golfing, softball, and spending time with friends and family. He also makes it a point to give back to the community by educating undergraduates at local universities the basics of financial planning to give them the tools they need to succeed to make sound financial decisions today and later in life.
Julie has been a part of the Finity family since September of 2012. She is the scheduling assistant and a resource for client correspondence for Anders Ramstad and Michael Merrill. She also has recently taken on the role of a business processor in our insurance division.
When Julie isn't at the office, she loves hiking and camping. On weekends you can usually find her at the beach enjoying a sunset and relaxing near the ocean. She enjoys yoga, traveling and exploring the pacific northwest.
Julie plans to continue diversifying her role within the company. She views every job as an opportunity to expand her growing knowledge of the financial industry.
Justin joined the firm in April 2020. He had an interest in Wealth Management from a young age and wanted to help people to get financial security in their lives. He started his career at Fisher Investments where he helped clients bring on over $100 million dollars of assets under management.
Justin is a member of the investment committee where he works with the day-to-day operations. He additionally assists Corey Janoff and Marshall Weintraub with coordinating their investment practices.
Justin has his Series 7 license and earned a B.S. in Finance with a minor in Economics from the University of Oregon. When not at work, he enjoys spending time with friends, exploring new places to eat, and staying active.
Karl was hired upon graduation from the University of Washington and was one of the first advisors in Finity Groups Seattle office. Karl majored in economics and sought a career where hed be able to have a lasting impact on the lives of those he worked. Karl found that a position in financial services was a natural fit for him as he was able to pair his interest in finance and passion for providing education, and a long term successful plan to his clients. As Karl continues to build his practice, his dedication to financial planning only becomes stronger.
Karl recently completely his coursework for the Chartered Financial Consultant, ChFC and was named by *Medical Economics to be one of the Best Financial Advisors for Doctors in the country. Karl finds that his biggest attribute to his clients is his ability to explain financial topics in a concise and easily understandable way. Karl feels that education is imperative not only in regards to financial planning but in all aspects of life.
In his free time, Karl likes participating and watching sporting events. He is an enthusiast to all things outdoors and hiking related. In addition to the outdoors, Karl is an avid runner who is constantly training for his next marathon. Karl is also very active with music and plays the drums and trumpet in a German-American band with his father and younger brother. Karl spends his weekends performing which is especially in demand during the Oktoberfest season. In the near future, Karl plans to feed his traveling bug and visit various regions across the globe.
Kristopher joined the Portland office of Finity Group in February of 2017. His position at Finity Group directly supports Marshall Weintraub and Thanh Le, managing all of the day-to-day aspects of their practices. Kristopher is continuing to expand his role not only within Marshall and Thanh’s practices, but within the entire company by working towards obtaining investment licensing.
Kristopher grew up in the California Bay Area before attending Biola University in Southern California where he got a B.S. in Business Management, and a B.A. in Media Management. He spends his free time with hanging out with friends, supporting Bay Area sports teams, and one day hopes to finish his MFA degree.
Levi’s path to Finity Group started years earlier as he often pitched in to help friends and family around their farms. He worked alongside those closest to him loading hay bales, building fence, running irrigation and performing various tasks dedicated to the farm’s success. These were efforts focused beyond the immediate season, with a goal to create a long-term, sustainable plan for each farm’s future. Levi saw firsthand the power of having a plan of action. Moreover he learned how to address issues while becoming a trusted resource to those relying on him. As he entered college, Levi pursued a degree in Economics. With his economic background coupled with his passion for problem solving and helping others, financial planning was a natural fit.
In starting with Finity Group, Levi saw the opportunity to join an organization that shared his passion to help others and was drawn to Finity’s team atmosphere and “shirt off your back” mentality. Levi is seeking to establish professional, long-term, relationships with clients built on a foundation of trust, hard work, and integrity. He looks to address client goals and concerns by educating them on material that is tailored to their specific needs. Levi is proud to have accepted a career with Finity Group and finds comfort in joining such a close knit community.
Levi graduated from the University of Oregon with a B.S. in Economics. His degree is complimented by a minor in Business Administration, as well as, a minor in Computer and Information Technology. Although he’s living in Portland now, Levi’s rural upbringing still plays a major role in his lifestyle. In his free time he enjoys hunting, angling and hiking.
Liesle started with Mike and Anders in early 2006 as their part-time administrative assistant after originally being an onsite computer technician. Over the years she has spent time with client scheduling, systems management, underwriting, licensing, training new staff members/advisors and compliance.
Liesle is currently serving as one of Finity Groups Portland office new business processors. Liesle is truly a “jack of all trades” at Finity Group and assists in many system areas due to her experiences with practice management throughout the years. She also helps organize and work on Finity Groups corporate licensing and contracting.
Hobbies include spending time with her kids, taekwondo and hikes in the Gorge.
Marcus began his career in the financial services industry in 2005. After six years with national-brand wealth management firms, he decided to seek out opportunities with independent firms. In October of 2012, Marcus joined Finity Group as an intern and has continually earned increased responsibility and scope within the firm. Marcus' current position as Controller involves overseeing new business processing, adviser compensation, maintenance of accounting records and assisting with IT. Marcus is proud to be working for a local business and award-winning employer that puts clients' best interests first.
Marcus holds a B.A. in Finance from Portland State University and a B.A. in Social Sciences with a minor in Hospitality Business Management from Washington State University.
His personal interests include playing soccer for his club, North End United, attending Portland Timbers and Portland Trail Blazers games, fishing, skateboarding and music.
F: (503) 477-6174
Marshall is a financial advisor and, while he is located in Sacramento, he and his assistants, Kristopher Heenk and Justin Fukuhara, provide a high level of service to clients across the country. His practice focuses on the special planning challenges physicians and their families face at all stages of life, particularly around the end of training and early years in practice.His practice focuses on the special planning challenges physicians and their families face at all stages of life, particularly around the end of training and early years in practice.
Throughout the planning process, Marshall explains the many variables to consider when setting up and maintaining a long-term financial plan, ensuring his clients are well informed ahead of any financial decision. He aims to help clients not simply achieve financial independence, but more importantly allow them to fully enjoy life outside of work with the peace of mind their financial plan is taken care of.
Along with Mike Merrill and Cole Kimball, Marshall wrote Finity Group’s book Financial Planning Basics for Doctors as an educational resource for the medical community. He has also written several articles for the American College of Cardiology’s Fellows in Training section to offer insight on a number of personal finance topics.
Marshall graduated from the University of Washington, where he endured an 0–12 football season. He remains a cautiously optimistic Huskies fan.
You can schedule a time to meet with Marshall by using the links below to view his online calendar.
Initial Consultation – Online Calendar for Initial Consultation
Existing Client Review Meeting – Online Calendar for Existing Client Review Meeting
Michael is a Senior Partner and Financial Advisor at Finity Group and one of the original founding members of our firm. He’s directly involved in a wide scope of the firm’s operations, most notably leading marketing efforts and setting a tone of integrity and diligence as the head of our compliance department. Mike also maintains a personal financial planning practice, serving the needs of his clients by directly assisting in the development and maintenance of their financial plan strategies.
Most days find Mike starting the day combing through financial media and the news, making sure he’s up to speed on the topics and issues that matter most, and any changes in the financial landscape. With that broad knowledge base Mike is equipped to help his clients make well informed decisions and weed through the short-term notes of the day, helping them always focus on the right decision for what’s really important in their financial lives.
Mike’s path to financial planning began early on when, as a child he directly saw the impact of inadequate planning and the toll it took on his family. He learned how proper planning could have helped his family avoid these challenges and frustrations and through that he became motivated to help those around him find the financial confidence he never had growing up.
Mike has been recognized by Medical Economics Magazine as one of the *Top Financial Advisors for Doctors in the country. He’s achieved this honor each year since 2010. To meet the growing demand of financial education within the medical community, Mike co-authored the book, Real Life Financial Planning For The Medical Professional. He holds a Bachelors of Business Administration through American Intercontinental University, achieved while on active duty with the United States Navy. Furthermore, he holds the following industry licenses: FINRA Series 6, 7, 63, 65, 24, and Life/Health Insurance. His professional designations include: Certified Financial Planner TM (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).
Mike and his wife are the proud parents of two daughters and a son. In the few spare moments outside of family and his practice, Mike enjoys the Oregon micro-brew scene and watching the San Francisco Giants, especially in October.
Michael knows the work he does can have a lasting impact in the lives of his clients and that by first building a proper plan, financial decisions become that much easier. However, getting to that point can present a challenge for many individuals, given the everyday demands of careers and family. Michael works to alleviate the stress by partnering with his clients so they have a trusted resource at their side; one that can help to both efficiently develop the plan to start, and then follow through with keeping the strategy aligned with future goals.
Michael operates within Finity Group’s independent structure to provide advice and recommendations. In 2018, he became a Certified Financial Planner™ professional. His clients are comforted knowing that he carries no propriety ties or relationship with any specific financial organization. This frees him to educate first on strategies before helping to then select the most appropriate financial vehicles to put their plan in motion.
Michael graduated from the University of Washington, with a degree in Economics and a minor in Business Administration. In his free time, Michael enjoys playing tennis, basketball, and hiking around the greater Seattle area.
Nathan was born and raised in Washington State but attended college at Grand Canyon University in Phoenix, Arizona. There, he earned his degree in finance and economics while interning at a boutique financial advisory firm. That experience gave him a glimpse into the financial world and started his passion for financial services. It also steered his direction to the advisory side of finances as he found the personal aspect of the career to be the most rewarding.
Upon graduation, Nathan joined Finity Group and found it to be a natural fit after meeting with, and getting to know, the people behind the name. He currently holds his Series 7, 66, and life and disability licenses and believes in a comprehensive financial planning approach, as finances are not a stand-alone aspect of one’s life.
Outside of work, Nathan enjoys golfing, hiking, and anything outdoors. A couple of his favorite hikes to date are Tolmie Peak in Washington State and Angel’s Landing in Utah. Although it can be hard to find suitable days for golf in the Pacific Northwest, he is sticking with his goal of becoming a plus handicap golfer.
Nicole is a member of the new business team with Finity Groups Seattle office. Prior to accepting this position, she worked at a physical therapy clinic for five years. While searching for a career opportunity after graduating college, she found Finity Group and felt that the culture and affinity for providing exceptional customer service was a perfect fit for Nicole.
In her role, Nicole is able to gain more skills in administrative work and learn more about the world of financial planning. She is looking forward to furthering her education and fine tuning her administrative skills.
Nicole graduated from the University of Washington Tacoma with a B.A. in Communication, and emphasis in Applied Computing. In her spare time, Nicole loves running and working out in general, especially doing races for non-profits. She also enjoys spending time with family and finding new dog friendly activities and places to explore.
Owen has been fascinated with the financial world for as long as he can remember. It started with a childhood obsession with sports statistics, which inspired him to try to explain how the world works through numerical and statistical analysis. As a member with Finity Group, Owen hopes to share this perspective with his clients, helping them to better understand and navigate the language of the finance industry, while also teaching them how to employ these principals to reach their short and long-term goals.
Owen had the opportunity to become Finity Group's first intern during his final year of undergraduate education. He saw a culture that puts clients first, seeking to educate and translate financial language such that clients could make well-informed decisions to pursue their goals and ease their concerns. He knew that Finity was the ideal place to begin a career in financial planning and accepted a full-time position. Now, working alongside senior advisors and the rest of the team, Owen is in a position to leverage his interest and experience as he helps his clients form fully-realized financial strategies.
Owen graduated cum laude from Lewis & Clark College with a B.A. in Economics, as well as a minor in theater. In his spare time, Owen enjoys playing and following soccer, hiking, mountain biking, and spending time with his dogs.
Peggy has built her practice working with female practice (veterinarians, doctors and attorneys) and small business owners. At age 53 she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning. Peggy’s clients are smart forward-thinking women who have made the right moves and put the pieces together: their business, their life, their goals and beliefs, even their savings and your retirement account. But once that they have the pieces, struggle with how to fit them together into one cohesive picture that they understand.
Peggy is lifelong athlete. She was an Highschool All American Swimmer and a member of the Women’s National Waterpolo Team. She has also competed in Outrigger Canoe, Team Handball and Dog Agility. As an athlete, trainer and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plan. She works collaboratively with her client’s other advisors (CPA’s, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make manage their own money, live the lifestyle they want today and feel confident about their tomorrow.
Peggy earned her BA in Economics at Stanford and a certificate in Project Management from San Diego State University. She holds her FINRA series 7, NASAA Series 66 and Life & Health producer certifications. Peggy has also earned her Chartered Life Underwriter Designation ® (CLU®). Peggy is a member of The Finity Group’s Diversity, Equality and Inclusion Committee and has a 3 year term as part of the Cambridge Diversity, Equality, and Inclusion Advisory Council . Peggy is the chapter head of The W Source® Seattle and is a member of the Greater Seattle Business Association (GSBA) and the National LGBT Chamber of Commerce (NGLCC) where she certified as an LGBT Business Enterprise.
Outside of work, Peggy is very active and is passionate about her dogs. She competes with them on a national level in dog agility. Peggy’s wife Desiree also competes in dog agility and is a national and world champion and trainer who travels the world competing with her dogs and training others how to handle their dogs. Peggy and Desiree live in Sumner, Washington with their 4 Border Collies, Daim, Pace, Cru and Peak.
In 2017, Rachelle decided to change her career path and join Finity Group as a Financial Advisor. Prior to joining the Team, Rachelle worked as a Regional Administrator in the environmental consulting field. She spearheaded billing and accounting operations but was much more interested in personal finance. She has loved every minute of learning about the industry, building her business, and working directly with clients at Finity Group.
The transition to the financial services industry and especially Finity Group has been challenging and incredibly rewarding for Rachelle. Her practice is built on personal relationships with her clients and helping them develop strategies to secure their financial futures. She is particularly interested in helping female clients to advocate for themselves given that women still only make 80 cents on the dollar compared to their male counterparts. This all starts with building a foundation of financial literacy for all her clients and empowering them to make sound decisions. She holds her FINRA Series 7, NASAA Series 66, and Life & Health producer certificates.
Every spare moment of Rachelle's life is spent with her husband, Nick, and their three-year old daughter, Colette. They enjoy exploring their own little corner of the world and sharing new experiences. Everything is new and exciting when you’re three!
To schedule a meeting with Rachelle, click here.
After graduating from Colorado College with a degree in Mathematical Economics, Riley began working at a proprietary trading firm in the Denver area. Riley always knew he wanted a finance career, but this initial experience did not meet his expectations. He soon realized that he desired a career in which he could positively impact other people’s lives. This led him to transition into the financial planning space, and he has not looked back since.
Coming from a family of medical professionals, Finity Group was a perfect fit. Riley looks forward to helping those in the medical community achieve financial independence while being there every step along the way.
Riley enjoys ski, fishing, and spending time with his family and friends in his free time. As a former lacrosse player, he also actively follows the world of sports. He will watch just about any live sporting event, but the Portland Trail Blazers, Portland Timbers, Oregon Ducks football, and Colorado Rockies will always take priority.
Sam joined Finity Group in April of 2019. His interest in the financial industry and the investment world led him to the firm. His curiosity in the different types of investments out there is what sparked his pursuit for wealth managing.
At Finity Group, Sam is a member of the investment committee and assists in the day-to-day operations. He also assists in the research that is involved to guarantee the best investments for clients. Outside of work, Sam enjoys spending time outdoors and exploring the beautiful Northwest and frankly, anything that gets his blood pumping and adrenaline going. To stay active, he’s involved in recreational volleyball and tennis.
Shawnee joined Finity Group in September 2017. She enjoys the hard-working and encouraging atmosphere that allows her to expand her understanding of the finance world, and assist clients with their goals.
In her role at Finity Group, Shawnee is a part of the client service team, assisting advisors and clients with paperwork requests and other various tasks. Shawnee is also a part of the marketing team for Finity Group.
Shawnee graduated from the University of Washington – Seattle, with a major in English literature and a minor in History. When she is not at the office, Shawnee can be found supporting the Seattle Sounders FC, reading, and watching corgi videos on the internet.
Spencer’s passion for financial planning was sparked by a family friend’s particular financial situation and the difficulties this person experienced while trying to navigate through complex and sometimes challenging financial decisions. It was then that he realized the importance of financial planning and the impact it can have on one’s life.
As a member of Finity Group’s team of advisors, Spencer is developing a specialized financial planning practice tailored to meeting the needs of physicians and other medical professionals across the country. His goal is to build long-term relationships with clients while developing trust and coherence through his knowledge, guidance, and service. Spencer believes with a sound plan in place, coupled with a trusted advisor’s guidance along the way, his clients can feel confident throughout their working career and secure thereafter.
Spencer earned a B.A. in Business Administration, with concentrations in Finance and Management and a minor in Psychology, from Saint Martin’s University. In his time outside of the office enjoys spending time with friends and family, trying new restaurants, snowboarding, hiking, and travel.
Terassa joined Finity Group in April of 2020 as Digital Marketing Director. Her love of problem-solving, out of the box thinking, and a fast-paced environment drew her to Finity Group. She loves using social media to help educate people on the importance of having a healthy financial life.
Before joining the team, Terassa worked as digital marketing manager and marketing consultant for various small businesses in the Portland and Bay Areas. She's also spent time at Nike and several years in Washington, D.C. as a Congressional Staffer.
In her free time, Terassa volunteers her marketing skills to an LA-based non-profit that helps bring medical, mental health, and educational services to persecuted minorities and internationally displaced peoples in Iraq and Syria. She's an avid volleyball player, a hardcore foreign policy junkie, and is a strong proponent of a good happy hour!
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Thanh is committed to providing his clients and their families with advice, simplifying complex financial decisions and helping his clients arrive on appropriate conclusions aligned with their financial goals. His focuses are in the areas of investment management, risk management through various forms of insurance implementation, and college planning for his client’s children. Thanh believes that in order to have a successful relationship it must be based on trust, integrity, and an open line of communication.
Thanh currently resides in Green Lake and while away from the office he enjoys his time outdoors, regularly going on hiking and camping trips, and venturing to the mountain to snowboard. In the fall, he devotes his time to “Purple Saturday” as he passionately cheers on Husky football. He is also an avid foodie and is always on the search for the next hole-in-the-wall spot.
Next on his list of challenges include finishing up the Certified Financial Planner coursework, adopting a lab puppy, and growing his involvement in non-profit outreach work.
Tony joined the firm in December 2019, after relocating from Vermont. He graduated from Saint Michael’s College with a Bachelor of Science degree in Accounting, as well as minor studies in Business Administration and Political Science. After starting his career in the captive insurance industry with AIG, he was looking for an opportunity pursue his goal of working in Finance and Wealth Management.
At Finity, Tony is a member of the investment committee where he works with the day-to-day operations, as well as assisting the research team. He also enjoys studying success stories and self-growth in order to further his career and help the firm.
In his free time, Tony enjoys spending time with his wife and two dogs. He believes in living an active lifestyle including exercising and enjoying the outdoors. As a life-long athlete, he came to the U.S from Sweden to play college hockey, and has in recent years found a passion for the martial art of Muay Thai.
Tori joined Finity Group in October 2015. She continuously strives to learn more and further her knowledge in the world of financial planning. Tori appreciates being part of supportive team that is passionate about helping their clients reach their financial goals.
In her role at Finity Group, Tori contributes to scheduling, application/account processing and is a resource for client correspondence for Evan White. Working closely with Evan, Tori is able to experience and help facilitate each client’s unique financial journey. As Director of Advisor Development, Tori is involved in the recruiting process and helping new team members begin their path to success at Finity Group.
Tori graduated from Oregon State University with a B.S. in Animal Sciences with a pre-vet option. In her spare time, Tori enjoys spending time with family and friends, camping, bonding with her fur-children, and exploring the history of the Pacific Northwest.
Zach was drawn to Finity Group due to their refreshing culture, emphasis on teamwork and placing clients interests first. Zach works alongside advisors to help guide clients through the often complicated process of planning for their financial future.
In addition to maintaining personal client relationships, Zach helps Anders Ramstad coordinate his individual investment practice. Zach is also a Registered Principal. As an Office of Supervisory Jurisdiction Designee, he helps ensure that members of Finity Group continue to make suitable recommendations and maintain compliant financial planning practices.
Zach attended the University of Oregon and graduated with a degree in Economics, as well as, minors in Business Administration and Political Science. In his spare time, Zach enjoys hiking, photography, and watching the Oregon Ducks football team.