Our Advisors

Steve Dunne, PhD, MBA, CFP® – Financial & Investment Advisor
(Chief Executive Officer)

Ron Barry, PhD, CFP® – Financial & Investment Advisor
(Chief Operations Officer & Chief Compliance Officer)

Rich Steronko – Financial & Investment Advisor

Val Nelson, CPA, CFP® – Financial & Investment Advisor
(Chief Financial Officer)

Jim Jones, CFP® – Financial & Investment Advisor

Steve Silver, CFP®, CDFA, CLU – Financial & Investment Advisor

Dana Gardner – Financial & Investment Advisor

Our Support Staff

 

Olu Dada – WFA Advisor Associate,  REGISTERED PARAPLANNERSM

Financial Planning, Investment Advisory, and Wealth Management Services offered through Willamette Financial Advisors, LLC, an independent Registered Investment Advisor with the United States Securities and Exchange Commission (SEC).  This registration does not constitute an endorsement of Willamette Financial Advisors by the SEC, nor does it indicate that the Advisor has attained a particular skill or ability. • 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97035 • (503) 747-0306.

 

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