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 – Financial & Investment Advisor

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

Dana Gardner – Financial & Investment Advisor

Our Support Staff

 

Olu Dada – WFA Advisor Associate

Investment Advisory Services, Financial Planning, and Wealth Management Services offered though Willamette Financial Advisors, LLC, an Registered Investment Advisor in the states of California, Idaho, Oregon, Tennessee, and Washington.
Securities also are offered through Centaurus Financial, Inc., member of FINRA and SIPC.
Willamette Financial Advisors, LLC and Centaurus Financial, Inc. are not affiliated. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.• 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97034 • (503) 747-0306.

 

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