Cascadia advisors have an average of 20 years of experience providing financial advice and solutions to individuals and families like yours. Click on a picture below to learn more about each advisor and staff member.
Greg has been assisting investors since 1993 and is one of the Managing Principals of Cascadia Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is a Registered Representative with Cetera Advisors LLC, member FINRA, SIPC.
Greg’s financial planning practice emphasizes a conservative investment management approach and he believes clients are best served by utilizing active money management strategies that are designed to generate returns while reducing the level of risk that is found in most stock and bond investments. The goal is to provide investment programs that generate returns relative to the amount of risk that is taken. This strategy allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns. Past performance is not indicative of future returns.
Greg lives with his wife, Debbie, who is a stay-at-home mother, and two daughters in the Tigard area. Greg is an avid racquetball player and an erratic golfer.
Greg offers investment advisory services through Cascadia Advisory Services, LLC, a Registered Investment Advisor. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
Please note that All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
8050 SW Pfaffle Street
Portland, OR 97223
Having been an investment advisor since 1992, Doug’s goal is to help guide his clients to pursue their financial goals by building financial security and confidence. His steady hand of guidance has steered clients through some of the most volatile markets in history by specializing in portfolio diversification through active/tactical management and other non-correlated investments. Doug takes a personalized approach to investment advising based on a broad knowledge of investment opportunities and a passion for educating and helping clients.
He enjoys spending his time outside cycling or on the golf course and with his family. He and Julie are proud parents of three lovely ladies who are all married and made them grandparents of eight beautiful grandchildren.
Doug earned his CRPC® (Chartered Retirement Planning Counselor) designation from the College for Financial Planning. He holds securities registrations Series 6, 7, 26, 63 and 65, and Life & Health licenses. Doug offers investment advisory services through Cascadia Advisory Services, LLC, a Registered Investment Advisor. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
Doug is primarily supported by Chrissy Boell and Jeremy Beam.
A diversified portfolio does not assure a profit or protect against loss in a declining market.
Robert is passionate about the financial lives of his clients. Their hard earned money represents years of toil, so protecting and growing their wealth is a responsibility he does not take lightly. In addition to his financial advisory practice, he is one of the three owners of Cascadia Wealth Management, serves as an instructor for local retirement planning classes, sponsors educational workshops and chairs the firm’s investment committee.
Robert lives in West Linn with his wife of 29 years. They have one son and four daughters, all of which are now adults. He says “It takes a lot of love to raise a child, but it also takes a little money.” He likes to joke that after 6 sets of braces (yes, one of them did it twice – what luck), 31 cumulative years of piano lessons and 3 kids in college at once, that he has a pretty good appreciation for the value of a dollar.
Robert has achieved the industry designations of Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary (AIF®). He also holds Series, 7, 6, 63 and 65 securities registrations. Robert offers investment advisory services through Cascadia Advisory Services, LLC, a Registered Investment Advisor. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
As an art major at Western Oregon State College, Kip decided to supplement his studies with business classes that would help him run his photography business. He quickly recognized he was a square peg trying to fit into a round hole and found that he had a natural aptitude for finance and changed his major. In 1988, Kip graduated with a degree in business and a minor in economics.
He’s been in the financial industry continuously since 1989. Early in his career, he discovered that what he enjoys most about the financial industry are the long-term connection with clients and their families. In 1999, Kip co-founded Cascadia Wealth Management and then eventually sold it because as an owner/manager it was taking him further away from the client relationship he enjoyed. Since stepping down as an owner of Cascadia he has refocused his energy on assisting individuals with the planning process by developing financial plans and investment strategies that meet their needs. Specializing in retirement planning and wealth preservation strategies, Kip and his financial planning partner, Eric Adler, advocate a conservative investment approach and employ tactical investment management to pursue their clients’ goals.
Kip is to this day an avid photographer and enjoys time on his mountain bike. Kip and his wife Jody are empty nesters but still pester our kids!
Kip offers Investment Advisory Services offered through Cascadia Advisory Services, a Registered Investment Advisory Firm. Kip is not affiliated or registered with Cetera Advisors LLC. Any information provided by Kip is no way related to Cetera Advisors LLC or its registered representatives.
See more about Kip here.
207 NE 19th Street
McMinnville, OR 97128
This location is not affiliated with Cetera Advisors LLC.
Eric joined the Cascadia Wealth Management team of wealth advisors in 2003. Since joining the team, he’s been primarily focused on offering retirement planning, wealth management and wealth preservation strategies for individuals and business owners. Working with his business partner Kip Mechals, they both bring over 3 decades of experience to their practice. Together, they advocate a conservative investment approach and employ disciplined boutique investment management firms to pursue their clients’ specific goals. Driven by the unique needs of their client specific financial scenarios, Eric’s goal is to build and execute financial plans in order to preserve his client’s vison of their lives pre and post retirement.
Eric majored in Finance while earning a bachelor’s degree in business from Michigan State University and worked with investment and financial services firms before joining Cascadia Wealth Management. He is affiliated with the Registered Investment Advisory Firm, Cascadia Advisory Services, LLC, an SEC Registered Investment Advisor.
Outside of work, Eric enjoys travelling, golfing as well as cooking for his family and friends.
Eric offers Investment Advisory Services offered through Cascadia Advisory Services, a Registered Investment Advisory Firm. Eric is not affiliated or registered with Cetera Advisors LLC. Any information provided by Eric is no way related to Cetera Advisors LLC or its registered representatives.
See more about Eric here.
Paul Erenfeld started his financial consulting career in 2001 and worked for two very large, well-known firms. In 2009, Paul became a financial advisor with Cascadia Wealth Management and proudly offers the most suitable products for each client’s unique situation.
"My independence has allowed me to look at all the products and services available without any artificial restrictions!! I am able to offer my clients stocks, bonds, mutual funds, annuities, Real Estate Investment Trusts (REITs), life insurance and long term care from a very large number of providers."
Paul lives in Portland, Oregon and is married to his wife, Holly. They have two young boys (Nolan and Luke). They love to fish, hike, camp, golf, wrestle, play baseball and watch financial shows.
Paul offers investment advisory services through Cascadia Advisory Services, LLC, a Registered Investment Advisor. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
Susan is a graduate of Cornell University and has a master's degree in Industrial and Labor Relations. She has been involved with a variety of successful business ventures, including an executive coaching practice. She has worked with many small business owners and became a registered representative in 2008. Since that time, she has created financial plans that enhance and protect a client’s wealth. Susan uses a variety of products from a variety of providers in order to craft an appropriate financial plan. Susan enjoys being a part of her client’s financial decision-making process. As a member of Ed Slott's Elite Advisor Group, she strives to stay current with the ever-changing financial world.
After moving from the east coast in August 2001, Susan and her husband, Paul, made their home in Portland. They have two children, including a daughter who recently graduated from the University of Hawaii with a master's degree in speech and language pathology and a son, who graduated from the University of Michigan and works in San Francisco. Susan and her family love to cook, garden, spend time outside, travel and visit family who live in all four time zones.
Susan offers investment advisory services through Cascadia Advisory Services, LLC, a Registered Investment Advisor. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
Ed Slott’s Elite IRA Advisor Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations, or advice. Ed Slott and Ed Slott’s Master Elite IRA Advisory Group are not affiliated with Cetera Advisors LLC.
Bill is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has been helping people of all walks of life with their investments and financial plans for over 20 years. While this is a field that involves finance, charts and graphs, it’s the relationships built with his clients that he enjoys the most. The impact of good financial decisions can affect generations to come. Bill says that our financial behavior is just as important as the charts, graphs and numbers that make up a successful financial plan.
Bill is a long-time member of the Financial Planning Association, a professional organization of some of the best and brightest in the financial planning profession. He graduated from Oregon State University with a degree in finance and speech communication and as a faithful Beaver alumni, Bill loves seeing them succeed.
He spent six years as an OSAA High School wrestling referee where he learned to remain calm and steady while taking abuse from excited fans. He and his wife, Dori, have been married for 26 years and they are amazed at how quickly time seems to fly by! They have six fun children, ranging in ages from 6 to 24 years old.
Bill offers Investment Advisory Services offered through Cascadia Advisory Services, a Registered Investment Advisory Firm. Bill Leder is not affiliated or registered with Cetera Advisors LLC. Any information provided by Bill is no way related to Cetera Advisors LLC or its registered representatives.
John began his financial consulting career in 1991 with a large, well-known, full-service firm and joined Cascadia Wealth Management as an independent financial professional to better serve his clients. He strives to thoroughly understand the concerns and the specific investment goals of each individual. John helps his clients plan for their financial future with strategies to accumulate wealth, decrease portfolio risk and reduce or defer taxes.
As an investment advisor representative and registered representative with Cetera Advisors LLC, Member FINRA/SIPC, John is free to recommend the most suitable products and services for each client’s unique situation. He has access to a broad array of company resources which help him make informed investment decisions based on client needs. John’s primary goal as your financial advisor is to understand, educate and service client needs.
John offers securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Why do I help people with personal finance? The recession of 2008 was a major setback for hundreds of millions of people, including my family. Seeing this first hand opened my eyes to how interconnected every financial decision is. Unfortunately, with how complex the financial world is, knowing what is best for your overall financial plan is highly challenging.
My mission is to help clients, students, and the people of the community weed through these complexities and make sound, educated financial decisions that lead them to financial independence.
How do I educate people to make sound financial decisions? A massive misunderstanding is that financial planning is built purely off numbers, and equations. The tendency for advisors and clients is to focus on products, fees, and rates of return, which leads to decisions made in isolated silos. I believe this is not the way one should approach planning.
First, we strive to understand what’s most important to our client, and what they want to accomplish in life; we must define their definition of “wealth”. Once this is understood, my purpose is to guide the client through the planning process and help them navigate the financial world to reach their definition of wealth. This includes full transparency and education on the fees, products, and tools available for the plan.
What is wealth to me?
Educating the world on how to make sound financial decisions. I also enjoy spending time with my family and friends either by being outside, or playing sports.
Michael offers Investment Advisory Services offered through Cascadia Advisory Services, a Registered Investment Advisory Firm. Michael MacKelvie is not affiliated or registered with Cetera Advisors LLC. Any information provided by Michael is no way related to Cetera Advisors LLC or its registered representatives.
Jeremiah joined Cascadia Wealth Management in January 2018 to allow for greater focus on clients, their needs, and building relationships – primarily through in-depth financial planning and investment management.
Jeremiah joined the Financial Services industry in 2014, with Bank of America/Merrill Lynch in Retail Operations.
Jeremiah holds Series 7 & 66 securities registrations, along with Life & Health Insurance licenses in multiple states.
Personally, Jeremiah lives in Oregon City with his wife, Courtney, and their three children. When Jeremiah is not serving clients, he enjoys the outdoors, playing golf, and is an aspiring photographer, artist, and woodworker. Jeremiah is a firm believer in teaching financial health and financial literacy.
Jeremiah offers investment advisory services through Cascadia Advisory Services, LLC, a Registered Investment Advisor. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
I serve my clients as a trusted partner adding discipline and objectivity to their financial decision making. Utilizing advanced techniques in financial planning and portfolio construction, I help my clients discover a clear path to pursuing their goals. I have extensive experience helping people through major life transitions, especially job changes and divorce.
My practice is built on 5 fundamentals:
Goal-based financial planning. The plan we develop together serves as the basis for designing your cash flow and investment strategies. The plan is unique to you and is a living document, updated at least annually to reflect changes in your situation and priorities.
Wealth preservation strategies. My investment approach is designed to weather volatile markets with the potential to participate in upward trends. The last few years have told us that traditional diversification of asset classes alone is an inadequate strategy (Investing involves risk including the potential loss of principal. No strategy can assure success or protect against loss).
Independence. Since I represent no proprietary products, I can make recommendations to you without artificial restrictions. My only constraints are that the investments are appropriate for you and consistent with your goals.
Team approach. In addition to my colleagues at Cascadia Wealth Management, my strategic partners consist of Cetera Advisors LLC, Member FINRA/SIPC (a leading independent broker-dealer), a national insurance broker and a broad network of exceptional attorneys, CPAs and other professionals.
Service. I believe in the principle of "Kaizen", that is, continuous improvement, and never being satisfied with the status quo. To that end, I will always look for ways to improve my communication with you, the quality of investments that I recommend, and to continuously upgrade my knowledge.
I will utilize all my resources to help you make smart choices about your money. I only make recommendations that are in the best interest of my clients, without regard to my benefit. I will not provide advice in areas that I am not qualified to do so.
I currently hold the Series 7, 63 and 65 securities registrations and the CDFA professional designation. I am also licensed for life and health insurance in California (license #0G56932) and the state of Washington.
As a Certified Divorce Financial Analyst, I help clients, mediators and attorneys understand the potential long-term impacts of various asset division scenarios. This valuable analysis can be used to protect those with large asset bases or who may not be sophisticated in financial matters and want to create the best possible outcome of the divorce. My practice area of divorce focuses on the Tri-Valley area of the East Bay: Danville, Alamo, Walnut Creek, San Ramon, and Lafayette, Moraga and Orinda.
Prior to serving as a wealth manager, I was a senior executive in global consulting firms Ernst & Young and Capgemini. Serving demanding clients with tight schedules while providing the highest level of service are hallmarks of my tenure there.
My background in management consulting and changing careers has helped me understand the concerns of people changing jobs. What do they do with their 401(k) and 403(b) plans? How should they invest going forward?
Personally, I am a life-long outdoor enthusiast, and typically spend my weekends working in the yard, cycling or hiking. I have been married since 1986 and a Danville resident since 1987, have two amazing daughters, and a rambunctious Vizsla. Other activities include Past President, Rotary Club of Danville, Leadership San Ramon Valley and 15 years coaching competitive youth soccer. I enjoy reading just about anything, cooking, good wine and spending time with friends and family.
380 Diablo Rd
Danville, CA 94526
Sandra Hay Magdaleno, a CERTIFIED FINANCIAL PLANNER™ (CFP®), has been assisting investors since 1987. Sandra offers investment advisory services through Cascadia Advisory Services, LLC, a Registered Investment Advisor. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC., a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC. She is registered in the states of Oregon, Alaska, Washington, California, Iowa and Minnesota. Her practice also includes licensing in the areas of Life and Health Insurance.
Sandra’s desire is to help businesses and individuals, both working and retired, build legacies of prosperity by creating multiple streams of income utilizing sound investment strategies and efficient tax and estate planning techniques. She does this by building strong relationships of trust and respect for her clients, empowering them to make wise financial decisions through education and a thorough knowledge of their strengths and desires.
Her financial advisory practice focuses on assisting individuals, families and businesses build, preserve and pass on their wealth. She utilizes an investment policy offering a broad range of income and tax saving strategies creating multiple streams of income seeking to help clients accumulate and preserve their assets.
Sandra and her husband, Johnny, and their son live in Portland, Oregon and often summer in Port Lions, Alaska. They are avid fishermen and outdoorsmen with a strong sense of faith. After hours Sandra is often found volunteering for school related projects, soccer and basketball team sports, and most importantly her church. Her two daughters are grown with families of their own, which include 3 grandchildren. They enjoy spending time with family from Iowa to Delaware to California and beyond. Sandra looks forward to helping you pursue your financial goals.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
5110 SE Powell Boulevard
Portland, OR 97206
Steve Dutton began his career as an educator, teaching English and public speaking to high school students from 1999 through 2002. Before he became a teacher, Steve was interested in the financial world and in 2003 made a career change to financial services. Now, Steve helps navigate the intricacies of investing, estate planning and wealth management. Steve joined Hudson Insurance and Investment Services in 2006 and shortly after became a part of Cascadia Wealth Management. He continues to teach public speaking at the community college level.
Hudson Insurance and Investment Services partners with Cascadia Wealth Management to offer a full range of insurance and investment services. Hudson primarily focuses on insurance services including property and casualty, life and health. Cascadia offers financial planning, estate planning and wealth management services.
Investment advisory services offered through Cascadia Advisory Services, LLC an SEC Registered Investment Advisor. Securities offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a Broker-Dealer. Steve partners with Hudson Insurance and Investment Services to offer insurance products. Cetera is under separate ownership from any other named entity.
612 Pacific Avenue
Tillamook, OR 97141
Eric has been securities registered to help small businesses and individuals with their financial needs since 2006. His practice is geared towards accumulating wealth for long-term investors, creating income for retirees and passing on wealth tax efficiently to future generations.
Eric believes that using a mix of passive and active money management strategies relative to the risk tolerance of each individual will generate returns relative to the amount of risk taken (i.e. past performance is not indicative of future returns). In addition to using stock and bond investments, Eric’s practice implements additional strategies including Real Estate Investment Trusts, Oil & Gas investments, Equipment leasing and IRA strategies for investors who qualify.
Eric has a Juris Doctorate degree from Lewis and Clark Law School and a bachelor’s degree in Finance from the University of Utah. His family consists of his lovely wife, Marnie, two boys and two girls.
16135 SW Railroad Street
Sherwood, OR 97140
Brian has been serving family and small business clients by helping them with financial services needs since 1997 and is currently a Financial Consultant for Cascadia Wealth Management.
Brian most often helps clients in the areas of investment management, business advising, financial analysis, and making financial decisions with a Biblical perspective. Brian’s methodology is designed to help his clients pursue their desired outcomes while reducing risk, improving protection of assets and being tax efficient.
Brian received a Bachelor of Science degree in finance and law from Portland State University and a graduate degree from the ABA Stonier Graduate School of Banking at the Wharton Business School. Brian is an Accredited Investment Fiduciary (AIF®). Brian is a Veteran, having served in the U.S. Marine Corps and U.S. Air Force Reserve, including multiple tours to Iraq and Afghanistan.
Brian offers securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
375 N Dewey Street
Union, OR 97883
Michael combines his years of working with clients and his broad experience in the financial services industry to help guide Cascadia Wealth Management to be one of the premier wealth management firms in the Northwest. His career began as a part-time technical consultant to one of Oregon’s first CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, his father Al Jeanfreau. Since that time, Michael has gained significant experience in sales management, marketing, account management, product development, strategic planning, project management, operations, and client relations.
Among the positions he has held are Vice President of Product Development at Marketing One, Director of Sales Support at Transamerica Life Insurance and Annuity Company, Vice President of Product Development for Lincoln Financial Institutions Group, and as a Financial Advisor in the investment divisions of Bank of the West and Wells Fargo Bank. Most recently, Michael has served as the Compliance Officer and Business Development Manager for Cascadia Wealth Management and has helped launch Cascadia Advisory Services, LLC, an SEC registered investment advisor, where he also serves as Managing Director. In these and other roles, Michael has demonstrated success in initiating and implementing major strategic initiatives and is known for creative and profitable approaches to problem solving, conducting skillful negotiations, developing strong teams, and establishing outstanding relationships with employees, vendors and clients.
Michael is a graduate of Brigham Young University with a Bachelor of Science degree in Finance. Michael also earned a Master of Business Administration from Northwestern University with an emphasis in Finance. He was an adjunct faculty member at the University of Phoenix and Marylhurst University where he taught undergraduate and graduate Finance courses.
Michael’s passions away from work include his growing family (now including six grandchildren), flying, scuba diving, camping, hiking, dancing, and college football.
Michael holds Securities Registrations Series 7, 24, 63 and 65 and Oregon Life and Health licenses. He is a Registered Principal and an Investment Advisor Representative through Cetera Advisors LLC, Member FINRA/SIPC a broker/dealer and a Registered Investment Adviser. Michael is also the Chief Compliance Officer for Cascadia Advisory Services, LLC. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
Janice has worked in office administration and client services since 1988. She enjoys creating a positive work environment that thrives with strong teamwork. She looks forward to greeting you at Cascadia Wealth Management and supporting the team in pursuing your financial goals
Janice enjoys skiing and other great outdoor activities with her family and exercising their yellow lab.
Janice primarily supports Greg Bowen, CFP®, ChFC® and Susan Schwarz.
Chrissy has been with Cascadia Wealth Management since 2013 and brings 20+ years of customer service and administrative experience to the team. She believes in providing quality customer service and enjoys getting to know the clients. She believes that teamwork and communication are essential to achieving a great work environment.
Chrissy enjoys watching football, basketball, going to concerts and spending time with her family.
Chrissy primarily supports Doug Perry, CRPC®.
Matt is passionate about making sure the client is being taken care of. When it comes to their financial future, they want to know that they can trust where they put their future. He has been in financial services for over a decade. He has been teaching and assisting in retirement planning classes and educational workshops for most of the last 10 years.
He is a Registered Representative with Cetera Advisors LLC, member of FINRA, SIPC and holds a Series 7, 6 and 63 securities registrations.
Matt lives in Milwaukie with his wife and two boys. He is a Navy Veteran of the Persian Gulf War and former private pilot. His wife, Tami, has been a local teacher for the past two decades. His boys are 11 and 8. His oldest will be starting middle school in the fall. He and the family all enjoy doing things outdoors. All three boys are avid Spartan Obstacle Race (OCR) enthusiasts and like to compete regularly throughout the year. They all love to camp, hike, kayak, swim, ride bikes or just play at the beach.
Matt is a Registered Representative with Cetera Advisors LLC, a broker/dealer (member of FINRA, SIPC) and holds Series 7, 6 and 63 securities registrations.
Matt primarily supports Robert Biancardi, CWS®, AIF®.
Natalie Smith brings over 15 years of client service and administrative experience to the Cascadia Wealth Management team. With expertise ranging from customer service to data management systems and computer software, she is easily able to assist in all aspects of CWM office functions. Natalie has a genuine interest in serving and meeting the needs of clients and has a true love for helping others.
Outside of the office you will find Natalie enjoying time with her two children, Jacob and Alana. Together, they like to go to the beach, watch movies and take scenic trips. Her favorite thing is to spend time with her family.
Karen joined the CWM Portland team in 2019. She is excited about her role at CWM and looks forward to growing and challenging herself professionally. She brings a background of customer service and firmly believes that developing strong working relationships with those around her is the best foundation for mutual success.
Karen graduated from the University of Montana with a degree in economics and recently moved back to the Portland area. In her spare time, she enjoys exploring the Pacific Northwest and spending time with her family.
Karen primarily supports Robert Biancardi, CWS®, AIF®.
Courtney Santoro brings experience in education and administrative support to the Cascadia Wealth Management team. She has a varied background in data management, customer service and teaching. Motivated to problem-solve and meet the needs of clients, she really enjoys her role at CWM.
Courtney holds a bachelor’s degree from the University of Oregon and earned her master’s degree at Lewis and Clark College. Her passion for building long-term relationships and continued learning within the office are attributes her teammates admire about her.
Outside of the office, Courtney enjoys spending time with her friends and family, traveling and going on walks with her beagle, Gary, who she lets smell almost every tree in sight. You may also find her practicing yoga or reading her latest favorite book.
With over 30 years of experience in financial services, Kyong joined Cascadia Wealth Management in June 2014. As the Director of Client Relations & Marketing, Kyong’s primary responsibility is to focus on client relations, develop marketing initiatives and oversees compliance. Her goal is to ensure that clients have the best experience throughout the new client onboarding process, and she loves collaborating with her team in order to provide the unmatched customer service that Cascadia Wealth Management is known for.
Prior to joining Cascadia Wealth Management, Kyong worked in the banking and financial services industry with experience in sales, managing a branch, client relationship management in Private Banking & Wealth Management Group, Business Banking, Treasury Management, Corporate Credit Services and sales & service in Retail Banking.
Kyong is a graduate of the University of Phoenix with a bachelor’s degree in business management. She is a past President of the Institute of Management Accountants (IMA), a past Board Member of the Community Music Center and a past member of Women in Insurance & Financial Services (WIFS).
Outside of the office, Kyong enjoys spending time with her husband of 29 years. Together, they watch movies, experience nature through hikes and make lasting memories with their son and family.
Shelly has worked in office administration and event coordination since 2004. She joined the McMinnville branch operations team in 2016. She enjoys contributing her skills to a cohesive team and providing quality customer service.
Shelly has volunteered with many organizations in the McMinnville community, including the McMinnville Fire Department Volunteer Association, where she is an EMT/Firefighter. She enjoys spending time with her family and attending many sporting events for her two daughters and son.
Nadia has 24 years of experience in domestic and international sales, manufacturing overseas, purchasing and logistics. With a vast knowledge of import and export regulations, she’s always ready to learn more about the industry in which she’s working. No matter what her role is, she enjoys being part of a team where she can continue to grow and utilize her organization and customer service skills. As a member of the Cascadia Wealth Management team, she focuses her time on scheduling meetings for advisors, processing client service requests and preparing reviews in order to help meet our goals and vision.
Nadia obtained a B.S. in marketing and international business management from Linfield College. In her free time, she enjoys spending time with her husband and daughter, volunteering with Providence Swindell’s Resources Center and St. James education, cooking, scrapbooking and reading. You may also find her gardening or planning her next trip to experience something, or somewhere, new.
Lauren comes from a background in banking and many years in customer service. She joined the McMinnville branch team in 2018 and enjoys closely interacting with clients, as well as her close-knit team. Her passion for connecting with individuals and helping them accomplish their goals is appreciated throughout the office.
Lauren graduated with a bachelor’s degree in psychology with a minor in English. Dedicated to continued learning, she is currently pursuing her master’s degree in psychology and counseling. She truly loves working and helping others. In her free time, she enjoys spending time with her family, going to the movies and participating in game nights with her close friends.