Our Team

Joel’s loyal client base is built mainly on referrals and word of mouth, a true testament to his sincerity, integrity, ability, and excellent customer service. Joel manages a client-focused practice and specializes in developing customized plans for each client. He also enjoys helping clients pursue their monthly and annual income needs. Joel offers research and analytical skills, effectively identifying products that match his clients’ unique needs.

As an LPL Financial Advisor, Joel holds the series 7, 63, 66 registrations with LPL Financial, and life/health insurance licenses Through LPL Fianncial he is fully registered as a General Securities Representative, an Investment Advisor Representative (IAR), and as an Office of Supervisory Jurisdiction (OSJ). Joel earned his Bachelor’s degree in Business from Oregon State University.

Joel has been a financial advisor for over 20 years and feels it is a privilege to be able to work with and to advise his clients. He welcomes investment-oriented questions at any time. He is also more than happy to offer a second opinion on anyone’s existing portfolio.

Joel is currently registered all along the West Coast and has relationships with members of four different credit unions in his local area.

Joel resides in Eugene, Oregon with his wife Caren and blended family of five children. In his free time he enjoys running, sports with his kids, keeping fit with his wife and traveling with his family.

With over 20 years of investment and research experience, Zack focuses on risk-appropriate money management. Zack is not bound to any investment product, platform, or approach, and works to tailor each strategy to his clients’ unique situation and style. “With over 20 years of investment and research experience, Zack focuses on risk-appropriate money management. Zack is not bound to any investment product, platform, or approach, and works to tailor each strategy to his clients’ unique situation and style.

Zack spent the first seven years of his career working and living in Asia where he covered the financial, political, and economic developments of 42 emerging market countries. Zack has been providing financial advice to clients throughout the US since 2004, and has an MBA from the University of Oregon.

Zack lives in Eugene, Oregon with his wife and youngest son. He is proud to say his oldest son is following in his footsteps and currently living abroad. Zack is an avid traveler and in his free time can be found roaming the coast, kayaking the lakes, or wandering any available Japanese garden.