Meet our team

Our team of experienced financial professionals is available to assist you with a variety of services to help you plan for your retirement and future financial needs.

Melinda Lewis, CFS
  • City of Portland
  • Cowlitz County
  • Multnomah County
  • City of Camas
  • Tualatin Hills Park and Recreation District
Wendy Stefani, CFS
  • Clackamas County
  • City of Portland
  • Marion County
  • City of Forest Grove
  • City of Mollala
  • City of Newberg
  • City of Oregon City
  • City of Tigard
  • City of Troutdale
  • City of Tualatin
  • City of Vancouver
 
Amanda Devilbiss Fuller, CRPC
  • City of Portland
  • Multnomah County
  • Tualatin Hills Park and Recreation District
  • PCC
  • Sherwood School District Employees
Kristin Walter
  • City of Portland
  • Multnomah County
  • Cowlitz County