Broker Check

Our Team


Travis Gray

C. Travis Gray

CERTIFIED FINANCIAL PLANNERĀ®, Co-Founder and Managing Partner

541-757-7701

541-752-5133

Kerry Dyer

Kerry L. Dyer

Co-Founder and Managing Partner

541-757-7701

541-752-5133

Jay Schaake

Jay E. Schaake

LPL Financial Consultant

541-757-7701

541-752-5133

Michael Gray

Michael W. Gray

Co-Founder and Managing Partner

541-757-7701

541-752-5133

Katy McLeod

Katy McLeod

Financial Consultant

541-757-7701

541-752-5133

Ron Cornelison

Ron Cornelison

Financial Consultant

541-757-7701

541-752-5133


Robyn Weber

Robyn Weber

Operations Manager

541-757-7701

541-752-5133

Sarah Foster

Sarah Foster

Administrative Coordinator

541-757-7701

541-752-5133


Donna Green

Donna Green

Health, Life & Medicare Agent

541-286-6443

541-752-5133

Bethany Morris

Bethany Morris

Health and Medicare Agent

541-286-6443

541-752-5133