Lake Oswego Office

Find a financial professional in the Lake Oswego Office who can assist with your financial goals. Our experienced advisors and teams pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

Our Team

Dan Deymonaz
Vice President, Investments
Grant Galligan
Vice President, Investments
Jeff Hegstrom
Financial Advisor
Joanne Welch Galligan
Managing Director, Investments
Kevin Jordan
Financial Advisor
Sam Garlock
Senior Vice President, Investments