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Meet Our Advisors

Let's plan your financial journey.

An experienced investment advisor can help you identify your goals and craft a plan to help you reach them.

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Cyndie Adams

Associate Financial Advisor | Raymond James Financial Services, Inc.

I specialize in helping those who are at the beginning of their financial planning journey. I’ll ask the clarifying questions that allow us to create a plan that fits your vision for the future.

About me

I enjoy helping families navigate the complex financial issues in their lives. Whether that means designing a college savings plan, providing for a family member, preserving assets for the future, or investing for retirement, I think it’s important for you to be able to make informed financial decisions. Focusing on your goals, I’ll create a customized plan that helps you achieve a well-rounded financial future.

I currently hold Series 7 and 66 licenses. My family and I live in East Clark County where we enjoy volunteering with local charities, visiting art galleries, and keeping busy with outdoor activities like hiking, fishing, and biking.

Cyndie Adams portrait

Branch: Lloyd Center, 160th & Mill Plain, Andresen, Burton, Salmon Creek
Phone: 503.525.8728
Toll-Free: 1.800.527.3932, ext. 5305
Fax: 503.273.1702
Email: [email protected]
Social: LinkedIn

 

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Daniel Bartosz

Financial Advisor | Raymond James Financial Services, Inc.

There are three elements you should look for in a financial relationship: clear communication, constant contact, and accurate service delivered promptly.

About me

Delivering the highest standard of service is important to me—so is earning and keeping your confidence. I’ll take the time to understand your financial universe and how your lifestyle affects it. From there, we’ll use a goals-based approach to develop your plan. Every decision we make will be based on your personal objectives. Building wealth starts with understanding your budget and finding ways to save—I can help you reach those goals.

I have served individuals and households in the Financial Services sector since the fall of 2001. My licenses include Series 7, Series 66 and insurance. I’m a graduate of the University of Idaho and an Oregon native. In my free time, I enjoy running and have competed in road races ranging from one mile to a marathon.

 

Daniel Bartosz portrait

Branch: Clackamas Corner, Gresham
Phone: 503.525.8725
Toll-Free: 1.800.527.3932 ext. 5304
Fax: 503.513.7759
Email: [email protected]
Social: Linkedin

 

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Natalie Berning, CFP®

Financial Advisor | Raymond James Financial Services, Inc.

Listening to you is one of the most important parts of my job. You’re trusting me with a critical part of your life and future—that’s not something I take lightly.

About me

Money is a very personal topic and it can be uncomfortable to talk about, so I want you to know that you are in a safe space. I work hard to make what I do understandable because I realize that financial concepts can be foreign, boring or anxiety-inducing for many people. I’m here to help you make sense of financial planning and develop a roadmap that will work for you.

I am a Certified Financial Planner with licenses Series 7 and 66 as well as an Oregon residential Life and Health Insurance license. I graduated from Portland State University with Master’s degrees in Business Administration and Philosophy. In my free time, I enjoy trying new restaurants, staying active and spending time with family in the Willamette Valley.

A Certified Financial Planner (CFP) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP designation is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Natalie Berning portrait

Branch: Kruse Meadows, Hillsdale
Phone: 503.221.3879
Toll-Free: 1.800.527.3932, ext. 5865
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Leonard Hake

Financial Advisor | Raymond James Financial Services, Inc.

I look at the big picture and work with you to design a plan that is an appropriate fit.

About me

As a goal-oriented planner, it’s important to me to have a good understanding of my clients’ goals and future needs. I can be a resource for individuals and families dealing with major life decisions by providing customized solutions for estate planning, retirement planning, wealth, and legacy planning. One of the things I enjoy most about OnPoint is that we are a not-for-profit organization. That means we’re able to truly focus on what’s best for people.

I have worked in the Investment Services industry for more than two decades. My licenses include securities Series 7, 63, 65 & 66 as well as an Oregon residential Life and Health Insurance License. I live in Portland and enjoy spending time with my wife and young son.

Leonard Hake portrait

Branch: Oak Grove, Sellwood, Oregon City
Phone: 503.778.2870
Toll-Free: 1.800.527.3932, ext. 5597
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Donald (DJ) Kerr III, CFP®

Financial Advisor | Raymond James Financial Services, Inc.

Helping people align their finances with their story is my passion. Think of me as a guide who will help you make wise financial decisions based on your vision and values.

About me

Working with a team of experts means you can think about “return on life” instead of worrying about return on investment. If you are concerned about long-term financial sustainability, I can help you craft a roadmap to weather financial storms, determine how much is enough and ensure your legacy includes both wealth and wisdom. I believe in providing education to minimize the mystery of financial services and investments.

My licenses include Series 7, Series 66 and insurance. When I’m not at the office, I enjoy spending time in the great outdoors with my wife and our four children.

A Certified Financial Planner (CFP) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP designation is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

DJ Kerr portrait

Branch: Bend Downtown, Bend South, Redmond South
Phone: 541.749.2248
Toll-Free: 1.800.527.3932, ext. 5448
Fax: 541.749.1792
Email: [email protected]
Social: LinkedIn

 

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Ron Litteral Jr., WMS

Financial Advisor | Raymond James Financial Services, Inc.

I believe in building lasting relationships. My goal is to be your financial partner throughout life’s journey.

About me

My approach is simple: take what you tell me to heart and translate it into a meaningful plan that reflects your life objectives. Often, that means bringing together a complex financial picture by learning your history and understanding your priorities, timeframe and risk tolerance. Good communication is the cornerstone of an effective long-term strategy. I want to help you protect the financial world you’ve worked so hard to create—and craft a plan that works for you.

I currently hold securities licenses Series 7, 63 and 66 as well as an Oregon residential Life and Health Insurance license. My wife and I live in Banks, OR where we enjoy the quiet life outdoors. Some of our favorite activities are camping, gardening, and horseback riding.

Ron Litteral portrait

Branch: McMinnville, Coburg Rd. (Eugene), Wilsonville
Phone: 503.944.6435
Toll-Free: 1.800.527.3932, ext. 5804
Fax: 503.640.1180
Email: [email protected]
Social: LinkedIn

 

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John Passaglia, CFP®; CLU®; ChFC®

Financial Advisor | Raymond James Financial Services, Inc.

I believe a successful relationship starts with truly listening and caring about what is important to you.

About me

Most high net worth individuals got where they are by doing ordinary things extraordinarily well. It’s all about saving more than you spend and taking some calculated risks with your investments. Let’s have an honest conversation about where you are today and where you hope to be in the future. Once I understand what’s going on in your life, I can make recommendations to help you reach your goals.

I hold Series 7, Series 65, securities and insurance licenses for both Oregon and Washington. I live in Portland with my wife and two children. In my free time, I enjoy swimming, art, golf and coaching youth sports.

A Certified Financial Planner (CFP) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP designation is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chartered Financial Consultant (ChFC) is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience.

Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

A Chartered Life Underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the designation.

John Passaglia portrait

Branch: Beaverton, Murrayhill
Phone: 503.525.8705
Toll-Free: 1.800.527.3932, ext. 5355
Fax: 503.641.8114
Email: [email protected]
Social: LinkedIn

 

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Nik Powell, RICP®; IIMC®

Financial Advisor | Raymond James Financial Services, Inc.

You deserve to know—with confidence—where you stand in relation to your financial and life goals. I’m here to help you plan for both the good times and the difficult ones.

About me

I’m dedicated to preparing you for the certainty of uncertainty. I’ll help you reflect on your values and your financial decision-making so that we can ensure you’re living in alignment with your investments during the most crucial stages of your life. Oregon Public Employees Retirement (PERS) preparation, retirement income planning and charitable giving strategies are my specialties. I also have an extensive background in fixed income, insurance and outside wholesaling.

I currently hold securities licenses Series 7, 6, 63, and 66 as well as an Oregon residential Life and Health Insurance license. I love the endless outdoor activities that Oregon offers such as mountain biking, camping, fishing, golf, and sporting clays.

A Level l Investment Management Consultant (IIMC) certification provides an in-depth introduction to the consulting process, in which the advisor identifies the investment objectives of the client, develops an appropriate portfolio to meet these objectives, and maintains the quality of that portfolio over time. The certification is issued by the RJ Institute of Investment Management Consulting.

A RICP is a Retirement Income Certified Professional. The RICP goes deeper into specifics of retirement income planning. The American College created the RICP designation.

The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

Nik Powell portrait

Branch: Lloyd Center
Phone: 503.525.8761
Toll-Free: 1.800.527.3932, ext. 5435
Fax: 503.273.1702
Email: [email protected]
Social: LinkedIn

 

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Sergei Vassilenko, ChFC®; RICP®

Financial Advisor | Raymond James Financial Services, Inc.

I believe that everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice.

About me

Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. Understanding your unique situation will enable me to match you with the right financial products and services. I have been helping clients achieve their goals for the past 18 years.

My current licenses for Oregon and Washington include securities Series 7 and 66 as well as life insurance. I live in Beaverton and have three children. In my free time, I like to play hockey and volleyball, run, and watch good movies. I’m also fluent in Russian.

A RICP is a Retirement Income Certified Professional. The RICP goes deeper into specifics of retirement income planning. The American College created the RICP designation.

Chartered Financial Consultant (ChFC) is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience.

ChFC® and RICP® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

Sergei Vassilenko portrait

Branch: 205 Place, Happy Valley
Phone: 503.273.1742
Toll-Free: 1.800.527.3932, ext. 5742
Fax: 503.273.1712
Email: [email protected]

 

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Leslie Warren, AIF®

Financial Advisor | Raymond James Financial Services, Inc.

My personal experience navigating the challenges of eldercare gives me a valuable perspective when guiding clients through planning for their own futures.

About me

To me, investing is like building a house: you need to start with a blueprint and a solid foundation. Taking a step-by-step approach will help you ensure your immediate needs are met, then allow you to add extra features as your finances permit. I enjoy working with families and individuals who are looking for financial guidance and advice on how to plan for their best financial future.

My licenses include Series 7, Series 66 and insurance. I’m a native Oregonian and a graduate of the University of Oregon. When I’m not at work, I’m busy training for my next triathlon, hiking, scuba diving, trying new restaurants or traveling with my husband to his home country of Wales.

An Accredited Investment Fiduciary (AIF) allows a Financial Advisor to work with 401k plans.

Leslie Warren portrait

Branch: Fremont & Williams, Hawthorne, Rose City, Stadium, SW 5th & Harvey Milk, Woodstock
Phone: 503.944.6492
Toll-Free: 1.800.527.3932, ext. 5942
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Coleman Webb, CFP®

Associate Financial Advisor | Raymond James Financial Services, Inc.

No one knows what will happen in the future. You have to take a deep breath, embrace the unknown and stay focused on what’s important in life. Relax—I’ll help you manage the risk.

About me

Honesty and communication are the keys to building strong relationships and strong futures. I want to understand what’s truly important to you so we can frame every decision through that lens. We’ll use a goals-based approach to develop a financial plan that helps you stay focused on what matters most to you. There’s no “one-size-fits-all” approach to financial planning; I will always give you the best advice for your unique situation so that you may reach the life and retirement you want.

I have helped families plan, execute and achieve their retirement vision since 2010. I hold a Bachelor of Science degree in Economics from Western Oregon University. In my free time, I enjoy hiking in the Pacific Northwest with my wife and two dogs.

A Certified Financial Planner (CFP) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP designation is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Coleman Webb portrait

Branch: Gresham, Cherry Park
Phone: 503.226.3585
Toll-Free: 1.800.527.3932 ext. 6858
Fax: 503.273.1712
Email: [email protected]
Social: LinkedIn

 

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Melisa Lindsay-Lipkins, CRPC®

Vice President | OnPoint Wealth Management & Investment Services Registered Principal | Raymond James Financial Services, Inc.

We want to be the singular call you make when you have a financial question or concern of any kind. We are here to help and provide financial guidance across the board.

About me

My job is to oversee the operations, strategic growth, and direction of OnPoint’s investment team. That means I wear many hats: advisor, sales coach, trainer, auditor, and compliance supervisor. I’m proud of how hard our team of high caliber financial professionals works to give each client personalized attention and advice.

I currently hold securities licenses 7, 66, 24, 53 as well as Oregon residential Life and Health Insurance License. In 2008, I earned the CHARTERED RETIREMENT PLANNING COUNSELOR designation from the College for Financial Planning®. I’m originally from Eugene and currently reside in NW Portland with my family. In my free time, I enjoy participating in local running events, traveling and indulging in the phenomenal Portland food scene.

Chartered Retirement Planning Counselor (CRPC) is a professional designation awarded by the College for Financial Planning to individuals who complete a study program and pass a final multiple-choice examination.

CHARTERED RETIREMENT PLANNING COUNSELOR and CRPC® are registered service marks of the College for Financial Planning®.

Melisa Lindsay portrait

Location: Montgomery Park Headquarters
Phone: 503.273.1794
Toll-Free: 1.800.527.3932, ext. 5794
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Disclosures

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

ChFC® and RICP® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

CHARTERED RETIREMENT PLANNING COUNSELOR and CRPC® are registered service marks of the College for Financial Planning®.

* Banking/Lending services not provided through Raymond James.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

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