Meet our financial advisors
Financial advisors
Daniel Bartosz, CRPC®
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 care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor I take the time to understand your personal financial situation and how your goals and lifestyle may affect your long-term financial success. I utilize an enhanced goals-based approach to develop a financial plan designed to meet your individual needs. Together, we’ll use that plan to guide investment and financial decisions that impact you and your family.
My job is to help you build and keep wealth and it starts with understanding your budget and establishing keen savings strategies. It’s never too late to get started on the right path to financial success.
I have served individuals and households in the Financial Services industry since 2001. My industry licenses include the Series 7, Series 66 and Oregon Resident State Life and Health Insurance.
I am an Oregon native and a graduate of the University of Idaho. When I’m not in the office, my wife and I are busy volunteering in our kids’ schools and training for our next running race. We are avid runners and compete both locally and across the country.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning in the United States and/or other countries.
Branch: Clackamas Promenade, Gresham
Phone: 503.525.8725
Toll-Free: 1.800.527.3932 ext. 5304
Fax: 503.273.1796
Email: [email protected]
Social: Linkedin
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Natalie Berning, MBA, CFP®, CDFA®
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
My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will serve as your financial roadmap. Then I will evaluate and recommend investment strategies that are appropriate within the framework of your individualized plan. My ultimate aim is to give my clients confidence knowing that they are on the path to achieving their short and long term goals.
Many of my clients ask how they can invest leading with their values and ideals. For those who are interested, I have access to a wide variety of sustainable investing options and have the honor of serving on the Raymond James Sustainable Investing Advisory Council.
My background includes a Bachelor’s degree and Master’s degree in Philosophy as well as a second Master’s in Business Administration (MBA) with a finance concentration from Portland State University. I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I also hold securities licenses Series 7 and 66 as well as Oregon Resident Life and Health Insurance License.
I am a native Oregonian, currently living in SW Portland with my family. In my free time, I enjoy trying new restaurants around Portland, staying active in the beautiful Pacific Northwest and spending time with extended family in the Willamette Valley.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Branch: Burlingame, Kruse Meadows
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, ChFC®
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 financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the complexities of financial and investment planning. My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child’s education to when and how to retire.
OnPoint’s not-for-profit status allows us to truly put the client first in all we do. Through Raymond James Investment Services, Inc., I am able to to leverage quality investment strategy, research and technology.
I currently hold the Investment Management Consultant designation through Raymond James Institute of Investment Management Consulting and hold securities licenses Series 7, 63, 65 and 66 as well as an Oregon Resident Life and Health Insurance License.
I live in Portland and spend my free time enjoying the Pacific Northwest with my wife and young son.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Branch: Oak Grove, Oregon City, Sherwood, McMinnville, Wilsonville
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®
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
As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team accomplishes this task by understanding your personal story, providing investment education, and creating a commonsense investment plan by investing in sustainable companies. We start by helping families answer the following questions: How much is enough? Do I have enough? What do I do next?
I am also passionate about helping you align your investment decisions with your core beliefs so you are confident that your investments not only support your goals, but industries and causes that are dear to you.
I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner insuring that your best interests are always put first. Additionally, I hold securities licenses Series 7, Series 66, and an Oregon Resident Life and Health Insurance license.
When I’m not at the office, my family and I love spending time in the great outdoors of central Oregon. We are active in our four children’s sports teams and enjoy the great fellowship of our church community.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Branch: Bend Downtown, Bend South, Redmond South
Phone: 541.749.2248
Toll-Free: 1.800.527.3932, ext. 5448
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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Pennie Kincade, AAMS®
I am committed to exceptional service—helping members build an investment portfolio according to risk tolerance and individual needs. Providing deeper connections and flexibility is the key to our success.
About me
When it comes to investing, it’s essential to establish a collaborative and strategic plan. This approach creates an opportunity to achieve your goals while considering what is most important to you and your family, and aligns with your values and beliefs. Understanding your current spending habits along with your immediate, short- and long-term goals—and how your finances change over time—is crucial to developing an effective investment strategy. Together we’ll discuss and define details of your goals and we’ll monitor progress of your plan relative to your unique financial objectives.
I am relationship-driven and value open communication. I devote time according to the depth and complexity of your need—ensuring you get answers to all of your questions. I have an unwavering commitment to staying in contact and keeping your investments on track, while following our agreed upon financial planning roadmap.
I am driven by supporting our community, our schools, and enabling everyone the opportunity to plan for their future.
Branch: Hawthorne, 67th & Glisan, Johnson Creek, Sellwood, Woodstock, Happy Valley, East Gresham, 205 Place, Rose City, Sandy
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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Cyndie Montgomery-Adams
I focus on 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 plan for and navigate the many complex financial issues they may face. That may mean designing a college savings plan, preserving assets for a future purchase, investing for retirement, or providing a financial legacy for the care of a family member.
The first step in any sound strategy is getting information on all of your options as it is important for you to make informed financial decisions every step of the way. Together, we will focus on your personalized goals to create a customized plan that will help you achieve a well-rounded and secure financial future for you and your family.
I currently hold securities licenses Series 7 and Series 66 as well as the Life and Health Insurance licenses in Oregon and Washington.
My family and I live in East Clark County, Washington where we enjoy volunteering with local charities, visiting art galleries, and keeping busy with outdoor activities like hiking, fishing, and biking.
Branch: Vancouver Waterfront
Phone: 503.525.8728
Toll-Free: 1.800.527.3932, ext. 5305
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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John Passaglia, CFP®, CLU®, ChFC®
I believe a successful relationship starts with truly listening and caring about what is important to you.
About me
Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when appropriate. 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 important for your financial life, I can make recommendations to help you reach your goals.
I’ve been helping families with their investment and planning needs since 2005. Since that time I have achieved several certifications and designations including the CERTIFIED FINANCIAL PLANNERTM (CFP®), the Chartered Life Underwriter® (CLU®) and additionally I earned the Chartered Financial Consultant® (ChFC®) designation. I hold securities licenses Series 7, 65, and a Life and Health Insurance license in the states of 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.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by 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.
Branch: Beaverton, Beaverton Town Square
Phone: 503.525.8705
Toll-Free: 1.800.527.3932, ext. 5355
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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Nik Powell, RICP®, CDFA®
You deserve to know where you stand with your financial and life goals with confidence. I am here to help you plan for both the good times and the difficult ones.
About me
I am committed to preparing you for the certainty of uncertainty. I can help you navigate the impacts of financial decisions, so they align with your core values. Together, we can chart a course to ensure you meet your investment goals throughout the most critical stages of life. Part of my focus areas include helping clients create strategic income plans for retirement from the public and private sector along with charitable giving strategies for a meaningful legacy.
Since starting my career in financial services in 2004, I am continually expanding my education. I currently hold the designations of Retirement Income Certified Professional® (RICP®) and Certified Divorce Financial Analyst® or (CDFA®) professional. Further, I have achieved an Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 6, 7, 63, and 66 and an Oregon Resident Life and Health Insurance License.
My wife and I enjoy exploring the endless outdoor activities the Pacific Northwest offers, including camping, cycling, and running.
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.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Branch: Lloyd Center, Fremont & Williams, Hollywood, North Lombard, SW 5th & Harvey Milk
Phone: 503.525.8761
Toll-Free: 1.800.527.3932, ext. 5435
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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Sergei Vassilenko, WMS, ChFC®, RICP®
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.
I got my start in financial services in 2000. I currently hold the Chartered Financial Consultant® (ChFC®) designation, the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License.
I currently reside in Beaverton with my family. In my free time, I enjoy traveling to visit family and friends. Closer to home, I enjoy playing hockey and volleyball, running, and watching good movies.
I am fluent in Russian!
RICP® 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 Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
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
Branch: Murrayhill, 158th & Walker, Tigard, Tualatin
Phone: 503.273.1742
Toll-Free: 1.800.527.3932, ext. 5742
Fax: 503.273.1796
Email: [email protected]
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Rick Wargo, AAMS®
My focus is simple, to help you be confident in your financial foundation so that you can be successful in your financial future.
About me
During my career as both an employee and employer, I’ve discovered that we work for two reasons; money and meaning. While meaning shifts with life’s circumstances, money always provides the foundation.
My goal as your advisor is to apply an easy to understand, process-driven three step methodology that results in a personalized plan designed to adapt to your life’s events.
My diverse personal and professional background make it possible to serve in a wide-ranging capacity. Whether it’s a need to organize a financial junk drawer, create peace of mind through the clarity of a financial plan, helping to navigate the complexities of market ups and downs, or gaining a higher level of certainty around a secure retirement income, I will be your robust resource.
This is a highly personal business where relationships matter. I welcome an introductory conversation to learn about your meaning. Of course, if you’re curious I’m happy to share mine as well. With a wife of 25 years, two college students and a terrible ski habit – it’s diverse and dynamic! I look forward to connecting.
Branch: Gresham, Troutdale, Eugene, Keizer, Santa Clara, Springfield, South Salem, West Salem, Albany, Corvallis, Newberg
Phone: 503-228-7077
Toll-Free: 1.800.527.3932, ext. 5781
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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Robert Wilmington
After gaining a strong understanding of your goals and dreams, I will work with you to identify financial options as part of a plan structured to continually build toward achieving your success.
About me
I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice.
I have a Bachelor of Science degree in Bioengineering from Texas A&M University. My goals and dreams have allowed me to work in direct support of NASA, build startup companies, and develop life-saving medical instrumentation. I hold securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses.
I enjoy spending time with my wife and three children hiking the Pacific Northwest, traveling domestic and internationally, and taking part in just about any outdoor adventure.
Branch: NW 27th & Vaughn, Hillsdale, Stadium, 160th & Mill Plain, Andresen, Burton, Salmon Creek, Hazel Dell, Orchards
Phone: 503.944.6459
Toll-Free: 1.800.527.3932, ext. 6859
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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David Yates
I’m committed to getting the job done right. I’ll take the time to ask the questions that matter—so I can create a plan that meets your needs.
About me
Continuously pursuing excellence means helping you stay on track to reach your financial goals—no matter what life brings. As a full-service financial advisor, I can help you with retirement planning, college savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more. Additionally, I am well versed in the topics of PERS and Social Security.
My commitment to each client is to give them the personalized attention and highest level of service. I’ve spent the last several years helping families navigate the subtleties of investment and financial planning in alignment with their personal values and convictions; building financial plans that create results now and well into their future.
I started my career in investment services in 2012. Prior to becoming a licensed financial advisor, I served in the U.S. Marine Corps, attended Texas A&M University-Commerce and taught music classes in both public and private schools. Currently, I hold securities licenses Series 7, 66 as well as the Oregon Resident Life and Health Insurance license.
My wife and I are passionate advocates for adoption. We live in Beaverton with our two children and enjoy volunteering, scouts, and exploring coastal lighthouses.
Branch: Orenco Station, Cornelius, Scappoose, South Hillsboro
Phone: 503.273.2687
Toll-Free: 1.800.527.3932, ext. 5787
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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Jennifer James
I have over two decades of experience in the financial industry helping credit union members achieve their financial goals.
About me
As your Investment Advisor Associate, my job is to understand your personal financial situation and help determine how your choices impact your long-term financial success. Together, we can build a plan to move you towards your financial goals, one that is tailored to your personal needs and targets what is most important to you.
By partnering with Natalie Berning, Financial Advisor at Lake Oswego branch, we provide outstanding service to clients across the financial spectrum. Whether you are just starting out as a new investor or an seasoned market enthusiast, we are here to help you on the path to success with exceptional member service at the heart of everything we do.
Outside of work, my family and I love to spend time together, volunteering, reading, creating art, hiking, and traveling.
Financial industry licenses: Series 7, Series 66 and Oregon Resident State Life and Health Insurance.
Branch: Burlingame, Kruse Meadows
Phone: 503.944.6494
Toll-Free: 1.800.527.3932 ext. 5944
Email: [email protected]
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Melisa Lindsay-Lipkins, CRPC®
Our goals align with your goals, and our focus is making sure you understand all of the financial options available to you and your family.
About me
My job is to oversee the operations, strategic growth, and direction of OnPoint Investment Services. 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®.
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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