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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 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.

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 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.

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, MBA, 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

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.

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.

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 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.

As an Advisor at OnPoint, our not-for-profit status allows us to truly put the client first in all we do.  Our partnership with Raymond James Investment Services, Inc. allows us to leverage best in class investment strategy, research and technology. 

I currently hold the Investment Management Consultant title 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.

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

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.

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 – I listen to your financial dreams and wishes and translate them into a meaningful plan that reflects your personal objectives. Often, that means building a complex financial roadmap by learning your history, understanding your priorities, as well as supporting your timeframe and risk tolerance. My goal is always to help preserve and build the financial world you have worked hard to create for you and your family.

I started my career in Financial Services in 2010. Since then I have earned the Wealth Management Specialist (WMS) certification and 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.

My wife and I live in Carlton, OR where we enjoy the friendly community of local winemakers and unique artisans.  We enjoy the quiet life outdoors and some of our favorite activities include fishing, 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

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.

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®

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 am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values and together, we can chart a course to ensure you are meeting your investment goals throughout the most critical stages of life. My specialties include Oregon Public Employees Retirement (PERS) preparation, retirement income planning and charitable giving strategies. I also have an extensive background in fixed income and insurance planning.

I’ve been working in the investment Services industry since 2004. I currently hold 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 6. 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License.

I love the endless outdoor activities that Oregon has to offer. My wife and I enjoy spending our free time cycling, camping, fishing 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.

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.

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 travelling to visit family and friends. Closer to home, I enjoy playing hockey and volleyball, running, and watching good movies.

I am fluent in Russian!

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.

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

I am a native Oregonian and now live in my childhood home where I help care for my grandparents.  My personal experience navigating the challenges of eldercare grants me valuable perspective when guiding clients through similar planning strategies for their own family.

At OnPoint, I have developed two areas of practice; one area is with families and individuals who are looking for financial guidance about how to build a plan for their financial future.  I am devoted to designing customized financial plans and finding appropriate solutions for important personal life stages like how to strategize for a successful retirement or plan ahead for an unexpected death in the family, as well as everything in between.

The second area of my practice is consulting with businesses that are looking to enhance their employee retention efforts and create a succession plan for the future. I can evaluate your business and assist you in developing a plan for improvement in areas of business valuations, executive benefits and group retirement plans.

Another important part of my business is community engagement through the offering of on-going education on topics ranging from Social Security, PERS, Retirement Planning, to Women & Investing.

I have been working in the investment services industry since 2000. Currently, I hold the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies and hold securities licenses Series 7, 66 as well as the Oregon Resident Life and Health Insurance license.

When not at work, I am busy hiking, scuba diving, trying a new favorite restaurant, or traveling with my husband to our vacation home in Andalusia. I am also an active member of the alumni associations of University of Oregon where I graduated as Student Body President in 1994.  I currently sit on the boards of Girls Build, University of Oregon Black Alumni Network, and Pleasant Hills Church Reunion.

The AIF® and AIFA® trademarks are registered with the U.S. Patent and Trademark Office under the Center for Fiduciary Studies, a division of Fiduciary360.

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

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

I have helped families plan and execute their retirement vision since 2010. I hold a Bachelor of Science degree in Economics from Western Oregon University and am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I hold securities licenses Series 7, 6, 63 and 65 as well as the Oregon Resident Life and Health Insurance license.

In my free time, I enjoy hiking in the Pacific Northwest, working on DIY home projects and spending time with my wife, young daughter, and two dogs.

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.

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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David Yates

Financial Advisor | Raymond James Financial Services, Inc.

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.

David Yates portrait

Branch: Orenco Station, NW 27th & Vaughn
Phone: 503.273.2687
Toll-Free: 1.800.527.3932, ext. 5787
Fax: 503.640.1180
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

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

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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