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LifeLong Wealth Management
 
Address:
5 Centerpointe Drive,
Suite 400
Lake Oswego, OR 97035
 

Business: (971) 204-0225
Fax: (503) 214-6534
 
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Our Team

Financial Professional		  Jason began his career in investment management and marketing in the early 1990's. An enthusiastic and driven professional, Jason's passion resides in creating lifelong relationships with his clients.

Recent positions in the industry that Jason has held include premier and private banker for Bank of America and Wells Fargo.  During the economic downfall, Jason decided that to truly deliver sound financial services, he needed to create a platform that extends beyond specific industry silos. He believes in order to stave off any significant downturns, there must be an understanding of the clients overall portfolio. Thus, he created Lifelong Wealth Management Group. 

In his spare time, he enjoys rough housing with his boys. Going on romantic dates with his wife, and fishing with his clients.

Jason is an officer of the Portland Business Network.
(NMLS# 302914)

Marketing Associate		  Amber  is a University of Oregon graduate who earned dual degrees in Business Administration with a focus in Finance and Economics. As a recent graduate, she brings a fresh perspective and energy to the group. Ambers innate passion for personal finances and success parallels Lifelong's philosophy in building strong relationships with each and every client.

While in school, she bought her first rental home to help finance her education, and this bold move further sparked Amber's interest in the mortgage realm. Additionally, Amber has a zealous taste for health and fitness. She believes both financial and physical health are endeavors that necessitate discipline and hard work that leads to overall success.
 

Securities and investment advisory services are offered through Multi-Financial Securities Corporation, Member FINRA & SIPC.
Lifelong Wealth Management Group is not affiliated with Multi-Financial Securities Corporation.


Investments products and services available only to residents of : California (CA), Colorado (CO), Idaho (ID), Oregon (OR), Utah (UT), Washington (WA)
Fee-based advisory services are available.
We are licensed to sell insurance products in the following states of: Oregon (OR), Washington (WA), California (CA)