Sylvia M Jorgensen

Anson Lilienthal is a financial advisor at von Borstel & Associates with a Series 65 credential and two years of industry experience. He has been with von Borstel & Associates since 2019, with a gap year of unemployment between 2021 and 2022, and prior to that, he was self-employed from 2015 to 2019. von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer clients. The firm employs a client-driven process based on Modern Portfolio Theory to construct diversified portfolios and manages approximately $576 million in assets.

Wayne Von Borstel is a financial advisor at von Borstel & Associates with 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial LLC. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer customers, managing approximately $576 million in assets. The firm employs a client-driven investment approach based on Modern Portfolio Theory, constructing diversified portfolios that may include equities, fixed income, ETFs, mutual funds, options, and third-party managers.

David Anishchenko is a financial advisor with von Borstel & Associates in The Dalles, OR. He holds a Series 65 designation and began his advisory role in 2026. Prior to entering the financial industry, he worked in healthcare roles related to allergy and asthma treatment. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, corporations, and broker-dealers’ customers. The firm follows an investment approach grounded in Modern Portfolio Theory and focuses primarily on Dimensional Fund Advisors (DFA) mutual funds and ETFs.

Sandra Aguirre Piza is a financial advisor at von Borstel & Associates with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Financial Advocates Investment Management and LPL Financial. She has been with von Borstel & Associates since 2020. Von Borstel & Associates offers comprehensive financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, corporations, and broker-dealers’ customers. The firm’s investment approach is based on Modern Portfolio Theory and an evidence- or factor-based philosophy, primarily utilizing Dimensional Fund Advisors mutual funds and ETFs within its portfolios.

John Coats is a financial advisor with Eagle Strategies (NY Life) based in The Dalles, Oregon. He holds the ChFC® designation and a Series 63 license, with 29 years of industry experience. John has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1996 and has operated the John Coats Financial Group since 2015. Outside of his advisory role, he teaches Tai Chi Chuan weekly at a local athletic club. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Laura Andersen is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and Guardian Investigations LLC for seven years. Andersen operates out of The Dalles, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning, while maintaining oversight of over $819 billion in discretionary assets.