Janet Tooley is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Transamerica since 2012 and is also involved in WealthWave and Epsilon Construction LLC. Tooley served as treasurer of Auburn Adventist Academy for ten years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party investment models with discretionary and non-discretionary options.

Jordan Orr is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at NetLaw, Uber, WFGIA, Wealthwave, and Doordash. Transamerica Financial Advisors serves a wide client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a variety of fee-based wrap programs, model portfolios, and access to third-party money managers.

David Prom is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked with Transamerica since 2012 and concurrently with World Financial Group since 2002. He also serves as a Certified Financial Educator at the Heartland Institute of Financial Education and provides estate planning software information through Netlaw, Inc. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, including proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Pia Snyder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2001. Outside of her advisory role, she serves as Treasurer of the Barrington Heights Neighborhood Association. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, third-party money manager access, and commission-based insurance and brokerage products.

Darius Jones is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and previously at Reverse Mortgage North West and World Financial Group, Inc. Jones also engages in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs, operating as both a registered broker-dealer and a registered investment adviser.

Patricia Dunn is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various firms including Fidelity Debt Reserve, Rescue One Financial, and Debtmerica. Outside of finance, she is the owner of a floral arrangement business and performs as a classical singer at civic and private events. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, supporting discretionary and non-discretionary management.

Jack Tucker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Transamerica since 2012 and also has roles with World Financial Group and Revolution Financial Management. Outside of his advisory work, he serves as Treasurer for the Oregon Golf Association Golf Course Men's Club, a nonprofit organization that organizes local tournaments. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated mutual funds and insurance products.

Ronald Pompel is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with firms including World Financial Group and Integrated Benefits Inc, and serves as a board member of Metro East Web Academy, a public K-12 school. Additionally, he is involved with Senior Medicare Health Care Plans, assisting clients with Medicare options. Transamerica Financial Advisors serves a broad client base, including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Robert Pugh is a financial advisor with Transamerica Financial Advisors in Portland, OR. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. In addition to his advisory role, he has been actively involved in Toastmasters organizations since 1995, including leadership positions in local and international clubs. He has also served on the board and as treasurer for a homeowners association. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary program options.

Kristen Winter is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with several organizations, including WealthWave and World Financial Group, and owns a travel blog and social media content business called Renegade Winters. Additionally, she serves as a referral agent for NetLaw, Inc., providing online estate planning documents. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, offering investment advisory and brokerage services through a large network of advisors. The firm employs model portfolios and third-party managers for portfolio management and operates an integrated retirement plan ecosystem with affiliated entities.

Jason Hamilton is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at WealthWave and WFV LLC, and he currently serves as an independent contractor providing online estate planning referral services. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Joy Mc Murchy is a financial advisor with Transamerica Financial Advisors in Portland, OR. She holds Series 63 and Series 65 licenses and has been active in related business roles including consulting, insurance, and notary services since 2018. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, discretionary and non-discretionary management, and integrated retirement and recordkeeping support.

Bruce Bailey is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates Bruce A. Bailey PC. Additionally, he serves as a referral partner for Netlaw, assisting clients with estate planning legal documents such as wills and trusts. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Michael Neumann is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has operated his own business, Michael R. Neumann, since 2010. Neumann serves as secretary and board member for the Association of Unit Owners of the Breakers condominium in Cannon Beach, OR. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Michael Devlin is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 29 years of industry experience. Prior to his current role, he has worked with several mortgage and financial services firms, including Value Added Mortgage Group and Williamette Valley Bank. Outside of advisory work, he is involved in mortgage loan origination and operates Devlin Financial Group. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, utilizing a model portfolio approach supported by third-party managers and multiple advisory platforms.

James Mardock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved with Tilikum. Outside of his advisory work, he has engaged in mushroom picking for over two decades. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charities, and corporations through both advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios, fee-based wrap programs, and commission-based products, managing over $2 billion in assets as of year-end 2025.

Holly Bochsler is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She also serves as a math instructor at Chemeketa Community College and is involved with several community organizations, including the Mount Angel Community Foundation and Discover Mt. Angel. Additionally, she is a finance committee member for St. Marys Catholic Church in Mount Angel. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Mark Hunter is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked with several companies outside of traditional advisory roles, including as a certified financial educator at the Heartland Institute of Financial Education and as a driver for public school and summer kids’ transportation services. He also assists with estate planning software through Netlaw, Inc. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through fee-based wrap programs, proprietary and third-party model portfolios, and commission-based insurance and brokerage products.

Julie Johnson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in several other ventures, including ownership of Johnson Financial Group Inc and leading workshops for women contemplating divorce through Second Saturday. Additionally, she serves as a referral partner for College Loan Freedom, assisting clients with federal student loan forgiveness and payment reduction programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers within an integrated retirement plan ecosystem, supported by a large advisor network and multiple program platforms.

Mary Lennox is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 16 years of industry experience. Her career includes roles at WealthWave, HIFE College Planning Program, Net law, Inc., and World Financial Group. She also works as a college consultant helping high school students identify majors and find suitable colleges and offers digital estate planning document services through a referral role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, providing both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA and supports retirement plan clients through affiliated entities.

Lindy Clark is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Transamerica since 2012 and is also involved in managing Marker Ranch and Vineyard, where she works in a hospitality role. Clark has additional experience with firms including WealthWave and Netlaw, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Eunjoo Kim is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 designations and five years of industry experience. Her prior work history includes roles at United Healthcare, National Health Insurance Company, and Massachusetts General Hospital. She also acts as an independent agent selling health and dental insurance products through several affiliated companies, including Aetna, Kaiser Permanente, and Blue Cross Blue Shield Regence. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to institutional entities, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Steven Bodo is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has held positions at several firms, including American Capital Corporation and Edelweiss International LLC. Outside of his advisory role, he is involved with mortgage loan processing through Right Choice Processing LLC and acts as a referral partner for estate planning legal documents at Netlaw. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models. The firm provides discretionary and non-discretionary program options and manages a mix of fee-based and commission-based products.

Scott Suckling is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Transamerica since 2012 and is involved in marketing at WealthWave. In addition to his advisory role, he has participated in food delivery through Door Dash and assists with Airbnb rental property preparations. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based investment programs.

Ashley Whittaker is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at several firms, including McKinley Irvin and Lindsay Hart, and is involved with the Heartland Institute of Financial Education as a Certified Financial Educator. Outside of finance, she has acting and voiceover work experience through Dangerfield Talent. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

James Mann is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and operates his own CPA practice since 2010. In addition, Mann serves as Treasurer for the Knights of Columbus, a nonprofit fraternal organization where he manages accounting and banking functions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Robert Pearson is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has served on the board of PREP4Kids, an organization offering Bible classes to public, private, and homeschooled students. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, serving a broad client base with approximately $1.7 billion in regulatory assets under management.

David Sweitzer is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has longstanding business involvement outside of finance, including leadership roles at Western Hardwood Association and Washington Hardwoods Commissions, as well as managing Lawton Sweitzer, Inc. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers through multiple program platforms.

Timothy Wooten is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in community work as a Student Ministry Director at Westside Community Church. Additionally, he has roles with Md's LLC and has previously worked with DoorDash and E-Bike Central. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Cynthia Reidy is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 12 years of industry experience. She has held positions at Netlaw Inc and Evergreen Eye Care PLLC in addition to her work at Transamerica and prior roles at Prudential Insurance and World Financial Group. Outside of advising, she offers digital estate planning documents through Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with a variety of fee-based wrap programs and model portfolios, utilizing proprietary and third-party managers with discretionary and non-discretionary options.