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Joyce P

Series 65

Scappoose, OR

Wealthcare Advisory Partners LLC

Joyce Pereira is a Series 65 licensed advisor with 16 years of industry experience. She has worked at Wealthcare Advisory Partners LLC since 2022 and previously spent 14 years at Sommers Financial Management. Currently, she is dually registered with both firms on a transitional basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and incorporates both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tori C

Series 65

Scappoose, OR

Wealthcare Advisory Partners LLC

Tori Coy is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she worked at Columbia County for six years and Ticor Title for four years. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s investment approach combines a goals-based financial advising discipline with proprietary quantitative metrics, integrating both passive and active management strategies alongside behavioral economics.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Blaine B

CFP®, Series 66

Scappoose, OR

Wealthcare Advisory Partners LLC

Blaine Butcher is a CFP® and holds the Series 66 designation with seven years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously worked at Sommers Financial Management, Victory Capital Advisers, and Edward Jones among others. He has held roles both within financial services and in educational organizations. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary software and behavioral economics, using a combination of passive and active investment strategies supported by quantitative metrics.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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