Salem, OR Concomly Rd S Office

Gregory Covert is a financial advisor at Primerica Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 1983. Outside of his advisory role, he is an author of several books, including "Hawkeye Ridge," "On Presidential Orders," "Volcano Ranch," "Operation Betty," and "Liberty Island." Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Wolcott is a financial advisor with Primerica Advisors in Salem, OR, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Primerica Financial Services since 2003 and was previously employed at NORPAC Foods Inc. John also engages in part-time sales of home security, automation, and loan products through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies supported by third-party asset managers and custodial services, operating at scale with thousands of advisors and billions in assets under management.

Deborah Rambeck is a financial advisor at Primerica Advisors with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with PFS Investments Inc. since 2012. Outside of advisory work, she receives compensation from Primerica Mortgage and related affiliates for referrals involving home security, automation products, and loan services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and offers custody and trade execution through Pershing, focusing primarily on individual investors rather than institutional clients.

Lisa Demille is a financial advisor with Primerica Advisors in Salem, OR, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors since 2022 and has prior experience with Gregory Covert and Primerica Financial Services. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model featuring tiered wrap fees and ongoing oversight of its investment offerings.