I strongly advocate for others.

I want JGP to be the best! I have a drive to really take care of the people we serve.

Problem-solving and working with our clients.

The intimate nature of the problems we address and the meaning that comes from how we help others.

1. Our mission is helping those we serve to confidently live the life they want.

2. We do what we say.

3. We finish what we start.

4. We employ the Golden Rule and treat others with respect - how we would want to be treated.

I read an article and was struck by how much our work matters to the people we serve.

• Favorite way to spend a free day? A long, difficult hike!
• Do you have a favorite quote? “Early to bed and early to rise makes a man healthy, wealthy, and wise.” – Ben Franklin
• If you could share a meal with any individual, living or dead, who would it be? Every Sunday we host Family Dinner and this grand event would include guests ranging from my Grandmother, Charlie Munger, Ben Franklin, Ruth Bader Ginsburg, Eddie Vedder, Phil Knight, John Wooden, and of course, Molly and our family.
• Do you collect anything? Wine.

I’m experienced and have been around a lot of different financial situations. I’m committed to our clients’ well-being and success.

• Positive outcomes and generating tangible results
• Offloading the stress of financial planning
• Troubleshooting
• Creating concise and organized solutions

Problem-solving. Taking complex issues and developing concise, simple and executable solutions.

Collective learning. Learning and growing as a person.

Impactful and innovative.

We are easy to work with.

Out of college moving back to Portland and wanted to work in the finance business. Fell in love with helping people achieve success.

• Favorite way to spend a free day? Outdoors either golfing, hiking or listening to music.
• Favorite ice cream flavor? Cherry Garcia.
• Do you have a favorite quote? “Travel is the death of all prejudice.” — Mark Twain
• Do you have a favorite family recipe? My wife’s pasta.

I’ve been in the industry for almost 15 years. During that time, I’ve had the good fortune of working with and learning from very intelligent and experienced colleagues who have mentored me and helped me prepare for this role.

I love learning and have a constant drive to challenge and improve myself.

Trading and economic and market research.

I’d like JGP to be a well-respected firm, known for always doing what’s right for the client. I want people to see us out in our community and know we are committed to making Portland a great city to live in.

I was in college working on my finance degree and I had a friend who knew a vice president at Bank of America. I ended up getting hired at one of the branches and from there transitioned into the Wealth Management field.

I was looking to move out of the corporate world (and out of Atlanta). The energy of all the employees and their genuine care for clients and each other drew me into the culture of the firm.

• Favorite sports team? My favorite sports team is Atlanta United.
• If you could share a meal with any individual, living or dead, who would it be? Audrey Hepburn.
• Do you have a favorite quote? “If one advances confidently in the direction of his dreams, and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours.” — Henry David Thoreau
• Do you have a favorite family recipe? My grandmother’s chocolate meringue pie.

I am not one to let details slip through the cracks. I am dependable and help keep clients accountable for their own life goals.

I want to be known for doing a good job and providing the very best service for our clients. My pet peeve is bad customer service, so I strive to provide great service.

Meeting with clients.

My favorite clients value everything we offer, are engaged in the process and use all of our services. One client I’m thinking of has really stuck to the plan we have helped create. They are one of the most bulletproof clients because they’ve worked with us and listened to our advice. They appreciate what we do and are able to live more confidently and do the things they are passionate about.

We are unique in that we hold ourselves accountable and always put our clients first. We are great at helping our clients get over the finish line.

I stared at the training program at Merrill Lynch in 1992. The hiring manager said he hired me because he liked my tie.

• Favorite way to spend a free day? Fishing.
• What would you sing on karaoke night? “NY, NY” by Frank Sinatra.
• If you could share a meal with any individual, living or dead, who would it be? My mom.
• What is your favorite holiday? Fourth of July.

I am passionate, willing to go the extra mile, and focused.

Bringing value to the community.

I love the client interactions and “stress testing” of the financial plans. I get excited when I have 4 or 5 meetings in a day and I am able to work with the best advisors in the industry. It is a team atmosphere every day I come into work.

My grandfather has been a mentor for me my whole life. He pushed me to find my own passions and has supported me every step of the way. I have enjoyed stepping into an advisor role in his life and returning the service he has always provided me.

The number one thing I hope we are known for is operating ethically and with respect. I hope our clients emphasize our community involvement and our willingness to serve others.

I was fortunate enough to connect with Jeff and Kevin while still attending college and they encouraged me to read and learn as much as I could about the financial markets. I did not know until recently, but Kevin sent me the Wall Street Journal and The Economist for two years while I still attended school. That act of kindness had a positive impact on my professional development.

What attracted me to JGP, was during my first meeting with Kevin, he pointed out a typo that was within my initial introduction email. He did not take it easy on me during that interaction and showed me what being a true professional was all about. Rather than being intimidated, I was attracted to the frankness and immediately thought, “How can I work for someone like this?

• Favorite way to spend a free day? I love to travel and get out of town on long weekends. Family beach house in Seaside is a favorite.

• Would you rather ride a bike, ride a horse or drive a car? Car all day…a supercharged car.

• Do you have a favorite quote? “The single most important distinction in life is to distinguish between an opportunity to be seized and a temptation to be resisted.” — Rabbi Sacks

• Have you ever had a surprise party? My claim to fame is throwing the best surprise parties. Waiting for someone to return the favor…

I will do whatever it takes to help those in my life. I am a hard worker, a quicker learner, and eager to make an impact.

The drive to be the best at what I do.

The best part of my job is hearing about the daily positive impact we have on the lives of our clients. Being able to help clients confidently live the life they want inspires me to get up and work hard every day.

I would like teammates and clients to say that:

1. I do what I say I am going to do
2. They can count on me to get things done on time and with the highest quality
3. I am the best at what I do
4. I am not afraid to admit when I am wrong or when I make a mistake

JGP cares about more than just the financial wellbeing of our clients. We care about the whole picture including things such as the emotional, familial, physical, and spiritual wellbeing of our clients. We are there for our clients through thick and thin.

While I studied Finance and Economics in college, my first experience in the industry came as an intern for Wells Fargo Advisors in St. Louis, Missouri. From there I was hooked and knew this would be the industry I ended up in

• Favorite way to spend a free day?Hiking the Gorge with family and friends followed by lunch and a beer at Sugarpine Drive-in
• Favorite sports team? Oregon Ducks football and the Portland Trailblazers.
• Do you have a favorite quote? “There are no traffic jams along the extra mile.” –Roger Staubach
• If you could share a meal with any individual, living or dead, who would it be? The Dalai Lama, John Wooden, or Lady Gaga

Stamina and discipline. I won’t rest well until every stone is turned over for our clients.

You sleep a lot better at night after a hard day’s work.

I love that to be excellent at my job, I must grow intellectually, emotionally, and interpersonally every day.

My dedication to our goals.

Thought leaders with genuine commitment to our values.

We are truly invested in helping our clients reach the goals they’ve dedicated their lives to. I think that mission cuts through all the noise out there to what really matters.

Finding a place that genuinely wants you to be fulfilled is incredibly unique.

I knew I needed to pursue my passion for investing. So, I made a list of everyone in the industry I could think of over 50 and still passionate about their work. Jeff made time to talk and the rest is history.

• Favorite way to spend a free day? Early morning coffee and crossword (my Mom’s routine) followed by a round of golf (my Dad’s routine), grilling, and an after dinner walk with the dogs.
• If you were a super-hero, what powers would you have? Hands down, no sleep. Imagine how much you could accomplish! Of the traditional powers, time travel. Investing would be so much easier!
• If you could share a meal with any individual, living or dead, who would it be? Any of the constitutional framers. So many issues could be resolved!
• Dream travel spot? Playing Augusta National Golf Course.

• Favorite way to spend a free day? Anything and everything with my wife, Shannon. It could be a simple and relaxing day at home, heading out to a trail for a run/hike, traveling to a new city to explore, or dinner with friends.
• Favorite sports team? I grew up in Northern Virginia and am a fan of all Washington sports teams.
• If you could share a meal with any individual, living or dead, who would it be? I would love to have had the chance to meet Carl Sagan. Neil deGrasse Tyson can still happen!
• What’s your favorite holiday? Christmas, everything else is a distant second!
• What kitchen appliance do you use every day? I make pour-over coffee every morning at home. I use a scale/timer, water kettle, bean grinder, and the Chemex Glass Pour-Over Coffee Maker. The best way to start the day!
• Dream travel spot? Switzerland where we would take the trains through the mountains to the different small towns.

I am new to the industry, but learning quickly. I’m pursuing my CFP® certification to improve my skills as a financial planner. I’m currently doing a lot of work with eMoney, modeling out clients’ financial situations and ensuring they’re on track for an awesome retirement.

I’m a big learner, and I feel like this industry is perfect for that personality. There is always more to learn. I also really enjoy the direct impact this job has. Many jobs feel disconnected from the final results. In this job, it’s very easy to see the connection your work has with a client’s financial wellbeing, which is really motivating.

I’ve really enjoyed getting to know everyone in the office. Everyone is really friendly and brings their own unique insights and strengths. It has also been cool to feel things starting to click and also being able to apply the things I’ve learned in my classes to my job.

I am just starting to work with clients so no real stories yet!

I feel like trust is the most important thing to be known for. Our clients know that no matter what the financial markets are doing or what’s happening politically, we are always looking out for their best interests.

I moved over fairly recently to this side of the industry. I’ve always been interested in personal finance and wanted to take that passion to help other people. I enrolled in CFP® classes through the University of Portland and was introduced to Jeff and Kevin. I’ve been working at JGP for a short period and love being able to apply my knowledge to real-life situations.

It was important for me to work for a company that focuses on its clients and growing its employees. I was really impressed by how important it is to Jeff to make sure JGP feels like a family and that people want to stay here for a long time.

• Favorite way to spend a free day? Drinking coffee, hiking with my wife and dog and ending the day with some good food and wine or beer.
• Favorite sports team? Portland Trail Blazers.
• If you could only eat one meal for the rest of your life, what would it be? My head says pizza, but my heart says bahn mi.
• Have you ever had a surprise party? Yes, my wife totally surprised me with a birthday party last year. She got me good, and I was totally shocked.

I am reliable, work with intention, and am thoughtful about my approach.

Helping clients feel heard, respected, and supported in their goals.

I greatly value building relationships and finding solutions! If I can make someone’s day a little bit easier or better, then I feel instant gratification.

I enjoy hearing from clients how they are living the lives they want to live, whether it be camping, traveling, or celebrating the birth of their grandbaby. It brings me joy to know that we can play a part in helping them plan and achieve their goals.

My dedication and willingness to go the extra mile for my team and clients.

We hold ourselves to the highest standard. Our clients are our top priority and will always be honest and prioritize their best interest.

I began building a foundation for financial advising at a young age watching my family in the industry. I spent some time working at another financial services firm and then spent four years working in commercial real estate. Both companies were heavily focused on helping clients and tenants achieve their goals. I knew I found the perfect balance when I joined JGP. Their mission is something I’ve lived by my entire life and the work we do is important.

• Do you have a favorite quote? “It is not where you start but how high you aim that matters for success.” Nelson Mandela
• What would you sing at Karaoke night? “That Don’t Impress Me Much” Shania Twain
• If you could share a meal with any individual, living or dead, who would it be? Ruth Bader Ginsburg
• Have you ever had a surprise party? I am difficult to surprise, but my husband threw me a surprise party a few years ago and flew a bunch of friends in from out of town. It was fantastic!

My commitment to helping them resolve issues.

Clients’ satisfaction.

Working with clients to find solutions to their problems and helping them make everyday living easier.

There are two relationships that come to mind. Both families have demanding schedules and daily lives, but they always manage to show kindness and humor when we work together. They take full advantage of the services we offer and appreciate all we do to make their lives easier.

I’d like clients to be saying, “JGP really hears me and has my best interest at heart.”

It was a fluke. The size of the firm, commitment to clients and the passion for the work!

• If you could share a meal with any individual, living or dead, who would it be? My dad.
• Do you have a favorite family recipe? Corn cakes.
• What is your favorite holiday? Good Friday.
• Do you collect anything? Street change walking to work. A quarter is a big day.

I’ve passionately spent my career servicing and helping clients achieve their financial goals. I believe these experiences have led me to lead our operations team. Clients can have confidence that we are making every decision with them in mind.

To be the best I can be and to help others.

I love the variety my position holds. We have such a strong, experienced operations team. I enjoy our meetings together, where we spend our time creating or improving an existing process. I also love the chance to interact with our clients at our workshops or community events.

We have a lot of really great clients. There is one couple we’ve worked with for many years who are now retired, active in the community and spending time with their family. I love hearing what new activity or class they are taking — from gardening and yoga to rebuilding small machines, they are an inspiration and such kind people. I love that their relationship has extended to their now adult children.

I want JGP to be known for our class, integrity and passion for taking care of our clients.

I started at Merrill Lynch with Jeff, Joe and Kevin in 1999 after graduating from the University of Oregon. I was excited to have a job right out of college and thought it would be a good idea to have an understanding of the financial industry for myself, even if the job didn’t last. I guess it was meant to be since I’ve returned to JGP three times now.

The people are what keeps attracting me back to JGP. The leadership that Jeff and Kevin provide is motivating, and their encouragement to grow and learn continues to be a part of everyday life at JGP. The support we show each other makes this a place you want to be a part of.

• Favorite way to spend a free day? On a sunny beach with my husband, Mike, and daughter, Audrey.
• Do you have a favorite quote? “Live with intention. Walk to the edge. Listen hard. Practice wellness. Laugh. Continue to learn. Play with abandon. Appreciate your friends. Choose with no regret. Do what you love. Live as if this is all there is.” — Mary Anne Radmacher
• If you could share a meal with any individual, living or dead, who would it be? My mom.
• Do you have a favorite family recipe? My grandmother’s stuffing recipe.

I am service-oriented and can be trusted to get the job done. Good service is very hard to come by, and I want to be known for the service I provide. I like to find the missing link and leave no stone unturned. I want to be known for doing the right thing and for being principled.

People showing me appreciation and recognition for a job well done.

I like talking and interacting with clients. I like taking something complex, finding a solution and putting pieces of the puzzle together. I like doing things other people don’t like to do or won’t do.

I enjoy working with clients who are engaged in their investments and have an interest in what we do.

We know about our clients and their families. We do an exceptional job of listening and getting to know our clients; we truly care. Lots of firms say this, but we really do it and I think it separates us from a lot of other teams. Everyone here is 100 percent committed.

I started as a bank teller in 1999 at Wells Fargo. The movie, “Family Man”, sparked my interest in the investment industry. I’ve always been good at math and with numbers. After working at a retail branch for a few brokers, I become frustrated with how little the advisors knew about their clients and how they ran their business. I was introduced to Kevin by a colleague and could instantly tell JGP’s values were aligned with mine. They were running their business the way I felt it should be done: with the client at the forefront.

• If you were a superhero, what powers would you have? Could I just be Superman?
• Do you have a nickname? Jonny Laws.
• Favorite way to spend a free day? With my son, Barrett.
• Do you have a favorite family recipe? My mom’s monkey bread.

That I can be tenacious. I’ll do whatever it takes to make their financial lives easier, and I’ll take the time to explain everything so they really understand.

I set high standards for myself, and I like the feeling I get when a job is done well.

Interacting with my teammates, creating ways to be better at what we do and providing the best possible service to our clients.

My favorite interactions with clients are those where the client takes our lead and follows through with their homework, which in turn allows me to do my best for their financial situation.

That we always put the client first and go above and beyond their expectations, delivering the ultimate client-centric experience for a financial firm.

Back in the dark ages, my father thought I should be a CPA, but accounting wasn’t where I excelled. So, I became a financial advisor and over the years, I realized that the service side of the business was where I felt at home and happy.

The opportunity to create and grow the BEST financial firm was very attractive. After 20+ years at a large wirehouse/brokerage firm, I desired flexibility and respect.

• Favorite way to spend a free day? Curled up on the couch with a good book and my dog at my side.
• Do you have a favorite quote? “What goes around comes around.”
• If you were a superhero, what powers would you have? Invisibility.
• What’s your favorite holiday? Thanksgiving.

I enjoy being part of a team and supporting my coworkers in any way possible so that our clients can live the life they dream about.

I have high standards for customer service and support and I am motivated by my own desire to exceed those standards in my daily interactions. I also deeply value a genuine connection with our clients while providing top-notch service.

Tackling whatever I have on my plate! I enjoy supporting a team with whatever that takes. If my team feels supported, I am content! I look forward to giving high fives again one day!

One of my favorite past clients kept me on my toes. He was a force to be reckoned with that had high expectations but also the most welcoming conversations. We always got down to business, ensured we had everything we needed, and then he’d go on and on about his grandkids or ask questions about what new adventure I was up to that weekend. I loved the mix of both serving his practical needs while also building a relationship.

I enjoy creating relationships in everything I do. The team works better when we know each other well, and the same goes for clients. I like developing a deeper understanding of their lives and what makes them tick so I can tailor my support to help them.

In addition to client care, I’d say accountability. When JGP says they’re going to do something, you know the entire team is working to get it done.

In everything I have seen so far, the dedication this company shows to its clients is unparalleled. The amount of time that is spent building processes and systems, as well as the dedication given to finding the right team to work together is notable. When people work together well, and systems are in place, it makes for a much more enjoyable experience for all involved, especially the clients!

If your priorities are to help people and families grow and be part of a team that enjoys spending time together, JGP is the place to be. The leadership of JGP values people and their mission. They invest in people to ensure the team keeps moving forward.

I worked at a small commercial bank in Eugene that also had a family financial planning office. When the financial planning arm of the bank left to start their own company, I was asked to join them. I am still grateful for that chance as my eyes were opened to an entirely different world in financial services. It has been incredibly rewarding to assist in the growing opportunities for families and their future.

• Passion - Jeff
• Dependability - Jon
• Accountability - Sarinah
• Integrity - Salle
• Confidence - Ceri

• Favorite way to spend a free day? Hiking! I love the beautiful hikes Oregon has to offer. The anticipation of the hike, beginning of the ascent, the journey to the top, feelings of accomplishment in the end, as well as the recovery. It’s a process, and it’s amazing what we can do when we set our minds to it.
• Favorite dessert? Peach Pie. There is something about a peach pie that makes me feel complete at that moment.
• Do you have a favorite quote? “Find out where joy resides, and give it a voice far beyond singing. For to miss the joy is to miss all.” – Robert Louis Stevenson
• What's your favorite zoo animal? Monkeys! I love all of them, especially the big ones.

I am diligent and thoughtful in my work and am here to make each interaction with JGP enjoyable and simple. I enjoy breaking down complex issues and presenting them in a way that is easy to understand.

At JGP, every person has a significant role in supporting our clients. Being accountable to the people I work with motivates me to do my best. Everyone here gives 100% and raises the bar to be our best possible selves at work.

The best part of my job is hearing updates about how our clients are doing. Each of us has an important role to play at JGP and seeing client’s living out their dreams and being a part of that is extremely rewarding.

I’d like to be known for being dependable and reliable. I want my teammates and all clients we work with to feel like I will go the extra mile for them.

I want JGP to be known for confidence and dependability. I want our clients to leave every interaction with us feeling comfortable, taken care of, and supported.

JGP has the knowledge and scope to help with every aspect of wealth management and planning, while also providing a top-notch service experience. We are honest, dependable, and love to share in our client’s wins and victories in life. JGP treats each client like family in the best possible way.

Began as a short-term contract employee at LPL Financial working within business development to assist with large advisor onboarding. Found I had a knack for the industry and stayed!

• Favorite way to spend a free day? Relaxing with my husband and dog – preferably outdoors hiking or spending time in the backyard with a good book and a beer.
• If you were a super-hero, what powers would you have? Having the ability to fly would be amazing, but I would really love to always have exact pocket change for whatever I am purchasing no matter the price. Pocket change as a superpower is less flashy, but more functional.
• Do you have a favorite family recipe? Pumpkin pie – my grandfather was a baker and passed down the recipe to my mom. I try to make it at least once a year.
• What was your first job? Assistant preschool teacher

• Generally the first point of contact.
• Manage the team calendars.
• Good at multitasking.
• Very intuitive.

I am motivated to make people happy and cultivate relationships. I love all aspects of building relationships; I find it very rewarding.

I love interacting with clients, as well as my co-workers. I feel good when I can do things for others and help make their lives easier.

One client called in shortly after I had joined JGP, and I answered by saying my previous office’s name. I apologized and explained my previous employer was a dental office. He thought it was funny, laughed and said, “Well now you’re working for Dr. Dollars”.

So, now when I talk to him, we always laugh about it and he will call for Dr. Dollars. It is nice to be able to build relationships with individuals and have a laugh together as well.

That we are warm and caring and not like other firms. Clients aren’t just a number or a dollar amount to us; we have solid relationships with our clients, as well as their families.

I worked in a dental office for 20 years prior to joining JGP — Jeff, Kevin and Joe were my patients. After leaving the dental industry, I got a call from Jeff letting me know that they needed an office manager, and they would love to have me on the team! It’s a big leap from dentistry, but I am so happy to be here.

• Favorite way to spend a free day? Being at the beach, hiking, gardening or spending time with family and friends.
• Do you have a favorite quote? “Don’t cry because it’s over; smile because it happened.”
• What is your favorite holiday? Christmas.
• Do you have a nickname? Cindy Lou.

I am diligent, work with integrity and strive to complete tasks accurately and efficiently.

I like the challenge of new and unique client situations, but I also like to provide consistent service for our existing clients.

My coworkers are my favorite part of coming to work. I also love to catch up with clients and hear about their lives.

One couple in particular lives in my neighborhood, and I have enjoyed getting to know them through work and outside of work. They are genuine and good people. They are a pleasure to work with and are appreciative of the services that JGP provides for their family.

I would like JGP to be known for excellent and consistent client service. I would like our clients to say the same.

I did an internship with our family’s financial advisor that turned into a full-time job after graduating college. I wanted to work for a group that provided excellent client service and went the extra mile for their clients.

• Do you have a favorite quote? “Loving people well means living with constant interruptions.” — Bob Goff
• If you were a superhero, what powers would you have? Mindreading and the ability to move at super speed to get things done quickly.
• If you could share a meal with any individual, living or dead, who would it be? My mom.
• What’s your favorite holiday? Christmas — I love finding the perfect present for someone.