My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.

Eric Gahlsdorf is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been serving clients' financial needs in the Willamette Valley for over 12 years, bringing a background in investment strategies combined with extensive knowledge of banking and lending. This experience provides him with a well-rounded perspective when working with clients. Prior to joining Fidelity Investments, Eric held various roles at Wells Fargo from 2012 to 2020, including Premier Banker, Licensed Personal Banker 2, Licensed Banker, Personal Banker, Customer Sales and Service Representative, and Teller. His career progression at Wells Fargo reflects his comprehensive experience within the financial industry. Eric's approach involves understanding each person's unique situation and values to collaboratively formulate a financial plan aimed at supporting their best life.

Brandon Perkins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides customized advice and guidance to individuals, families, and businesses, focusing on helping clients advance their financial goals thoughtfully and strategically. His areas of expertise include tailored investment management, cash-flow analysis, retirement planning, higher-education funding, and wealth-transfer strategies. Brandon also works with business owners to design and implement retirement-planning initiatives and employee-education programs. Brandon began his financial services career in 2011 and joined Merrill Lynch in 2017. Prior to that, he held positions at Key Investment Services and Key Bank as a Financial Advisor and Branch Manager. He holds a Bachelor's degree in History from Oregon State University, where he was a three-time letter winner on the wrestling team. Brandon has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Outside of his professional work, Brandon is an enthusiastic supporter of Oregon State University athletics and serves on the board of the OSU Wrestling Endowment Fund. He enjoys hunting, fishing, traveling, and spending time with his wife and their three children.

George Carter is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Salem, Oregon. He collaborates with individuals, business owners, and their families to simplify finances through a comprehensive approach tailored to address various financial challenges. George focuses on helping clients develop personalized wealth management strategies that adapt to changing market conditions and align with their long-term goals. His areas of expertise include retirement planning, cash flow management, business succession planning, credit and lending solutions through Bank of America, and generational education savings strategies. George holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Linfield College. Outside of his professional work, George lives in Salem with his wife Abby and their two children. He enjoys stand-up paddling and golf, and has contributed to his community through volunteering with the McNary High School football program from 2013 to 2015 and involvement with the Fellowship of Christian Athletes (FCA).

Christopher Collier is Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with executives to develop financial plans aimed at enhancing their financial well-being and achieving their goals. His work involves discussions on workplace benefits, investment portfolio reviews, cash flow analysis, tax planning, and estate planning considerations. He has over 20 years of experience in the financial services industry, including a decade at Fidelity Investments. Prior to his current role, he served as Vice President, Wealth Planner at Fidelity Investments from 2015 to 2021. His previous positions include Private Client Advisor at J.P. Morgan Chase Bank from 2012 to 2015 and Funds Client Advisor at J.P. Morgan Asset Management from 2009 to 2012. He also worked as Regional Marketing Director at AIG from 2004 to 2009. Christopher holds a California Insurance License. Outside of his professional work, he has interests in comedy, food, football, golf, parenthood, and traveling.