Financial Investment Team ("FIT")

Christine Garcia is a CFP® with 10 years of industry experience, currently serving as an advisor at Financial Investment Team (FIT) in Portland, OR. Her prior experience includes roles at Bank of America and Merrill Lynch. Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning services to individuals, trusts, corporations, and institutional clients. The firm integrates investment and tax strategies, using a variety of analysis techniques and maintaining an educational approach to client recommendations.

Diana Harrison is a CFP® professional with 24 years of experience in financial advisory and tax planning. She is the owner and investment advisor representative of Financial Investment Team, where she has worked since 2005. Diana also owns Plus Tax, Inc., a tax planning and preparation firm. Additionally, she is involved with Thunder Paws Farm, LLC, which manages a dog training rental facility. Financial Investment Team provides discretionary portfolio management, financial planning, and tax services for individuals, trusts, corporations, and institutional clients. The firm integrates investment management with tax planning, using a variety of strategies including ETFs, equities, bonds, and options, and emphasizes client education and tailored advice.

Rachel Gustafson is a CFP® with 11 years of industry experience, currently serving as an advisor at Financial Investment Team (FIT) in Portland, OR. She previously worked at Bank of America and Merrill Lynch from 2012 to 2019. Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning and preparation for individuals, trusts, corporations, and institutional clients. The firm integrates investment advice with tax services through an affiliated CPA practice and employs a range of strategies including ETFs, equities, bonds, and occasional option use, emphasizing client education and tailored solutions.

Travis Wesley is a CFP® with nine years of industry experience. He currently serves as an investment advisor with Financial Investment Team (FIT) in Portland, OR. His prior experience includes roles at Ameriprise Financial Services, Inc. from 2015 to 2024. Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning services for individuals, trusts, corporations, and institutional clients. The firm coordinates investments across various account types and employs a range of strategies including fundamental and technical analysis, while also offering educational resources to assist clients with informed decision-making.