Trihelix Wealth Collective

Becky Vogt Lundeen is a CFP® with eight years of industry experience, currently serving as an advisor at Trihelix Wealth Collective. Her prior experience includes roles at Northwestern Mutual and several individual advisory practices. Outside of her financial advisory work, she is the owner of Marriage, Money, & Medicine, LLC, a non-financial services business related to a memoir she is writing, and serves as vice president of the MCWAH Resident Spouse/Significant Other Association, a nonprofit focused on event planning. Trihelix Wealth Collective provides financial planning and personalized investment advisory services primarily to medical professionals and small businesses. The firm integrates Modern Portfolio Theory with cyclical, fundamental, and technical analysis to create continuously monitored and adjusted portfolios tailored to client risk tolerance and circumstances.

Stephan Morris is a CFP® with nine years of industry experience, currently serving as an advisor at Trihelix Wealth Collective. He previously worked at Northwestern Mutual in various capacities for nine years and has a background that includes roles at Pacific Crest Consultants. Outside of his advisory work, he serves as treasurer for the nonprofit Beacon Village PDX and is a 50% owner of Easy Eddy LLC, a short-term rental business. Trihelix Wealth Collective provides financial planning and personalized investment advisory services primarily to individuals and small businesses, with a focus on medical professionals both experienced and in training. The firm uses a combination of Modern Portfolio Theory and fundamental, cyclical, and technical analysis to manage client portfolios.