Broker Check

Our Team

Damon S. Winter LUTCF®, CFS®, FSCP®, RFC®   

Raised in Southern Oregon, Damon Winter witnessed and experienced the harsh economic effects of the 1980’s recession. Determined to rise above and make a positive difference, Damon entered the financial services profession,...

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Justin M. Sumner CFS®, RFC®

Entering the financial services profession in 2007 as an advisor with MetLife, Justin Sumner quickly recognized the benefits people reaped by planning for their future. Justin is inspired by assisting others plan for one of...

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Mike Gerkman


Mike was the co-founder of OnMark Asset Management and he retired from the industry in 2016.Mike began his career in the financial services industry in 1968. His wealth of knowledge and experience and reassuring manner with our...

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