Broker Check

Our Team

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

Financial Advisor

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®

Financial Advisor

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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Cassie Diamond

Financial Advisor

Growing up in a family with strong financial values, resulting in frequent conversations around the dinner table, Cassie came to realize that this was not necessarily the norm for most families. Her desire to strengthen people’s...

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Harold D. West, CLU®, CFS®, RFC®

Financial Planner- Advanced Markets

503-789-5456

Born and raised in Michigan, Harold entered the financial services industry directly from college. He soon developed a passion for educating clients to use advanced and tax efficient concepts, and to make informed decisions about their...

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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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Travis Kroeger

Financial Advisor

[email protected]

Travis started his financial services career with MassMutual Life Insurance Company in 2004 as a life insurance agent. In December of 2011, he began working with his father Gerry Kroeger who has been a financial advisor since 1984. In...

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W. Grant Diamond - Financial Services Representative

Financial Services Representative

Grant Diamond grew up in Hood River, Oregon and attended Wy’East High School, where, he found a passion for playing football. He grew up in a family with strong work ethic, which he did not lack himself. He worked hard logging...
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