Broker Check

Our Team

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

Financial Planner

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 Planner

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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W. Grant Diamond 

Financial Advisor

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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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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Travis Kroeger

Financial Planner

t.kroeger@kmsfinancial.com

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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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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Mary Newman

Executive Assistant to Damon Winter

503-726-5963

mary@onmarkam.com

Mary enjoys serving in an important supportive role, assisting Damon Winter, so our clients receive best-of-class service. She is committed to utilizing her previous management experience, energizing our focused atmosphere. For over...

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Kara Kroeger

Administrative Assistant

Kara enjoys working as an Administrative Assistance for her father and brother, Gerry and Travis Kroeger. Attention to detail and organization are her forte. Kara’s goal is to make sure Gerry and Travis are prepared to best serve...
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Deon Diamond

Executive Assistant to Cassie and Grant Diamond

Deon is an Oregon native who attended Oregon State University. In 1978 she accepted a position as Office Manager for a local General Agency working in the Life and Health business. Deon met and married Grant in 1984 and raised four...
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