Find a Financial Professional
in Oregon

Andrew Gray

Founder

Gray Wealth Strategies

I've found that clients come to me with a series of specific challenges that they'd like help with as they approach retirement and living in retirement. These challenges center around how to best: replace their employment income from the assets they've saved, minimize taxes paid now and in retirement, protect against the risks of the future (i.e. inflation, market downturns, unplanned health issues, assets taken from them unjustly, longevity, etc.) as well as how to avoid common mistakes that can be very costly over the course of their lifetime. There are dozens of important financial decisions you face that can easily feel confusing and overwhelming. This is where I can help you. I launched Gray Wealth Strategies to bring highly personal, truly objective, evidence-based advice to your key financial decisions. This is what we should expect as we make critical financial choices. Regrettably, however, a vast majority of the financial services industry does not operate under such a standard where the advice/products being recommended truly align with your best interests. In fact, you may have even experienced a few of those advisors yourself. I aim to change that experience for you. I operate under a fiduciary standard. This means that I am legally bound to provide objective advice in your best interests with zero product sales or commissions as your flat-fee only CERTIFIED FINANCIAL PLANNER. My flat-fee only structure is unique in the industry. We offer clients two flat-fee only options: 1) a one-time retirement plan which is intended for DIY investors who want to get a second opinion and validate their decisions and 2) a full-service wealth management relationship. As part of our full-service relationship, we focus on leveraging your retirement roadmap (i.e. initial financial plan) and using it to inform, customize, and optimize your investments, taxes, and estate planning needs. Clients who are familiar with the standard asset under management (AUM) fee structure (i.e. being charged a percentage of your assets) will appreciate these flexible, flat-fee only offerings, and I personally think it's a great way to objectively help pre-retirees and retirees. I absolutely love the work I do and I am proud of the value I bring to my client's key financial decisions. That said, my #1 pride is my family: my wife, Jessica, and our three children (Waverly, Everton, and Zealand). We split time between the outdoor wonderland of the Pacific Northwest where we mountain bike, ski, camp, and raise our littles, and the great city of Austin, TX where family resides and Lake Austin calls for fun family time. That's my why: being the best advisor I can be to my clients and living the best life possible with my family and friends. What's your why? And how can I best help you live it with the resources you have? Please reach out and I look forward to getting to know you.

Ryan Mohr

Principal & Founder

Clarity Capital Management

I started my career in Financial Services in late 2007 by working as a registered representative of a large Insurance company for about 6 years. I worked with individuals and families to help them with financial planning issues as part of a larger team. I also spent a fair amount of my time engaged in the portfolio management side of the business helping to create and manage investment models and trade accounts that were managed by our team. I obtained my CERTIFIED FINANCIAL PLANNER™ designation in 2011 as I felt it was important to earn this designation to show my knowledge in all aspects of financial planning and to be able to better position myself to help my clients. After feeling the need to grow in my career and experience, I made the difficult decision to leave that position in 2013 to pursue a new career in back office operations within a local Broker Dealer and ultimately managed a team supporting independent Financial Advisory Firms around the country. Over my 4 years with this company I expanded my knowledge of the financial industry by learning more about securities clearance and operations, compliance, and about the independent channel of advisers that are growing in this industry. While I learned a great deal in my last role, I began to miss working with people on personal financial planning and investment management. I also started to see a huge need within my own age group for objective financial planning advice as the Gen X and Y generations were growing their families, their careers were growing and life’s changes take hold. Generation X and Y is very much ignored in this industry due to not having accumulated the degree of wealth as baby boomers and older generations, therefore generally viewed by our industry as being less profitable. I feel strongly that this is fundamentally wrong and that everyone, regardless of wealth, should have access to quality financial planning advice. I knew that the best way to provide this service was to build a business tailored to this age group. By building an independent financial planning firm, I can focus on providing sound advice that is tailored to my clients individual needs, not the needs of an overarching company. In my free time, you may catch me outdoors running or cycling, hiking or generally enjoying the outdoors of the northwest with my wife Amalia, and 3 yr old son Adam!

Gary Duell

Financial Advisor

Duell Wealth Preservation

Gary was born in Garden City Kansas, moving with his family to Salem, Oregon at the age of 5. He graduated from Willamette University in 1974 with a double major in psychology and philosophy. There being a scarcity of philosophy jobs, Gary took a harrowing nine-month stint at Oregon State Hospital as a psychiatric security aide on the women’s maximum security unit. “One Flew Over the Cuckoo’s Nest” was filmed there during that time, which only added to the chaos. The experience prompted Gary to change careers. He graduated from Willamette U. again, in 1977, with an MBA. After 18 years with Farmers Insurance, first as an underwriter, then supervisor, and then as an agent, Gary left in 1996 due to the purchase of Farmers by British American Tobacco. In 1997 he completed the last series of courses and exams to get the Chartered Financial Consultant (ChFC) designation from The American College at Bryn Mawr PA. Now Gary provides comprehensive financial plans and the appropriate insurance and investments to implement them, continuing ethics education classes for insurance agents, as well as public seminars. He is on contract with Portland Community College’s Community Education department to provide retirement education to pre & current retirees, most notably, Social Security optimization. This is a common element of well-to-do individuals and couples: they are lifetime students. Every class has several “millionaires-next-door”. Gary served a three year term on the Clackamas County Economic Development Commission. He was Treasurer on the Clackamas Community Land Trust board of directors and helped merge the CCLT with Proud Ground, their Portland counterpart. For cutting edge information about the county visit: http://www.co.clackamas.or.us/ He is also a charter member, past President and former Treasurer of the Happy Valley Business Alliance. Gary loves what he does mostly because of the people he gets to work with. Many clients and friends have been made over the years. A majority of his time is donated to individuals and couples who can’t afford an advisor.

Young T. Tran

Financial Professional

Stewardship Financial Group

Preparing for the next step in life isn’t always easy. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself on getting to know each client to understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am the Director of Vietnamese Markets and a Managing Partner at Stewardship Financial Group. Iam currently based out of Portland, Oregon, with more than ten years of industry experience. I received an MBA from DeVry University of California in 2007 and a Bachelor of Science in Computer Information Systems in 2001 from DeVry. I am proud of achieving a place in 2018 and 2019 as a Court of the Table member of the Million Dollar Round Table – a professional financial organization. I was the top Agent worldwide for two years in a row in 2018 and 2019, the Agent of the Year from 2011 through 2019 when I was at the Knights of Columbus. I received the Life Application Leader award in 2016, Associate to Insurance Leader Award in 2014 and 2016, Disability Insurance App Leader in 2013, 2014, and 2017 and the Long-Term Care App Leader Award in 2013, 2015, and 2016. I am a Presidential Club Member of the Supreme Knights Club. I enjoy reading and jogging. I also spend much of my time involved in the local community, with Helping Hands, Coats for Kids, Global Wheelchair Mission, Habitat for Humanity, Catholic Citizenship Essay Contest, March for Life, Special Olympics, Ultrasound Program, Christian Refugee Relief, and Pregnancy Center Support.

Rogue Advisors has been providing holistic financial planning and investment management to entrepreneurs and high net-worth individuals for over 20 years. Let me help you reach your goals!

I help clients answer the financial questions that might otherwise keep them up at night. Advising on retirement, tax, risk, education, or estate planning – or all of the above through comprehensive financial planning – I help people navigate the complex and interrelated aspects of personal finance. My expertise in the securities industry, combined with my experience working with people from diverse cultures and economic backgrounds, informs my work. Prior to joining MCS Family Wealth Advisors in 2004, I was chief compliance officer and director of operations and IT at a $5B fee-only institutional fixed-income investment advisor. My career in finance began at the global headquarters of Union Bank of Switzerland (UBS) in Zurich and was followed by five years in the firm's North American headquarters in New York City.

Andy is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a financial planner for nearly 10 years. He obtained his Masters in Business Administration (MBA) in Financial Planning from California Lutheran University in 2010 and has a Bachelor of Arts from the University of Oregon. An adoring father and husband himself, Andy can relate to the ups and downs as well as triumphs and challenges that modern families experience today. When not helping clients make the most of their finances, Andy and his wife Jessica can be found cherishing their one-year-old daughter and spending time out in the Bend, OR community.

I help my clients feel confident they are on track for their goals while living a happy, balanced life. We focus on their overall wealth, which we define as not just their money but their time & energy. We help people who work in the medical field balance the stress of their career with finding wa...

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