Ron Wilkinson, CFP®, CeFT®

Evan

Evan S. Russell, CFP®, CeFT®

Stacy

Stacy L. Rerick, CFP®, CeFT®

Dave1

David Inman

Florence

Florence E. Rocks

Teresa “Teri” Meyer, CFA

Bill

Bill Leder, CFP®

Margaret

Margaret Maher

 

Liana

Liana L. Hawes, RP℠

 

Keith Johnson

 

Courtney Karella

 

 

Rachael

Rachael Schweiger, RP℠

 

 

 


    • Ron Wilkinson, CFP® CeFT®

      In practice since 1981, a Certified Financial Planner® since 1986, and a Certified Financial Transitionist® since 2014, as one of three partners of a fee-based Registered Investment Advisory firm, he helps navigate your financial transitions. Our goal, listen to our clients and create customized, strategic approaches to help them reach their life goals. As an independent financial planning firm based in Vancouver, Washingto and Portland, Oregon, we are backed by more than 36 years of experience, expertise and ability to bring structure, organization, clarity and confidence to any life changing event; it is our commitment and our passion.

      As a Certified Financial Planner® and Certified Financial Transitionist® Ron helps bridge the two sides of money – the numbers and the personal side.

      Ron has served as president, chair of the board of the Oregon Society of the Institute of Certified Financial Planners and the national education committee for the Financial Planning Association. Born in Portland, Ron, his wife, 5 children and 15 grandchildren reside in the Vancouver, Washington, and Portland, Oregon area.

      Ron is active in his community. He has taught proven financial management courses at several institutions and corporations in the Northwest as well as presentations on Behavioral Finance Issues to his peers. Ron is a member of the Financial Planning Association, Money Quotient and Sudden Money community. He is also an Certified Financial Transitionist®, where he has gained specialized training in financial transition planning, through the Sudden Money Institute (SMI).

      With a passion for giving back and helpings others to understand how to give, Ron is involved in several community programs. He has sat on the Planned Giving Advisory Council for Clackamas Community College Foundation and the University of Portland Development Department. He has also been an Allied Professional with the NW Planned Giving Roundtable, past Co-Chair of the Speakers Bureau for the Leave a Legacy effort sponsored by the NW Planned Giving Roundtable. For several years he had served on the Portland Community College Foundation Board and the Western Seminary Board. Currently he is serving as Vice-Chair of the Nehemiah Project, a non-profit teaching Biblical Entrepreneurship.

      SKILLS

      Comprehensive Life Financial Planning
      Estate Transition
      Estate and Philanthropic Planning
      Charitable Gift Plans
      Insurances – Risk Management
      Business Succession planning
      Wealth in Transition

      CURRENT PROJECTS

      Ron currently serves as Vice-Chair of the Nehemiah Project, a non-profit teaching Biblical Entrepreneurship.

      HOBBIES & INTERESTS

      Ron enjoys golfing, boating, camping, travel and weekends away with his wife of 43 years.

 


    • Evan

      Evan S. Russell, CFP® CeFT®

      Evan has been practicing comprehensive financial planning since 1981. He graduated with a Bachelor of Science in Financial and Estate Planning from Brigham Young University in 1982. Evan received his Certified Financial Planner designation in 1985, and is a trained Sudden Money Institute (SMI) and Money Quotient (MQ) Advisor

      Evan assisted in the creation and marketing of Money Tree Software, a nationally acclaimed financial planning software system. In 1986 he opened his own firm, Security First Advisors with offices in Corvallis, Eugene, Portland and Bend, Oregon.

      Evan has served as President, Chairman and Ethics VP for the Mid-Oregon Chapter of the International Association of Financial Planners. He has served locally on the board of directors for Carden Academy and Babe Ruth Baseball. He has been active in the management and sponsorship of the Boy Scouts of America. Evan is also an accomplished speaker, and has written numerous articles and been quoted in newspapers, magazines and financial publications. He was the keynote speaker at a regional preparedness fair, taught numerous wealth management courses at women’s clubs, service organizations and at Corvallis High School. Evan is goal driven and really gets his “attaboys” from his client’s successes.

      SKILLS

      Portfolio Creation and Management- Matching your required return to the least risk possible
      Inter-generational Transfers- It is all about the family (not the IRS)
      Sudden Money Counseling- Inheritance, Divorce settlements, Gifts
      Comprehensive Life/Wealth Planning- Matching your money to your reality
      Succession Planning- Business, Foundations, Charities and Families

      CURRENT PROJECTS

      Evan and his wife Julie Russell, BS, MA, MFT are writing a money/marriage and family therapy manuscript with hopes of a 2018 publication date. The book deals with “men are from numbers and women are from feelings” methodology. Chapters include; investing, risk, personal satisfaction, giving, etc.

      HOBBIES & INTERESTS

      Evan and his wife Julie live in Washougal and have four grown children and one grandchild. Evan loves to play chess, wake board and golf, and has a goal to play a number of the famous courses. Evan speaks Navajo and would like to become proficient in Spanish.

 


    • Stacy

      Stacy L. Rerick, CFP® CeFT®

      Being a third generation small business owner, Stacy was raised in a culture of working hard, setting goals and having a plan to achieve them. That culture and work ethic has carried over to all areas of her personal and professional life.

      Stacy earned her Bachelor of Arts degree in Business Administration with an emphasis in Finance from Seattle Pacific University (SPU). In addition to graduating with honors on a three-year track, she was a member of the SPU women’s basketball team that made their first Elite 8 national tournament appearance.

      Joining Security First Advisors (SFA) in 1999, she connected with the culture, integrity and teamwork that distinguish SFA. Stacy went on to obtain her Certified Financial Planner Designation, CFP ®, and became partner of the firm in 2007.

      Helping clients achieve their life goals and forming personal relationships along the way fuels Stacy’s purpose and passion as a financial planner. Change is inevitable. Whether retirement, the loss of a loved one, managing an inheritance, or selling a business, all of these life events, whether planned or sudden, have a personal and financial impact. Stacy believes both sides of the money equation, personal and financial, are equally important and equally complex. Through her specialized training and experience, Stacy gains a deep understanding of her client’s values and priorities, educates them on their choices and the impacts, and acts as a sounding board to facilitate successful life transitions.

      Stacy is a member of the Financial Planning Association and the Money Quotient community, as well as a Certified Financial Transitionist® of the Sudden Money Institute.

      Born and raised in the Northwest, Stacy is a sports and outdoors enthusiast. Some of her recent adventures with her family include the San Juan’s, exploring Yellowstone, Hawaii and trips to the beach. Stacy enjoys basketball, running, hiking and water sports. She is active in the community volunteering her time coaching youth sports, mentoring teens and helping within the schools.

 


    • Dave

      David Inman

      Dave has practiced comprehensive financial planning for over 25 years. He has instructed numerous financial workshops and seminars and enjoys giving back to the community by equipping others in money management.

      He earned his Bachelor of Science degree in Business Administration with an emphasis in Finance from the University of Oregon.

      Dave and his wife, Cheryl, live in Tigard, and have three children and two dogs. In his spare time, Dave enjoys hanging out with his family, running, golfing, and watching Duck football and basketball.

      He has also served as a coach for youth basketball teams during the last 7 years.

 


    • Florence

      Florence E. Rocks

      Florence E. Rocks has provided financial consulting for clients since 1983 and with Security First Advisors since 1998.

      Florence believes in the “Spirit of Life,” and that aspirations come before assets in financial planning.

      She has given retirement planning seminars for corporations in the Pacific Northwest. i.e. Hyster, Coca Cola, Gunderson, Boeing Portland, Ray’s Wholesale Foods, and George Fox University.

      Florence formed a women’s networking group in Portland. Also a mentoring group of ten women, all of whom owned their own businesses.

      She is a member of The Portland Art Museum, the President’s Council at George Fox University and a current board member for Oregon Mentors. She was also a former board member of the Oregon Humane Society, and member of the Multnomah Athletic Club.

      Interests are travel, outdoor activities, hiking, and biking. She is very involved with and enjoys the arts, stage, museums, and design. Florence also mentors young people.

 


    • Teresa “Teri” Meyer, CFA  

      After working over six years as a Senior VP, Portfolio Manager at U.S. Trust, Teri decided to build upon the experience of working with high net worth families in a large private banking & trust environment and recently switched gears to an independent and more personal venue where she is able to focus upon the appropriate balance of how to best serve clients.

      Teri enjoys learning a client’s “story” – being an active listener is a refined skill and truly understanding someone’s values, goals and risk appetite evolves over time. It’s rewarding to be a team member in their life journey and provide the proper perspective on financial issues and an honor to educate and coach them along the way to make choices which enable them to achieve their definition of success. Helping to craft and implement a realistic investment strategy to achieve a definitive goal is the hallmark of Teri’s work with clients.  Understanding it’s a dynamic process and knowing you have a thoughtful partner in navigating the journey is what energizes her client relationships.

      Teri brings an unusual expertise to the table from a 16-year history of institutional equity research and sales at investment banking firms, which fostered an exceptional perspective of how financial markets operate, and worked with some of the most prominent equity specialists in the country. Altogether, having over 30 years dedicated to wealth management and equity research has forged a skill-set well suited to working with our clients at Security First Advisors.

      Most recently, at U.S. Trust Teri was managing $525 million in client assets represented by private clients, irrevocable trusts and private foundations. This involved the ongoing process of evaluating unique client circumstances and managing all aspects of the customized investment decision making on their behalf.

      Teri considers herself a true Oregon native, having been raised in the Portland area and earned her B.S. degree in Economics, with honors, from Lewis & Clark College in 1984 and received the A.B. Smith Memorial Scholarship. She also served as a visiting lecturer in Economics at Lewis & Clark College in 1989. Earned the Chartered Financial Analyst (CFA) designation from the CFA Institute in 1989 and later held the NASD Series 7, 24 and 63 licenses while working at Black & Company and D. A. Davidson & Co. before joining U.S. Trust in 2010.  In 2014, Teri’s dedication and performance in building client relationships as a Portfolio Manager was recognized with the President’s Award at U.S. Trust.  She is also a former member of the Board of Directors for the Portland Society of Financial Analysts and a past member of their Investment Committee as well.

      As for personal pursuits, Teri likes to be active – preferably outdoors cycling, swimming, and gardening. If the weather isn’t cooperating, she enjoys cooking for family and friends, reading a good novel or listening to music (having departed from the path of a music major). After raising two sons, Teri has also been active in helping raise funds for the Children’s Center, a child abuse intervention center serving Clackamas County – in response to how vulnerable children are in her own backyard.

 


    • Bill

      Bill Leder, CFP®

      EXPERIENCE

      Bill Leder has been helping people with their financial plans for over 18 years. While this is a field that involves finance, numbers, math, etc., it is the interactions and relationships built with people that he enjoys the most. In many ways, he says, our financial behavior is just as important as the charts, graphs, and numbers that make up a successful financial plan. Bill holds the Certified Financial Planner™ (CFP®) designation and the Series 66 securities license. He is a long-time member of the Financial Planning Association. He is an Investment Advisor Representative with Security First Advisors, a Registered Investment Advisory firm.

      EDUCATION

      Following two years of voluntary church service in Australia, Bill received an Associate’s Degree from Brigham Young University – Idaho. He then transferred to Oregon State University, graduating with a degree in Finance and Speech Communication.

      PERSONAL

      Bill and his wife Dori have been married for 23 years. They are amazed at how quickly time seems to fly by! They have six fun children, ranging is ages from 21 to 3 years old. Bill is a faithful Beaver alumnus who loves to see them succeed at anything. He also spent six years as an OSAA High School wrestling referee where he learned to take much abuse from excited fans.

 


  • Margaret

    Margaret Maher

    Margaret joined Security First Advisors in 2004 and has worked in the Financial Services Industry since 1998. Margaret’s responsibilities include directing operations, managing staff, and technical support.

    She graduated with a Bachelor of Arts in English from the University of Georgia.

    Margaret and her husband Mike live in Southwest Portland. In her free time Margaret enjoys running, hiking, and photography.

 


  • Liana

    Liana L. Hawes, RP℠

    Liana joined Security First Advisors June 2008 and has over 11 years in the Financial Planning industry.

    Liana graduated with a Bachelor of Science in Business and Management from Marylhurst University in 1999 Summa Cum Laude. She received her Registered Paraplanner designation from the College of Financial Planning in June 2004.

    Liana’s responsibilities include operations, client service and communication, account processing, quality control and special projects.

    Liana lives with her daughter, Kaylee, in Gresham, Oregon. In her spare time she enjoys walking, reading and golfing.

 


  • Keith

    Keith Johnson

    Keith is a client relationship manager and executive assistant for Dave Inman. He has over 5 years experience in the financial services industry, and currently holds his Series 6 and Series 66 licenses. He enjoys helping people with financial matters as they navigate life’s twists and turns.

    Keith obtained degrees from George Fox University and Princeton Theological Seminary. Throughout his life, he has participated in charitable service locally and globally, including the Dominican Republic, Brazil, and Kenya. These experiences have shaped his perspective on life, relationships, and contentment.

    Keith and his wife, Jen, live in North Portland with their two daughters, and two sons. In his spare time, he likes spending quality moments with family and friends, playing and watching sports, finding adventures in the outdoors, or volunteering to help someone in need.

 


  • Courtney Karella

    Courtney was born and raised in Anchorage, Alaska. She moved to Oregon in 2000 to attend Pacific University in Forest Grove where she majored in Business Administration, and minored in Music Performance and Spanish.

    After college, she moved back to Alaska for a few years before briefly living in Albuquerque, New Mexico. She came back to Oregon in June 2014.

    She has a background in home and auto insurance, as well as experience in sales.

 


  • Rachael

    Rachael Schweiger, RP℠

    Rachael joined Security First Advisors in 2012 and is a Client Service Specialist for the team supporting all partners in the firm.

    Her current responsibilities include client service and communication, account paperwork processing, quality control and special projects.

    Before joining SFA Rachael spent several years in the accounting industry and devoted philanthropic efforts in international education throughout Africa. Rachael holds a Bachelor of Arts from Washington State University in which she double majored in Law and Accounting with a minor in Economics and has Ph.D in Humanities and Communication from Kayiwa International University, Africa. Recently, Rachael received her Registered Paraplanner designation from the College of Financial Planning.

    In her spare time, Rachael enjoys spending time with family and friends, travelling, reading and participating in various sporting activities.

     

BACK TO TOP