RON WILKINSON, CFP® CeFT®
As a founding partner and in practice since 1981, Ron is a Certified Financial Planner® since 1986, and a Certified Financial Transitionist® since 2014. As a Certified Financial Planner® and Certified Financial Transitionist®, Ron helps bridge the two sides of money - the numbers and the personal side.
He is one of three partners of our fee-based Registered Investment Advisory firm, and helps navigate clients’ financial transitions. We do this by listening to our clients, and creating customized, strategic approaches, while we strive to help them reach their life goals.
Ron has also served as President, Chair of the Board of the Oregon Society of the Institute of Certified Financial Planners, and is on the National Education Committee for the Financial Planning Association. 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.
As an independent financial planning firm based in Vancouver, Washington, and Portland, Oregon, Security First Advisors is 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.
Ron is active in his community. With a passion for giving back and helpings others to understand how to give, Ron has been involved in several community programs. He 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, and past Co-Chair of the Speakers Bureau for the Leave a Legacy effort sponsored by the NW Planned Giving Roundtable. For several years, he served on the Portland Community College Foundation Board and the Western Seminary Board. Currently, he serves as Vice-Chair of the Nehemiah Project, a non-profit teaching Biblical Entrepreneurship.
Born in Portland Oregon, Ron enjoys golfing, boating, camping, travel, and weekends away with his wife of 43 years. They have 5 children, and 15 grandchildren and all reside in the Vancouver, Washington, and Portland, Oregon area.
Evan Russell, CFP® CeFT®
Evan is the Founder and President of Security First Advisors. He grew the firm to 24 in-house representatives, hired, inspired, managed, and when necessary, fired them. He also holds the distinction of Chief Compliance Officer and OSJ (Officer of Supervisory Jurisdiction). In 1986, he opened offices in Corvallis, Eugene, Portland, and Bend, Oregon.
Evan’s skills include Portfolio Creation and Management; Inter-generational Transfers; Sudden Money Counseling - Inheritance, Divorce settlements, Gifts; Comprehensive Life/Wealth Planning; Succession Planning - Business, Foundations, Charities, and Families.
Practicing comprehensive financial planning since 1981, he graduated with a Bachelor of Science degree 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.
Evan has served as President, Chairman, and Ethics VP for the Mid-Oregon Chapter of the International Association of Financial Planners. An accomplished speaker, Evan has written numerous articles and has 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 various area high schools. Evan is goal driven and gets his “attaboys” from his clients’ successes.
Evan and his wife, Julie, BS, MA, LMFT are writing a money/marriage and family therapy manuscript scheduled for 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. 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 and Julie live in Washougal and have four grown children and one grandchild. Evan loves to play chess, wakeboard, and golf - he has a goal to play a number of the famous courses. Evan speaks Navajo and would like to become proficient in Spanish.
Stacy Rerick, CFP® CeFT®
Joining Security First Advisors in 1999, Stacy connected with the culture, integrity, and teamwork that distinguish SFA. Stacy went on to obtain her Certified Financial Planner Designation, CFP® and became a partner of the firm in 2007. Educating, empowering, and helping clients through major life events fuels Stacy’s purpose and passion as a financial planner. The depth of this work leads to long-lasting relationships, and, often, relationships with multiple generations within the same family, which is deeply rewarding to Stacy. Stacy is a member of the Financial Planning Association and the Money Quotient community, as well as a Certified Financial Transitionist, CeFT® of the Sudden Money Institute.
Stacy’s expertise is in life events such as career change, retirement transition, losing a loved one, managing an inheritance, and selling a business. Whether planned or unexpected, a major life change is often overwhelming and stressful. Through her specialized training and experience, Stacy provides choices and helps prioritize them and, ultimately, creates a plan to navigate that change. Understanding client’s values and priorities, educating on choices and the impacts, and acting as a sounding board are all components of a successful life transition.
A third-generation small business owner, Stacy was raised in a culture of working hard, setting goals, and creating 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. 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. Born and raised in the Northwest, Stacy is a sports and outdoors enthusiast. Some of her favorite adventures include exploring the San Juan Islands and National Parks, as well as trips to Hawaii and the Oregon coast. Stacy enjoys basketball, running, hiking and water sports. She is active in the community volunteering her time to coach youth sports, mentoring teens and helping within the schools.
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, one granddaughter, 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.
Teresa (Teri) Meyer, CFA®
Teri joined Security First Advisors as an Investment Advisor on July 1, 2017. Earlier, she had been working for more than six years as a Senior VP, Portfolio Manager at U.S. Trust, where she managed $525 million in client assets represented by private clients, irrevocable trusts and private foundations. This involved her ongoing process of evaluating unique client circumstances and managing all aspects of the customized investment decision-making on their behalf.
Teri brings an unusual expertise to the table from her 16-year history of institutional equity research and sales at investment banking firms. Having worked with some of the most prominent equity specialists in the country, Teri fostered an exceptional perspective of how financial markets operate. Overall, having more than 30 years dedicated to wealth management and equity research helped her forge a skill set well-suited to working with clients here at Security First Advisors.
She 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, her dedication and performance in building client relationships as a Portfolio Manager was recognized with the President’s Award at U.S. Trust. Teri 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.
Early on, Teri decided to build on the experience of working with high net worth families in a large private banking and trust environment, and recently switched gears to an independent and more personal venue. She is now able to focus on the appropriate balance of how to best serve clients.
She enjoys learning a client’s “story” by being an active listener (which is a refined skill) and truly understanding how someone’s values, goals, and risk appetite evolves over time. Teri believes it is rewarding to be a team member in a client’s life journey and provide the proper perspective on financial issues. She also considers it an honor to educate and coach them along the way to make choices which enable them to achieve their definition of success.
Teri considers herself a true Oregon native, having been raised in the Portland area. She 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. As for personal pursuits, she likes to be active – cycling, swimming, and gardening. If the weather isn’t cooperating, Teri 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, she 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 their own backyard.
Bill Leder, CFP®
Bill 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.
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.
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.
Louis D. Solly, CFP®
Louis Solly is a licensed Certified Financial Planner® practitioner with nearly 30 years of experience in providing personal financial planning. He joined the firm in 2017 as an Associate Advisor and services clients on a daily basis. Lou mentors the staff and improves systems to create a consistent client experience.
In 1997, he established his own independent financial planning practice. In response to client demands, Lou expanded his practice to include fee-based investment management, helping clients reach their goals with a balanced portfolio specifically designed to match their goals and tolerance for risk. Prior to this, he was a Planner and Analyst for American Express Financial Advisors, and provided expert advice and training to hundreds of advisors throughout the Northwest, earning that firm's coveted Premier Performer award for outstanding service. Lou is excited to bring his knowledge and experience back to Security First Advisors, a progressive firm dedicated to fulfilling its fiduciary duty to put the needs of clients first.
Lou’s professional affiliations have included the Financial Planning Association and the National Association of Personal Financial Advisors. He was selected by the Consumers’ Research Council of America as one of “America’s Best Financial Planners” for 2005-2006. He has taught numerous CFP® candidates as an adjunct faculty member of the College for Financial Planning. Lou has also developed, and conducted financial planning seminars and workshops for a variety of businesses and community organizations. He has a Bachelor's degree in Education, and his love for teaching has continued throughout his personal and professional life. In his financial planning consultations, his goal is to ensure his clients leave each meeting with more knowledge and an improved ability to make financial decisions that will improve their lives.
Lou is active in the community. He is an Eagle Scout and a member of the National Eagle Scout Association. He has been a Vice-Chair and Director of the North Clackamas County Chamber of Commerce and was honored with the President’s Award in 2001 for his work on the Chamber’s Strategic Planning Task Force. Current volunteer activities include teaching Composting Workshops through Clark County’s Master Composter/Recycler program, and doing trail maintenance with the Washington Trails Association and the Pacific Crest Trail Association.
Lou and his wife Amy currently live in Camas, Washington. During his free time, Lou enjoys spending time with his family, brewing beer, gardening (including growing hops for his beer), camping and backpacking.
Rachael joined Security First Advisors in 2012 as a Client Service Specialist supporting the partners in the firm by providing client service, account processing, quality control, and working on special projects. Rachael’s passion involves helping others, and providing “Raving Fan” service to all clients. She is a detail-oriented, conscientious worker with great communication skills and followthrough. This led to her career advancement as she obtained her Registered ParaPlanner(SM) designation. She has since continued achieving her career goals and is a welcome addition as a Financial Advisor for our firm.
Rachael is excited about helping clients reach their financial goals and dreams, and she does this through preparation, planning, and financial strategies. She enjoys building strong, trusting relationships with clients and offering support during any life transitions they may face.
Before joining SFA, Rachael graduated with honors in three short years from Washington State University with a double major in Law and Accounting, and a minor in Economics. She also has 12 years of experience using her educational background in Accounting and Finance. Rachael spent several years devoted to philanthropic efforts in international education throughout Africa and received an Honorary Ph.D. in Humanities and Communication from Kayiwa International University, Africa.
In her spare time, Rachael loves spending time with her family especially making memories with her four sons who are all involved in various sports including baseball, wrestling, soccer, and track. She also enjoys watching her boys’ sporting events, reading, baking, and traveling.
Margaret is Operations/Office Manager, having joined Security First Advisors in 2004. Working in the financial services industry since 1998, Margaret loves learning new things and utilizing strategy and planning to help others be successful in their work. Says Margaret, “We have built a great team and it is fun to see people thrive and learn from one another.”
She is responsible for managing and coaching staff, overseeing finances and accounting, and coordinating IT system upgrades. In addition, Margaret controls HR and its many processes as well as building maintenance and operations.
On a personal level, Margaret is an avid runner and loves to be outside. She has run one marathon and loves to travel across the Northwest and explore the outdoors via hiking, photography or just walking her two dogs. When she is not in the Northwest, she often travels home to Georgia to visit her immediate and extended family.
Margaret has an English Degree from the University of Georgia.
Liana Hawes, RP℠
Liana joined Security First Advisors June 2008, and has more than 18 years of experience in the financial planning and wealth management industry. She is a Registered Paraplanner and Liana’s responsibilities include operations, client service and communication, account processing, quality control, and she thrives on being given special projects and research tasks. She particularly enjoys helping clients with their day-to-day inquiries and requests. Liana’s attention to detail makes her a valuable asset to the firm. Her quick wit and sense of humor are often valuable in defusing stressful situations.
She was formerly the Operations Manager for CMC Advisors for nine years prior to joining SFA.
Liana graduated Summa Cum Laude with a Bachelor of Science Degree in Business and Management, minoring in Organizational Communication, from Marylhurst University in 1999. She received her Registered Paraplanner designation from the College of Financial Planning in June 2004.
Living in SE Portland, Liana has two daughters and two grandchildren that she adores. In her spare time, she enjoys gathering with friends and family, walking, golfing, reading, and hanging out around a campfire discussing the joys and challenges of everyday life. Long walks on the beach, digging her toes in the sand, and marveling at the vastness of the ocean and the life it contains give Liana a special thrill.
She derives a great deal of pleasure working with landscaping and interior design. Liana’s yard is the envy of all her neighbors, who frequently ask for her advice in design work and various plant materials.
Courtney began her career with Security First Advisors in 2014 as the receptionist, and five months later moved into her Client Services Specialist support role where she splits her time with Teri Meyer and other SFA Advisors. She joined SFA as she wanted to enjoy her work, and feel like she was making a difference in people’s lives.
Born and raised in Anchorage, Alaska, Courtney moved to Forest Grove, OR in 2000 to attend college at Pacific University. She chose the Pacific Northwest because it’s close to home, and she loved the small community feel of Pacific.
She graduated from Pacific University with a B.A. in Business Administration focusing on management. She also minored in Music Performance, and Spanish. She was the flute soloist in Pacific’s Wind Ensemble.
After college, Courtney moved around a bit getting a feel for where she wanted to put down roots. She spent some time back home in Alaska working in the automobile insurance industry with GEICO. She also lived in Albuquerque, NM working in upper management of a locally owned furniture store chain. While New Mexico was a fun adventure, the ocean was calling. She decided to move back to the Pacific Northwest in 2014 when she started working with SFA.
Courtney enjoys day trips to the beach, hitting the gym before work, and spending time with her family and friends in the area.
Kameron is a Client Services Representative and joined the firm in January of 2017. Some of his responsibilities include assisting with client transfers, distributions, contributions and general client concerns or inquiries. He began his work at Security First advisors after overseeing patient accounts and servicing at Kaiser Permanente. Kameron deeply enjoys helping people understand and deal with the financial side of healthcare, particularly after all of the changes in that sphere that came after the Affordable Healthcare Act.
Having been in customer service for ten years, and financial services for four years, he became intrigued by the world of financial planning by watching his father as he was growing up. Kameron said that his father had a passion and a connection with people that he always envied and wanted to emulate. In watching him do business, Kameron learned a lot about how he would like to help people work their way through the labyrinth that can be financial management.
He also wanted to work with his dad, one of the founding partners at SFA and has found him to be a wonderful example and mentor for his future work life. Kameron loves helping people work through complicated problems and situations, and finds it highly rewarding to see the relief on people’s faces and the light of understanding light up behind their eyes when financial challenges are solved. His passion is technology, and helping make clients’ dreams achievable by leveraging the technology at the firm is a pure joy. Kameron has been honored to receive many customer service accolades in the financial services industry.
On a personal level, Kameron spends time at his wife’s family farm, helping in the garden, teaching his children how to grow and process their own food. They have a very close community group associated with their church and a very tight-knit school community where his wife is a teacher. Through their family garden, they have close ties with the local food banks and the elderly food assistance programs with their children’s school. Their church is also very involved with Oregon DHS, and Kameron and his wife are particularly passionate about supporting children in sensitive situations. Kameron would love to leave a legacy of compassion and self-sacrifice to his children as he likes to spend his life supporting and strengthening his family, friends, and community.
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.
Cassy is the newest member of Inman Financial, joining the team in June 2016. She enters the financial services world with a background in the telecommunications and energy industries. At IFS, Cassy facilitates account transactions, maintains client records, and provides essential administrative support. She excels at creating innovative solutions and finding more efficient ways to serve our clients.
Born and raised in the former Panama Canal Zone, Cassy holds a Bachelor of Arts degree in psychology from Yale University, and a Master of International Management in marketing from the American Graduate School of International Management (now Thunderbird School of Global Management.)
She has worked for The Gillette Company in Panama, Rogers Cablesystems in Texas, and Pacificorp in Oregon. After the birth of her first child, Cassy chose to be a stay-at-home mom. In time, she became an active parent volunteer at school, as well as a part-time instructional assistant for the Tigard-Tualatin School District. In addition to reading, traveling, and tutoring beginning learners of English and Spanish, Cassy enjoys taking time with her husband to explore Oregon wine country, and root for the Ducks at University of Oregon football games.