541-757-7701 [email protected]

Our Team

Our Founders & Managing Partners

Michael W. Gray

Co-Founder and Managing Partner

C. Travis Gray

CERTIFIED FINANCIAL PLANNER®, Co-Founder and Managing Partner

Kerry L. Dyer

Co-Founder and Managing Partner

Our Financial Consultants

Nathan P. Graff

Financial Consultant

Katy McLeod

Financial Consultant

Ron Cornelison

Financial Consultant

Our Operations & Client Support Staff

Robyn Weber

Operations Manager

Sarah Foster

Administrative Coordinator

Dustin Farnsworth

Administrative Coordinator

Emily Hamilton

Administrative Coordinator

Interested In Working With Us?

Ready to make an impact on the lives of clients? Join us on a journey of growth, collaboration, and unparalleled success!