Your Financial Team

Your financial team is dedicated to providing you with exemplary customer service, innovative solutions, and a long lasting relationship to turn to as life changes. We believe this will give you the ownership in the strategies we formulate together, to allow you to feel comfortable in taking action to meet your financial goals.

Jon D. Lawry, CFP®, RICP®, BFA™ - Co-Founder

Jon grew up in Keizer, OR and graduated from Oregon State University.  While at OSU Jon studied Business and Engineering, and ultimately received his Bachelor's degree in Business and minor in Engineering. 

Jon has been in the financial services industry since 2003.  Early on his primary focus was a career path towards recruiting and leadership.   In 2010 Jon decided to step away from leadership and focus on building and maintaining his client relationships in financial planning.  Jon understands through his personal life experience the importance of a financial plan.  He's received the Retirement Income Certified Professional (RICP®), Behavioral Financial Advisor (BFA™) and CERTIFIED FINANCIAL PLANNER professional designations.

Jon lives in Portland, OR with his wife Azla, kids Jack (12) and Maddie (10), and their dog Finn.  Jon and his family are members at Oswego Lake Country Club.
 

W. Nick de Freitas, BFA™Co-Founder

Nick is a lifetime resident of Portland, Oregon, and a graduate of Western Oregon University. While at WOU, he studied Accounting and Economics, participating in the school's basketball program in his spare time.

Before entering the financial services industry, Nick worked as a Police Officer with the Portland Police Bureau. It was this drive to help people that naturally led him to become a financial planner.

In May of 2009, Nick lost his daughter Sophia, on the day of her birth. Through this experience, Nick has learned the importance of planning for the future. While you cannot change the events that occur, with proper planning and preparation, you can alter the overall impact they have on your life moving forward. 

Nick earned his Behavioral Financial Advisor (BFA™) designation and is currently enrolled in the Certified Financial Planner (CFP®) program with the American College. He resides in Happy Valley with his wife Carrie, son Walt, and dog Rylee. 

Virginia Rice -  Oregon Notary Public - Sales Assistant 

Virginia was born and raised in Hillsboro, Oregon. She graduated from the University of Oregon, studying Journalism with a focus in electronic media and a minor in Theater. While at U of O, she was also the Co-Founder/Executive Producer of the student television program DuckTV.

Before joining the team in the fall of 2016, Virginia worked in a variety of client-focused service positions. It was a desire for purpose and meaningful relationships that led her to the financial world.

During her senior year of High School, Virginia had a sudden genetic-caused liver failure that resulted in her receiving a transplant. She uses that experience to fuel a constant desire for adventure in life. When not at the office, you can usually find her baking, crafting, or camping across the pacific northwest.

Virginia currently lives in Carlton with her husband Troy and their cats Chip and Somer.

Michael BinnsCFP® - Financial Advisor 

Mike was born in Newport, Oregon and has spent most of his life in Oregon. He attended the University of Oregon, however, received his degree in Industrial Technology from The State University of New York College at Buffalo.

He began working at Northwest Marine Iron Works in Portland as a purchasing agent. In 1983 Mike decided on a career change and went to work for IDS as a financial advisor. IDS was soon acquired by American Express, and in 2001 Mike was given the opportunity to join Securities America.

Mike earned his CFP designation in 1992 and continues to serve clients in many states throughout the country. He has lived in Bend for the last 22 years.