Broker Check

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

(971) 222-3610

(503) 616-7480

Jon@LawrydeFreitas.com

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...

Read more

W. Nick de Freitas, BFA™

Co-Founder

(971) 222-3610

(503) 616-7480

nick@lawrydefreitas.com

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...

Read more
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us