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Julie Johnson

Branch Office Manager, Investment Advisor Representative

W: 503-684-4010, x715
M: 503-201-6815
F: 503-670-7288
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7421 SW Bridgeport Rd.
Suite H-225C
Portland, OR 97224

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How will you protect your family financially and prepare for your future? Where do you start? Let’s find those answers together.

Create Your Strategy

The time to start building your future is now. Let’s get together to discover how to get to where you want to be.

Be a Part of Our Team

Once you have a financial strategy for your future, why not share it with others while building your business?

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Why I’m a Financial Professional and What Drives Me

Our mission is to bring products and services, once available only to the wealthy, to all Americans. We provide opportunities for financial independence to everyone, no matter their current financial situation. It's a crusade that inspires me, and my colleagues, each and every day to pursue our vision of serving those who trust us to help them with their finances. We also pride ourselves in giving people from all walks of life the opportunity to become not only a client, but also a business owner, should they wish to help us carry out our mission and vision.

There are two primary ways I hope to assist with your financial future.

By helping you reach your personal financial goals for yourself, your family, and your future.

How much money will you need to live the way you do now when you're retired – or to provide for your family if you lost your income tomorrow? Confronting questions like these doesn't have to be scary. With knowledge, strategy, and action, we can work together to help you reach your goals and pursue a future of financial independence.

By helping you build a business as a financial professional.

If you had the opportunity to be your own boss and build your future by helping others work towards financial independence without quitting your current job, how long would you wait? Not only will I show you how – I’ll help you do it.

Visit Our Office

7421 SW Bridgeport Rd.
Suite H-225C
Portland, OR 97224

Get Directions