Guinevere Johnson

Financial Coach and Investment Advisor
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Guinevere is the Founder and Principle Officer of True Wealth Strategies Co., a values-based wealth management firm. Working closely with a unique network of highly qualified Advisory Members, her firm offers customized investments, as well as client-focused coaching and advice for businesses, individuals, and families. A frequent lecturer, Guinevere also conducts seminars and workshops on asset management, philanthropy and spiritual balance throughout the Western United States.

Prior to founding True Wealth Advisory Group, she worked for a number of years in a traditional securities brokerage setting. It was through her work as a broker/planner that Guinevere developed her deep concern for the investor-client, she found the firm and their self-serving tactics were hurting her investors rather than helping them.

Mark Matson

Financial Coach and Advisor
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Mark Matson is the founder and CEO of Matson Money, a Cincinnati-based investment advisor firm managing over $2.2 billion (as of 30-SEP-2009) for investors nationwide. Mark’s success in business can be attributed to his unique talent for bringing together complex investing issues and solid, down-to-earth values that make sense to people on a gut level.

Since he was a young boy, Mark wanted to be just like his father, Joe. Joe built a successful financial planning practice and helped many people plan and save for a healthy retirement. After Graduating from Miami University at Oxford, Ohio in 1986 with degrees in both Finance and Accounting, Mark joined his Dad’s financial practice ready to provide his clients with the same confidence and success that he had seen his father deliver.

Doug Andrew

Wealth Strategist

Douglas R. Andrew has extensive experience in business management, economics, accounting, gerontology (as it relates to the economics of aging), financial and estate planning, and advanced business and tax planning. He is currently the owner and president of Paramount Financial Services, Inc., a comprehensive personal and business financial planning firm with several divisions. Doug helps people find their missed fortune using his asset optimization, equity management, and wealth empowerment strategies. His first two books, Missed Fortune and Missed Fortune 101, are national bestsellers. The Last Chance Millionaire became a New York Times bestseller in 2007. His newest book, Millionaire by Thirty, written with his two sons, Aaron and Emron Andrew, was released in May of 2008.

Marv Neumann

CPA

Marv is a practicing CPA in Salt Lake City. After receiving his bachelor’s and master’s degree from the University of Utah, Marv joined a (then) big eight CPA firm in Los Angeles. He later relocated to Salt Lake City and worked for Arthur Young (now Ernst & Young). After working two years in private industry, Marv started his own CPA firm 27 years ago. He has had much experience in real estate and land development, retail, and professional clients and is primarily involved in planning and tax preparation for individuals, partnerships and cooperation.

Eden Rose Brown

Attorney & Estate Planning
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Attorney Eden Rose Brown is dedicated to providing comprehensive, highly personalized counsel in wealth preservation strategies, family legacy design, and estate, tax and charitable planning.

As the firm’s founder, she holds the highest standard of client services, scholarship and lawyer accessibility. She serves her clients by first listening closely to their goals, dreams and concerns. She then works with her clients to develop superior plans that reflect the clients’ own unique situations, while putting her knowledge and experience to work for their benefit.

Eden Rose is committed to helping her clients understand that the foundation of estate planning is not just saving tax dollars, but also appreciating the value of planning for themselves and their loved ones.

Wendy Adkisson

Principal Broker, ABR, CRB
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Wendy has earned certification by the National Assn. of Realtors as an Accredited Buyer Representative (ABR) and Certified Real Estate Brokerage Manager (CRB). Active in the Central Oregon Assn. of Realtors, Wendy was president in 2001 and was named Realtor of the Year in 2003. She has been a COAR director since 1994 and is a member of the association’s Professional Standards and Grievance Committee as well as a COAR educator.

Kent Neumann

Senior Loan Consultant/Owner Serving Central Oregon
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Kent has lived in Bend since 1994. With a degree in Finance, he has worked for large banks for over twelve years as a real estate loan officer. Through innovative wealth building strategies Kent now owns 30 rental units, including an apartment complex, several homes and commercial property as well. He has also developed multiple subdivisions. Currently he is developing a 32 unit condominium complex on Bend’s West side and a Express Car wash on the North end of Redmond.

Michelle McKinnon

Client Concierge

Michelle joined the True Wealth Advisory Group as Client Concierge in 2010. She has an extensive background in outstanding customer service as well as excellent organizational skills and attention to detail.

Eric King

CFP

Eric’s interest in finance and business peaked while studying at Brigham Young University. He returned to Oregon and started his own financial planning practice in Corvallis Oregon in 2003 where he serves both the public and private sectors.

Eric specializes in helping individuals and small businesses establish financial plans that will help them achieve their goals. He is passionate about helping to educate his clients about their options. His expertise is in retirement planning and income distribution. He has held the accreditation of Certified Financial Planner since 2006. In his pursuit to best serve clients he became a Certified Missed Fortune Advisor which provides a dynamic approach that complements a more traditional financial plan. His unique ability to provide clients with proven strategies to meet their varied goals has been the reason for his success.