Running a successful financial firm is truly a group effort. At McGee Wealth Management, we have established a team of skilled professionals to support our comprehensive wealth management services and provide an exceptional client experience. The MWM Professional Team champions client relationships by coordinating planning and service needs with their advisors to ensure a stellar client experience. Like a concierge, they are a primary point of contact. They provide meeting documentation, implementation and follow-up, and manage various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits. They also assist with financial planning software to help clients with accessing and updating their accounts and financial information. In short, they guide all aspects of the MWM process.
Theresa is a key member of the MWM Investment Management Team, assists the Chief Compliance Officer, and leads the Operations Committee. Her role includes managing the securities trading desk, and overseeing client portfolio reporting and record management. She communicates with clients’ tax preparers on their behalf. Theresa provides exceptional and timely service to clients, and assists them in referencing past records and investment information. She holds Series 7, 66 and 24 securities licenses.
Travis helps clients achieve their financial goals through MWM’s comprehensive and collaborative financial planning process. He communicates with clients on the status of their financial plan. Through this process, Travis supports the lead advisor gather appropriate data, model scenarios, develop recommendations, and track progress through time.
Travis graduated from Oregon State University with a focus in finance, healthcare management and policy, and international business. He holds Series 7 and 66 securities licenses and Oregon life and health insurance licenses. He earned the Chartered Retirement Planning Counselor (CRPC®) designation in 2016.
Branch Professional (RJFS)
Josy Ball is McGee Wealth Management's office manager and a key member of the firm's Executive Team. With more than two decades of management and operations experience in broadcast journalism and media, Josy brings her valuable business development, operations, and administration skills to our firm. She coordinates team development, operational effectiveness, communications and relationship development, and supports client service processes.
Josy augments her role at MWM by attending the University of Portland, Pamplin School of Business.
In keeping with our firm's commitment to give back to the community, she is a Domestic Violence Support Group Facilitator and conducts courses in personal budgeting, debt relief, and saving strategies.
Josy resides in Portland, Oregon and enjoys spending time with her daughter and twin grandchildren.
Carolyn responds to client service requests and manages client care. She also performs various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits.
Shawna schedules meetings and assists with client outreach, as well as plays a supporting role for the MWM advisory team.
Joel supports marketing efforts through research in marketing strategies and execution of client facing activities and plays an integral role in the development of a custom and comprehensive communications management database. He contributes to the client service operations and communications, through review preparation, data entry for financial planning in the McGee Wealth Management System and Raymond James, and data report generation for clients and advisors.
Joel grew up in Portland and attended George Fox University where he graduated with a focus in marketing and finance, while also playing on the men's soccer team. Joel will be continuing his education in financial services.
Ashley leads McGee Wealth Management’s marketing and communications efforts by implementing branding strategies, planning and executing events, facilitating the firm’s communications and processes, and developing relationships with clients and community leaders. Ashley takes pride in ensuring that clients feel connected to their financial lives with help from her efforts. She also coordinates MWM’s philanthropic outreach and initiated a company-wide effort to take part in community charities.
Every business needs an Erin, someone to keep our office running smoothly and someone who can do almost anything. She supports IT and facilities management, and assists with client service and electronic records. She is also assigned to special projects and personally assists the executive team. She helps familiarize clients with financial services technology, such as the MWM System and Raymond James Investor Access.
Brittani manages electronic client records and plays a key role in preparing for client reviews and planning meetings. She applies her attention to detail when organizing and retrieving documents for our clients and advisors, ensuring that records are maintained and easily accessible. Brittani has helped McGee Wealth Management transition from paper filing to electronic recordkeeping, resulting in increased efficiency in our office.