Conrad Pearson and Team

 

Conrad Pearson

Owner / Osaic Wealth Registered Representative

Phone: 503-670-0500
Fax: 503-670-0501
E-mail: cpearson@pearsonfinancial.com

 


Conrad completed his studies at Portland State University earning a Bachelor of Arts degree in Political Science with a minor in Middle East Studies.  He did additional graduate work at Johns Hopkins University School of Advanced International Studies giving him the tools for providing risk analysis for Fortune 500 companies.  For the past 35 years, Conrad has provided comprehensive personalized guidance to those looking for someone to assist them charting their personal and/or professional financial waters.   

Conrad’s personal time is spent enjoying his family and looking for opportunities to better his community.  He is a member of the Planned Giving Council for OHSU Foundation.  Conrad served as President of the Tigard Rotary from 1989-1990, and is currently serving as Program Chairperson for Tigard Rotary.  Conrad’s current community involvement also includes the establishment of a foundation through which he plans to continue his mission to better the lives of children and families. 

Registrations held through Osaic Wealth, Inc.:

S65      Uniform Investment Adviser Law Examination

S63      Uniform Securities Agent State Law Examination

S7        General Securities Representative Examination

S51      Municipal Fund Securities Principal Examination

S24      General Securities Principal Examination

 

 


 

 

F. Chris Scheller

Osaic Wealth Registered Representative

Phone: 503-670-0500
Fax: 503-670-0501
E-mail: chriss@schellerfinancialservices.com 

 


Chris is a graduate of Pacific University with a Bachelor’s degree in Business and is President and founder of Scheller Financial Services, Inc.  He is an Investment Advisor Representative with Osaic Wealth, Inc.  Chris is a licensed agent for insurance products for Life, Health and Disability in the state of Oregon as a resident and other states as well as a non-resident.  Chris has been licensed in the securities and insurance’s industry since 1982 and is providing investment advisory and financial planning services to people primarily located in Oregon but also he has clients throughout the United States. 

Chris began a real estate career in 1976 as a real estate agent (now called broker) with The Bill Snyder Company, Realtors and was active in that capacity providing his services for personal homes sales; commercial leasing; timber property sales; major and minor land partitions and apartment condo conversions in addition to assisting others in various land development projects.  In 1982 he included the sales of securities products to his clientele through the method of personal financial planning.  In 1990 he founded Scheller Financial Services.  In 1994 Chris created and founded a mortgage company, Scheller Hess-Yoder and Associates aka Advanced Mortgage Resources which he subsequently sold about the year 2000.  Chris still manages accounts as an Investment Advisor Representative with Osaic Wealth, Inc..

On a personal note, Chris served as the Principal Timpanist for nearly 24 years with the Beaverton Chamber Symphony.  Chris and his wife Kathy live in Tualatin, Oregon and raise two varieties of wine grapes.  Other designations and interests include being a licensed pilot, (Single Engine-Land as well as Rotorcraft-Helicopter); licensed advanced scuba diver (PADI certified); amateur history buff with a focus on American history (American Civil War) as well as general interests in physics, science and archeology. 

Registrations held through Osaic Wealth, Inc.:

S65      Uniform Investment Adviser Law Examination

S63      Uniform Securities Agent State Law Examination

S7        General Securities Representative Examination

S62      Corporate Securities Limited Representative Examination

S6        Investment Company Products/Variable Contracts Representative Examination

S53      Municipal Securities Principal Examination

S24      General Securities Principal Examination

Scheller Financial Services and Pearson Financial Group are not affiliated.

 


 

Jerry Tucker

Branch Manager/Osaic Wealth Registered Representative

Phone: 503-670-0500
Fax: 503-670-0501
E-mail: jtucker@pearsonfinancial.com

 


Jerry Tucker has over 30 years of experience as a Financial Advisor and Securities Principal, obtaining his BA, Magna Cum Laude from Pepperdine University and his Masters from UCLA.  He was a principal with TriQuest Securities in California and represented two Life Insurance Broker Dealers in Oregon before joining Pearson Financial Group.  He examines trading and investment cycles.  

Jerry and his wife live in Tualatin, have three children, and enjoy participating in all their grandchildren's extra-curricular activities.  He and his wife are active in their church, Southwest Church of Christ in Tigard, various civic and community organizations including Medical Teams International, Oregon Right To Life, Kiwanis and the VFW Auxiliary in Tualatin.  Jerry also enjoys attending off-road racing events on the West Coast and Baja, California. 

Registrations held through Osaic Wealth, Inc:

S63      Uniform State Law Agent Examination

S65      Uniform Investment Adviser Law Examination

S7        General Securities Representative Examination

S24      General Securities Principal Exam

 


 

John Cook, CPA

Osaic Wealth Financial Advisor

Phone: 503-670-0500
Fax: 503-670-0501
E-mail: jcook@pearsonfinancial.com

 


John became interested in Wealth Management and Financial Planning while studying at Oregon State University.  He has a degree in Business with a concentration in Finance.  After school John obtained his CPA license and began working in local accounting firms for ten years.  Then he started his own accounting practice in 1993.  In 2001, when the State of Oregon changed their laws to allow CPA’s to be investment advisor representatives, John became Series 65 registered. After 14 years with Money Concepts, in 2016 John joined Pearson Financial Group.

John was the Mayor of Tigard from 2013 through 2018, and was awarded both the Oregon Mayors Leadership Award and the League of Oregon Cities Elected Official of the Year for 2018.  He is past president of the Oregon Mayors Association, Tigard Chamber of Commerce, Tigard Jaycees, Tigard Little League, and past chair of the Washington County Budget Committee and St. Anthony's Pastoral Council.  He coached youth sports for 25 years, served as a Boy Scout leader for 15 years (he's an Eagle Scout), was the Tigard Chamber's First Citizen recipient in 1999 and is a continuing supporter of Tigard Historical Association, the Broadway Rose Theater Company Resource Council, and Sons of the American Legion.  John, a lifelong resident of Tigard, and his wife have two grown children.

These awards are not investment-related or based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients. Third-party rankings and recognitions do not ensure that a client or prospective client will experience a higher level of performance or results and are not representative of any client's endorsement or evaluation.

Registrations held through Osaic Wealth, Inc.:

S6        Investment Company Products/Variable Contracts Representative Examination

S63      Uniform State Law Agent Examination

S65      Uniform Investment Adviser Law Examination

 


 

Emiliano Alonso

Osaic Wealth Financial Advisor

Phone: 503-670-0500
Fax: 503-670-0501
E-mail: ealonso@pearsonfinancial.com

 


Emiliano got his first taste of the investment industry working as a sales assistant for a Chicago Broker/Dealer.  After attending The College of DuPage in Glen Ellyn, IL, Emiliano moved to Dallas/Fort Worth to pursue a career in the financial services industry.  There he learned the importance of dedication and commitment to his clients.  With over 20 years licensed, Emiliano has gained extensive experience in investment and retirement planning services and uses this knowledge to help his clients pursue their investment goals. 

In 2008 he moved from Texas to Portland.  Emiliano has two sons, Julian and Isaac.  Outside of work, his time is spent on chaufferring those busy boys around.  Emiliano also enjoys biking, cooking, and appreciating all of what Portland has to offer.

Registrations held through Osaic Wealth, Inc.:

    S7        General Securities Representative Examination

    S66      Uniform Combined State Law Examination

    State of Oregon Health, Life, and Variable Insurance Producer

 

 


 

Larry Mathis

Osaic Wealth Registered Representative

Phone: 503-670-0500
Fax: 503-670-0501
E-mail: lmathis@pearsonfinancial.com

 


For 17 years it has been my goal to provide professional financial services to my clients in a way that looks at the big picture of their entire financial situation and how that will make a difference in their future as we look closer at each aspect.  To help them pursue their individual, family and business objectives has been tremendously rewarding and I look forward to it continuing to be so.

I strive to meet each client’s unique and individual needs while helping to educate them on the constantly changing landscape of their financial world.  I work with a team of professionals that have a wide range of financial resources and experience.  This helps me to provide objective and reasoned strategies to my clients in a thoroughly researched and personalized manner.

Outside of my career, I enjoy living an active lifestyle that includes team sports, refereeing basketball for grade school children and am involved in a number of charitable efforts which have included a 7 year term on the Board of the Friends of Doernbecher Foundation and a board member for a local private school.

My goal is to serve my clients in a way that makes referring me to their friends, family and colleagues the easiest thing they have ever done.   

Registrations held through Osaic Wealth, Inc.:

S7        General Securities Representative

S66      Uniform Combined State Law Agent Examination

 



 

Daniel  J. Murphy, CFA, CFP®

Osaic Wealth Financial Planner/Wealth Manager

Phone:503-670-0500
Fax:503-670-0501
E-mail: Dmurphy@pearsonfinancial.com 

 


Dan’s overall objective is to help clients become, and remain, financially independent through all types of economic environments.  This process begins with a thorough analysis of circumstances and goals.  Portfolios are then structured based on this analysis, and managed to pursue the appropriate rate of return, commensurate with prudent risk tolerance.

As a Chartered Financial Analyst and Certified Financial Planner ®, Dan has the technical training to complement 40 years of experience managing portfolios.  He began his career in 1980 with Merrill Lynch, and later joined Smith Barney, eventually moving his practice to Pearson Financial Group.  His most meaningful professional accomplishments are developing long-term relationships and helping clients pursue their financial goals.  Dan has helped hundreds of families navigate retirement, and looks forward to helping many more.

As a life-long Northwesterner, Dan grew up in Alaska and earned a B.A. in International Studies from the University of Oregon.  His interests include travel, reading and sports, and spending time with his wife and two grown daughters.

Registrations held through Osaic Wealth, Inc.:

S7        General Securities Representative Examination

S63      Uniform Securities Agent State Law Examination

S65      Uniform Investment Adviser Law Examination

 


 

Elizabeth Smith, CFP® BFA™

Osaic Wealth Financial Advisor

Phone: 503-670-0500
Fax: 503-670-0501
E-mail: esmith@pearsonfinancial.com

 


Elizabeth Smith joined Pearson Financial Group in February of 2018.  She has an M.A. in Counseling Psychology from Santa Clara University and a B.S. in Radio-Television Broadcasting from San Jose State University.  Elizabeth blends her experience in the fields of law, psychology, and financial services to deliver assistance that is attentive, professional, and caring. 

Elizabeth derives tremendous satisfaction from building and maintaining client relationships.  She is also the lucky mother of two wonderful young adults with whom she shares her love of the performing arts.

Registrations held through Osaic Wealth, Inc.:

S6        Investment Company Products/Variable Contracts Representative Examination

S7        General Securities Representative Examination

S63      Uniform Securities Agent State Law Examination

S66      Uniform Combined State Law Examination

State of Oregon Health, Life, and Variable Insurance Producer

 


Cameron Mason 

Osaic Wealth Financial Advisor

Phone: 503-670-0500
Fax: 503-670-0501
E-mail: cmason@pearsonfinancial.com

 


Cameron was first exposed to the financial industry through a variety of job shadows while still in high school and decided from there that this was the career path he wanted to pursue.  He received a B.S. in Economics, including minors in Music and Business Administration, from the University of Oregon.  Since graduation he has worked as a financial advisor and in supportive roles.

Outside of his career Cameron partakes in a variety of activities, including backpacking, fly-fishing, spending time with friends and family, and playing music.  Most of all, Cameron enjoys traveling and playing competitive billiards.

Registrations held through Osaic Wealh Inc.:

S7        General Securities Representative Examination

S63      Uniform Securities Agent State Law Examination

S66      Uniform Combined State Law Examination

State of Oregon Health, Life, and Variable Insurance Producer

 


Darle Dudley

Osaic Wealth Registered Representative

Phone: 503-670-0500
Fax: 503-670-0501
E-mail: ddudley@pearsonfinancial.com

 


Darle is a graduate of Western Oregon University and holds a Bachelor of Science in Business Finance and a minor in Economics.  He joined Scheller Financial Services in July of 2004 and holds a series 6, 7, 24, and 63 securities registrations with Osaic Wealth, Inc. in addition to his Oregon insurance license.   

Darle accepted a position in Operations to assist Scheller Financial Services in November of 2005. His hard work and attention to detail lead Chris Scheller to promote him to Office Manager and now Vice President.  In 2016 Sheller Financial Services merged with Pearson Financial Group.

Darle has three beautiful daughters: Addison, Amelia, and Ella.

Darle is also a PADI & SSI certified scuba diver and volunteered at the Oregon Coast Aquarium in Newport as an Animal Husbandry Diver for 8 years.  In his free time, he and his family enjoy being in the outdoors, traveling, cooking, woodworking, gardening, snowboarding, and most importantly being a parent.

Registrations held through Osaic Wealth, Inc.:

S6        Investment Company Products/Variable Contracts Representative Examinatio

S7        General Securities Representative Examination

S24      General Securities Principal Examination

S63      Uniform Securities Agent State Law Examination