Conrad Pearson and Team

Conrad Pearson

Owner / LPL 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.  In 1987, he received the Paul Harris Fellow Rotarian of the Year award, went on to serve as President of the Tigard Rotary from 1989-1990, and is currently serving as Program Chairperson for Tigard Rotary.  Conrad and Barbara Pearson were named First Citizens by the Tigard Chamber of Commerce in 1998 for their service to the community of Tigard.  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 LPL Financial:

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

LPL 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 President and founder of Scheller Financial Services, Inc.  He is an Investment Advisor Representative with LPL Financial, a Registered Investment Advisory firm and Broker Dealer registered with the SEC in the United States.  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 LPL Financial.

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 2 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 LPL Financial:

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

LPL 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 LPL Financial:

S63      Uniform State Law Agent Examination

S65      Uniform Investment Adviser Law Examination

 

 


 

John Cook, CPA

LPL Registered Representative

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 is also the Mayor of Tigard since 2013.  He is currently the president of the Oregon Mayors Association and sits on the board of directors of Westside Economic Alliance.  He is past president of the Tigard Chamber of Commerce, Tigard Jaycees, Tigard Little League, and past chair of the Washington County Budget Committee and St. Anthony Pastoral Council.  He has coached youth sports for more than 23 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 a continuing supporter of the 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.

Registrations held through LPL Financial:

S6        Investment Company Products/Variable Contracts Representative Examination

S63      Uniform State Law Agent Examination

S65      Uniform Investment Adviser Law Examination

 

 


 

 

Emiliano Alonso

LPL Registered Representative

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

 


Emiliano Alonso is an LPL Financial Advisor through Pearson Financial Group.

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 young boys, 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 LPL Financial:

    S7        General Securities Representative Examination

    S66      Uniform Combined State Law Examination

    Health, Life, and Variable Insurance License

 

 


 

Larry Mathis

LPL Registered Representative

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

 


For fifteen 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 LPL Financial:

S7        General Securities Representative

S66      Uniform Combined State Law Agent Examination

 

 



 

Daniel  J. Murphy, CFA, CFP®

LPL Registered Representative

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 nearly 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 LPL Financial:

S7        General Securities Representative Examination

S63      Uniform Securities Agent State Law Examination

S65      Uniform Investment Adviser Law Examination