Broker Check

Our Team

Jeffrey Owens, AIF®

President

(503) 654-7676

(503) 653-7575

[email protected]

Jeffrey Owens began his career in financial services in 1979 when he joined his two uncles, already in the business. Through the years Jeff worked on building his personal practice by forming lasting relationships though outstanding...

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Alice Tang, ChFC®

Vice President

(503) 654-7676

(503) 653-7575

[email protected]

Alice Tang started her second career as a financial advisor after she moved to Portland in 1994. Many of Alice’s clients are women business owners and executives. They know her as a leader and inspiration to professional women....

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Jonathan Owens, CEPA®, CFP®, AIF®

Vice President

(503) 654-7676

(503) 653-7575

[email protected]

Jon is a third generation financial planner that specializes in business and multi-generational wealth planning. He understands the financial and generational issues that families and businesses face and helps educate them on ways they...

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Jessica Porter, RICP®

Vice President, Retirement Plan Services

[email protected]

With a degree in marketing and a background in servicing supercars, Jessica brings a unique perspective and skill set to the financial industry.

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Alex Roth

Marketing Coordinator

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Alex joined BPG in September 2017. Alex was drawn to the financial industry because of his enthusiasm for learning, interacting with clients, and his true passion for helping people. He enjoys being involved with client meetings,...

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Ann Young

Office Manager

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In 1987, Ann Young identified an opportunity with John Hancock’s Portland office of Thomas B. Hood & Associates and began her career. Ann’s role utilized her unique organization qualities and allowed her to grow within the...
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Madison Pihas

Client Service Representative

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Madison joined BPG in June, 2016. Madison takes the lead in implementing our client service model and handles the administration for our Investment Advisory Practice. She works directly with our clients to make sure they are receiving...

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Melissa Owens

Administrative Assistant, Receptionist

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Melissa joined BPG in January 2018 as an addition to our administrative and client services team. An Oregon State University alumna, she brings her commitment to excellent client services along with a background in finance, nonprofit...

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