A highly capable and caring wealth management team

A highly capable and caring wealth management team

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.

YOUR MWM PROFESSIONAL TEAM

Theresa M. Bedard

Director of Investment Operations (MWM)
Registered Principal (RJFS)

Theresa is a key member of the MWM Investment Management Team. She leads the Investment Operations Committee and oversees the investment operations of the firm, supervises the firm's investment strategy, maintains investment models, provides research and relevant information to the Investment Committee, and ensures firm compliance with SEC and FINRA regulations. She holds Series 7, 66 and 24 securities licenses.

Theresa earned her B.A. at Seton Hall University in NJ in 2003, before moving to Oregon. In 2020, she earned a Finance certificate from Harvard online during the COVID Stay-at-Home Order. She enjoys playing fantasy football, travel, music, and rooting for Boston sports teams. Most of all, she loves spending time with her dog, Yogi, and cat, Juju.

Erin Larsen

Investment Operations Assistant (MWM)
Branch Professional (RJFS)

Erin brings her 11 years of financial industry experience to the MWM Investment Management Team. She is a member of the MWM Investment Committee and her role includes executing the securities trading desk and creating client portfolio reports.

Before moving to Oregon from California in January 2018, Erin was a Client Service professional with a boutique Registered Investment Advisor in Los Angeles specializing in managing assets of over $1 billion for ultra-high-net-worth families. She was a Registered Associate with Morgan Stanley (2013-2015) and an Investment Representative with Fidelity Investments (2012).  Erin graduated in 2007  from UCLA having earned her Bachelor’s Degree in Political Science and a Minor in Women’s Studies.

Erin grew up in a small island community in British Columbia, Canada where her family still resides. In her spare time, Erin is an avid gym and nature enthusiast; she enjoys hiking, camping and being outdoors. Erin lives in Portland with her husband Adam and their young daughter Hazel.

Carolyn Ann Muller

Client Care Manager (MWM)
Branch Professional (RJFS)

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.

Having worked with MWM since 1993, Carolyn is the longest standing member of the MWM, aside from Judith and Linette. Before then, she was the Executive Secretary working for the Chairman and President of Nissan Motor Corporation.

In her personal time, Carolyn enjoys reading, movies, bowling, traveling with her sister, and spending time with her many pets.

Nikki Ivins

Client Operations Associate (MWM)
Branch Professional (RJFS)

Nikki supports the MWM team by primarily managing client account paperwork. Her background in compliance and account administration gives her the knowledge and detail to track the entire firm's account processes and complete account status changes with precision.

She moved to Oregon from Florida, where she spent 7 years working in a broker-dealer home office processing new accounts, transfers, account maintenance, and sales supervision. She graduated from Florida State University in 2003.
Nikki enjoys camping, music, and trying new foods.

Joel Schierman

Paraplanner (MWM)
Registered Representative (RJFS)

Joel is a Financial Paraplanner Qualified Professional™ (FPQP), assisting  the advisory team in financial planning and client service operations. Joel's work is detailed and especially important for resulting in accurate and actionable financial plans. His role also includes review preparation, data entry for financial planning in the McGee Wealth Management System and Raymond James, and data report generation for clients and advisors. His work allows our Certified Financial Planning Professionals® to focus on modeling data and assessing recommendations for clients.

Joel graduated from George Fox University with a BA in Business Marketing and Minor in Finance. While at George Fox, was four year starter on their mens soccer team. 

Native to Southwest Portland, Joel is an avid sports fan of the Portland Timbers, Blazers, and Oregon State Beavers. He enjoys spending time with his wife, Mallory, and their dog, Bear. He also enjoys traveling, going on road trips, golf, and exploring Portland's restaurants. 

Laurie Macielinski

Client Care Assistant (MWM)
Branch Professional (RJFS)

Laurie is often the first point of contact for callers and visitors to the MWM office. She is responsible for scheduling meetings and connecting clients with the appropriate MWM team members for assistance. Her role includes keeping client information up-to-date in our relationship management database to allow seamless communication internally and with those we serve.

Laurie has two daughters who are very involved with their dance troupes.

James Roundy

Client Service Associate (MWM)
Branch Professional (RJFS)

James also supports the advisory team in financial planning and client service operations. James' role includes review preparation, data entry for financial planning in the McGee Wealth Management System and Raymond James, and data report generation for clients and advisors. James' has a talent for identifying opportunities for client care and communication.

James graduated from the University of Idaho with a B.S. in Economics in 2009. He recently completed his Financial Planning Education Program through the College for Financial Planning. James has many years of experience in high end hospitality and education.

He started working for McGee Wealth Management September of 2018. Away from work James loves to be in the great outdoors with his wife and daughter.

Michon McCabe

Client Service Associate (MWM)
Branch Professional (RJFS)

Michon is a Financial Paraplanner Qualified Professional™(FPQP). When she joined the MWM team in July 2019, she had spent over 10 years in the Banking sector serving high-net worth clients. She provides administrative support to the financial planning team allowing our Certified Financial Planning Professionals® to focus on modeling data and assessing recommendations for clients.

Michon graduated from University of Oregon, obtaining her B.S. Sociology minor in Peace Studies.

She is a native Oregonian, wife, and mother. Michon has been in a Book Group for almost 20 years, loves walking the trails in the Hoyt Arboretum, traveling and morning yoga.

Ashley Baldwin

Director of Marketing (MWM)
Branch Professional (RJFS)

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.

Ashley earned her B.A. from Portland State University in 2011 and has been part of the MWM team since 2002.

She enjoys gardening, hiking, and cooking with her husband-to-be, Joe, and their children, Fynn and Riley.

Erin R. Wheatcraft

Director of IT and Operations (MWM)
Branch Professional (RJFS)

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. Erin leads the MWM Compliance Committee and 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.

She has 15 years of I.T. and customer service experience. She has been a member of the MWM team since 2006, taking on a variety of roles and projects.

Erin and her husband, Jesse, have a teenage daughter, Mckenzie. She has always had an interest in fixing things and enjoys mechanics as well as time with her horse, dogs, and cows.

Brittani Woodruff

Client Records Manager (MWM)
Branch Professional (RJFS)

Brittani manages electronic client records and plays a key role in preparing for client reviews and planning meetings. She also leads the Operations Committee which reviews client service processes. 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.

She has a personal interest in motorsports and mechanics. In her spare time, she works on rebuilding classic vehicles.

Theresa M. Bedard

Director of Investment Operations (MWM)
Registered Principal (RJFS)

Email
Read Theresa's Bio

Theresa is a key member of the MWM Investment Management Team. She leads the Investment Operations Committee and oversees the investment operations of the firm, supervises the firm's investment strategy, maintains investment models, provides research and relevant information to the Investment Committee, and ensures firm compliance with SEC and FINRA regulations. She holds Series 7, 66 and 24 securities licenses.

Theresa earned her B.A. at Seton Hall University in NJ in 2003, before moving to Oregon. In 2020, she earned a Finance certificate from Harvard online during the COVID Stay-at-Home Order. She enjoys playing fantasy football, travel, music, and rooting for Boston sports teams. Most of all, she loves spending time with her dog, Yogi, and cat, Juju.

Erin Larsen

Investment Operations Assistant (MWM)
Branch Professional (RJFS)

Email
Read Erin's Bio

Erin brings her 11 years of financial industry experience to the MWM Investment Management Team. She is a member of the MWM Investment Committee and her role includes executing the securities trading desk and creating client portfolio reports.

Before moving to Oregon from California in January 2018, Erin was a Client Service professional with a boutique Registered Investment Advisor in Los Angeles specializing in managing assets of over $1 billion for ultra-high-net-worth families. She was a Registered Associate with Morgan Stanley (2013-2015) and an Investment Representative with Fidelity Investments (2012).  Erin graduated in 2007  from UCLA having earned her Bachelor’s Degree in Political Science and a Minor in Women’s Studies.

Erin grew up in a small island community in British Columbia, Canada where her family still resides. In her spare time, Erin is an avid gym and nature enthusiast; she enjoys hiking, camping and being outdoors. Erin lives in Portland with her husband Adam and their young daughter Hazel.

Carolyn Ann Muller

Client Care Manager (MWM)
Branch Professional (RJFS)

Email
Read Carolyn's Bio

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.

Having worked with MWM since 1993, Carolyn is the longest standing member of the MWM, aside from Judith and Linette. Before then, she was the Executive Secretary working for the Chairman and President of Nissan Motor Corporation.

In her personal time, Carolyn enjoys reading, movies, bowling, traveling with her sister, and spending time with her many pets.

Nikki Ivins

Client Operations Associate (MWM)
Branch Professional (RJFS)

Email
Read Nikki's Bio

Nikki supports the MWM team by primarily managing client account paperwork. Her background in compliance and account administration gives her the knowledge and detail to track the entire firm's account processes and complete account status changes with precision.

She moved to Oregon from Florida, where she spent 7 years working in a broker-dealer home office processing new accounts, transfers, account maintenance, and sales supervision. She graduated from Florida State University in 2003.
Nikki enjoys camping, music, and trying new foods.

Joel Schierman

Paraplanner (MWM)
Registered Representative (RJFS)

Email
Read Joel's Bio

Joel is a Financial Paraplanner Qualified Professional™ (FPQP), assisting  the advisory team in financial planning and client service operations. Joel's work is detailed and especially important for resulting in accurate and actionable financial plans. His role also includes review preparation, data entry for financial planning in the McGee Wealth Management System and Raymond James, and data report generation for clients and advisors. His work allows our Certified Financial Planning Professionals® to focus on modeling data and assessing recommendations for clients.

Joel graduated from George Fox University with a BA in Business Marketing and Minor in Finance. While at George Fox, was four year starter on their mens soccer team. 

Native to Southwest Portland, Joel is an avid sports fan of the Portland Timbers, Blazers, and Oregon State Beavers. He enjoys spending time with his wife, Mallory, and their dog, Bear. He also enjoys traveling, going on road trips, golf, and exploring Portland's restaurants. 

Laurie Macielinski

Client Care Assistant (MWM)
Branch Professional (RJFS)

Email
Read Laurie's Bio

Laurie is often the first point of contact for callers and visitors to the MWM office. She is responsible for scheduling meetings and connecting clients with the appropriate MWM team members for assistance. Her role includes keeping client information up-to-date in our relationship management database to allow seamless communication internally and with those we serve.

Laurie has two daughters who are very involved with their dance troupes.

James Roundy

Client Service Associate (MWM)
Branch Professional (RJFS)

Email
Read James' Bio

James also supports the advisory team in financial planning and client service operations. James' role includes review preparation, data entry for financial planning in the McGee Wealth Management System and Raymond James, and data report generation for clients and advisors. James' has a talent for identifying opportunities for client care and communication.

James graduated from the University of Idaho with a B.S. in Economics in 2009. He recently completed his Financial Planning Education Program through the College for Financial Planning. James has many years of experience in high end hospitality and education.

He started working for McGee Wealth Management September of 2018. Away from work James loves to be in the great outdoors with his wife and daughter.

Michon McCabe

Client Service Associate (MWM)
Branch Professional (RJFS)

Email

Michon is a Financial Paraplanner Qualified Professional™(FPQP). When she joined the MWM team in July 2019, she had spent over 10 years in the Banking sector serving high-net worth clients. She provides administrative support to the financial planning team allowing our Certified Financial Planning Professionals® to focus on modeling data and assessing recommendations for clients.

Michon graduated from University of Oregon, obtaining her B.S. Sociology minor in Peace Studies.

She is a native Oregonian, wife, and mother. Michon has been in a Book Group for almost 20 years, loves walking the trails in the Hoyt Arboretum, traveling and morning yoga.

Ashley Baldwin

Director of Marketing (MWM)
Branch Professional (RJFS)

Email
Read Ashley's Bio

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.

Ashley earned her B.A. from Portland State University in 2011 and has been part of the MWM team since 2002.

She enjoys gardening, hiking, and cooking with her husband-to-be, Joe, and their children, Fynn and Riley.

Erin R. Wheatcraft

Director of IT and Operations (MWM)
Branch Professional (RJFS)

Email
Read Erin's Bio

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. Erin leads the MWM Compliance Committee and 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.

She has 15 years of I.T. and customer service experience. She has been a member of the MWM team since 2006, taking on a variety of roles and projects.

Erin and her husband, Jesse, have a teenage daughter, Mckenzie. She has always had an interest in fixing things and enjoys mechanics as well as time with her horse, dogs, and cows.

Brittani Woodruff

Client Records Manager (MWM)
Branch Professional (RJFS)

Email
Read Brittani's Bio

Brittani manages electronic client records and plays a key role in preparing for client reviews and planning meetings. She also leads the Operations Committee which reviews client service processes. 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.

She has a personal interest in motorsports and mechanics. In her spare time, she works on rebuilding classic vehicles.

Making Life a Richer Experience

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