Oregon Branch

Portland, OR

Office

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224

Phone

Providing financial guidance and wealth management to clients in Portland, Oregon, and surrounding areas. The Summit Portland, OR branch, formerly known as Financial Investment Team (FIT), has built its practice around providing clients with a comprehensive approach to financial planning and wealth management. Since joining Summit Wealth Group in 2026, the Portland team has continued its commitment to helping individuals and families navigate their financial lives with greater clarity and confidence.

The Portland team believes effective financial planning begins with understanding each client, their goals, priorities, concerns, and the life they are working to build. From there, the team provides personalized financial guidance and ongoing support designed to help clients make informed decisions and stay on track toward their goals.

The team believes in a comprehensive approach to planning. In addition to investment management and financial planning, the team offers tax preparation services to investment clients and assists with risk management and insurance as well. By considering how these different areas of a client’s financial life work together, the team can provide more coordinated guidance and help clients understand the broader impact of their financial decisions.

Backed by the resources and expertise of Summit Wealth Group, the Portland team remains focused on delivering the personalized service and relationships FIT clients have come to know while expanding the resources available to support them throughout every stage of their financial journey.

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Advisor Spotlight

Learn More About Rachel

Rachel Gustafson, CFP^®, CCPS^®

Senior Financial Advisor

Rachel Gustafson has been helping individuals and families make confident financial decisions since 2012. As a CERTIFIED FINANCIAL PLANNER^® professional and former educator, she has a talent for making complex financial topics easier to understand. Whether helping clients prepare for retirement, navigate life changes, manage their wealth, or plan for college, Rachel takes the time to understand what matters most to them and build a financial plan around it. Her goal is simple: help clients feel confident about their finances and the future they’re working toward.

Learn More About Christine

Christine Lam, CFP^®, ChSNC^®

Senior Financial Advisor

Christine Lam is a CERTIFIED FINANCIAL PLANNER^® professional and Chartered Special Needs Consultant^® (ChSNC^®) with more than a decade of experience helping families navigate increasingly complex financial lives.

She earned a Bachelor of Arts in Business Administration with a focus in Finance from the University of Oregon in 2009. Christine helps clients bring all the pieces of their financial lives together, from investments and taxes to retirement and estate planning. She believes good financial advice starts with understanding the people behind the numbers and helping families feel confident about where they are today and where they’re headed.

Learn More About Travis

Travis Wesley, M.S., CFP^®, MPAS^™, CRPS^™

Senior Financial Advisor

From families just beginning to build wealth to business owners and retirees navigating more complex financial decisions, Travis Wesley brings a big-picture perspective to financial planning. Since entering the industry in 2008, he has focused on helping clients make the most of their financial opportunities through thoughtful retirement income planning, tax-efficient strategies, and investment management. As a CERTIFIED FINANCIAL PLANNER^® professional with multiple advanced designations, Travis brings both technical expertise and a practical approach to helping clients evaluate their options and build a financial future that works for them.

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