A firm dedicated to investing excellence. A team dedicated to serving your needs.
The Gamble Jones story begins with you.
Our clients’ needs and dreams are of the utmost importance to us.
That’s why we have dedicated ourselves to helping individuals and families manage their investments and grow their wealth for over 65 years.
We take the time to get to know all of our clients—the old-fashioned way. At Gamble Jones, we value personal relationships that go beyond the surface so that we can truly understand your unique aspirations. By putting time, effort, and care into every interaction, we are continually building upon the relationships we have with our clients. It’s how we continue to deliver comprehensive solutions with personalized service, all tailored to your unique needs.
Our flexible team approach ensures that you have peace of mind that everyone on our team is proactively striving to meet and exceed your goals.
Our founder, Jim Gamble, had the vision to create a firm that could do more than exclusively offer portfolio management advice. He wanted the firm to be a family office that could serve as a resource for our unique clients, both in their finances and in life. He also wanted the firm to be a leader in community outreach. Gamble Jones still adheres to these same tenets today.
Gamble Jones is held to the highest standards as a registered investment adviser (RIA) and fiduciary. Our interests are entirely aligned with yours, and Gamble Jones does not generate revenue from trading or selling proprietary products.
Here, you always come first.
Your professional advisory team.
Every member of the Gamble Jones team is obligated to serve our clients’ interests first, last, and only. Everyone serving you values your dreams and goals, and we’re passionate about helping you succeed.
Link to: Thomas S. Jones
Thomas S. Jones
Principal and Chairman
Gamble JonesLink to: Alison J. Gamble
Alison J. Gamble
Principal, President
Gamble JonesLink to: Ashley J. Guerra
Ashley J. Guerra, MBA
Principal, Chief Compliance Officer
Gamble JonesLink to: Colby Hackerman
Colby Hackerman, CFA
Principal, Chief Financial Officer
Gamble JonesLink to: Scott R. Phillips
Scott R. Phillips, MBA
Principal, Manager of Portland Oregon Office
Gamble JonesLink to: Tap N. Le
Tap N. Le
Principal, Chief Operating Officer
Gamble JonesLink to: Peter L. Viehl
Peter L. Viehl, CFA, MBA
Principal
Gamble JonesLink to: Thomas F. Jones
Thomas F. Jones (TJ)
Principal, Head of New Business Development, Chief Technology Officer
Gamble JonesLink to: Robert L. Souza
Robert L. Souza, CFA
Relationship Manager & Investment Analyst
Gamble JonesLink to: Aram Schotts, CFP
Aram Schotts, CFP®, CRPS®
Certified Financial Planner
Gamble JonesLink to: Katie Roth
Kathleen Buchanan (Roth)
Office Manager, Client Service Supervisor
Gamble JonesLink to: Kristen Mitchel
Kristen Mitchel
New Account Specialist
Gamble JonesLink to: Bridget Goodbody, CFP®
Bridget Goodbody, CFP®
Client Service Associate
Gamble JonesLink to: Rebecca Occhiline
Rebecca Occhiline
Receptionist
Gamble JonesLink to: Natalie Perez
Natalie Perez
Money Movement Specialist
Gamble JonesCapital Management
Link to: Justine Fonseca, CFP®
Justine Fonseca, CFP®
Capital Management
Gamble JonesLink to: Michael Erskine, CFA
Michael Erskine, CFA
Capital Management
Gamble JonesThe plan for finding your path.
Step 1. Call
Schedule your first call with Gamble Jones. Together, we’ll begin the process of understanding your finances and your goals.
Step 2. Design
Your relationship manager will work with you to create the most reliable path to secure your financial future.
Step 3. Live
Gamble Jones stays with you for the long haul, with continuing check-ins and ongoing advice, giving you confidence that you’re on the right path to your dreams.
