J. Michael Morelli, CFP®

Investment Advisor Representative

J. Michael Morelli CFP® is a graduate from Oregon State University with a B.S. in Marketing Research. While attending OSU, Michael was a four-year starter for the A-side Men’s Rugby Team. After college, Michael played guitar professionally in Portland while beginning his career in the technology sector. He transitioned to financial services in 2019 and earned his CFP® mark in November 2021. Michael and his wife Justine have three sons- Sabby (5), Roman (2.5), and Levi (0.5). They are all passionate about music and sports – especially the Beavers!

Phone (971) 209-4514
Fax (971) 209-4501