Time to do great things

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Terry has been an Oregon resident since 1958.  He grew up in Eugene and attended the University of Oregon, where he met his wife Debbie.  They have two grown children and four grandchildren.

After college, they purchased a grocery store in the The Dalles, Oregon and started a small trucking company.  They owned and operated these businesses for 10 years.

They moved back to Eugene and Terry started his financial services career in 1984, with a major Wall Street firm.  Terry was promoted to Branch Manager/Financial Advisor in 1990.  A position he held for 19 years.

His extensive training and experience gives him the ability to help The Allen Schleicher Group provide high quality, personalized investment advice to their clients, focusing on Retirement and Estate planning along with Portfolio Management.

Our team's goal is to help our clients develop a realistic financial plan and build and manage a customized investment portfolio that meets their goals and risk tolerance.

Terry has served and supported the following Non-Profit entities:

Cascade Health Solutions- Past Chairman of the Board

McKenzie-Willamette Hospital LLC- Past Chairman of the Board

McKenzie-Willamette Hospital Foundation- Past Chairman of the Board

March of Dimes- Past Lane County Chairman of the Board and Lane County March for Babies Director

Eugene Challenger Baseball

Eugene Downtown Lions Club

• University of Oregon

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• OK
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Ronda enjoys the challenge of helping her clients organize the financial aspect of their lives and putting the pieces of the puzzle together to reach their life and financial goals.  Ronda has always enjoyed building relationships with clients – from new to long term clients & getting to know the next generation.

Ronda has been in the financial services industry since obtaining her Series 7 & 66 securities license in 1999.  She has helped her clients navigate through several different market cycles and two very challenging recessions.  Ronda graduated from the University of Oregon in 1995 with a Bachelor of Science in Economics.  She obtained her Chartered Retirement Planning Counselor designation in 2008.  Followed by successfully completing Certified Financial Planner education program and then passed the certificate exam July 2019.

Even though Ronda was born in California, she considers the Eugene/Springfield area her home.  Ronda married her husband, Vonn, in 1996 and they have three children – Victoria, Ryan and Bailey.  Ronda and Vonn, just like many other parents, find most of their free time dedicated to their children and supporting them in school and sport activities. 

• University of Oregon, B.S. Economics

• CERTIFIED FINANCIAL PLANNER™

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Greg’s passion for investing and long term wealth management planning began upon receiving a signing bonus with the Seattle Mariners in 1995. It was then that he recognized the importance of financial discipline in preparing for the future. Upon completion of his 7 year career in Professional Baseball he joined Merrill Lynch Wealth Management in 2004 as a financial advisor. In 2020 he joined the Allen Schleicher Wooten Group at UBS and continue to focus on high end wealth management and planning.

In 2010 he received his CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the CFP Board. The clients he helps includes Dentists, business owners, retirees, and medical/health care professionals. His areas of concentrations include retirement and estate planning services, liability management, risk management and client relations.

Greg is a native of Eugene, Oregon, and a graduate from the University of Washington with a Bachelor of Arts Degree in Business Administration. He and his wife April spend most of their time with their kids Madison & Drew with their involvement with school activities and sports.

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For more than a decade Jolene has been assisting wealth management clients along their financial journey.  Her background is multi-faceted and brings a great deal of experience to the team.  Jolene has a fierce commitment to our clients.  She assists with a wide variety of operational services such as new account processing, transfers, 401K rollovers, estate processing and other administrative details that will ease a client's financial life.  Jolene currently holds the FINRA Series 7, 63 and 66 licenses as well as the Oregon Life and Health Insurance license.

While away from work, Jolene enjoys spending time with family.  She is actively involved with her children’s school and sport activities.  Most evenings and weekends are spent at the ball field or dance recitals.

DeAnna was born and raised in the Eugene/Springfield area.

DeAnna married her high school sweetheart, Josh, in September 1999 and they have two grown children.  While away from work, DeAnna enjoys traveling, being outdoors and spending time with family and friends.

Although DeAnna is new to the financial services industry, she has over 20 years' experience in client services.  It is important to DeAnna to be committed to her clients and to create a long-lasting relationship with them.