Our Team

Serving clients since 2002

As an owner of multiple businesses over the course of his professional career, Greg acutely understands the challenges that business owners face daily. Whether it be managing taxes, accessing capital, structuring benefit plans, or positioning a business for sale, Greg helps to provide you with the specialized guidance you need to help grow and manage your business. As our Managing Director, Greg finds great joy in coordinating our dedicated team of professionals to seamlessly integrate your business and retirement strategies.

Greg believes that helping you navigate the challenges of raising children, elevating your financial confidence, and securing your retirement is paramount to your mental and financial well-being.

Serving clients since 1969

Having been engaged in the investment securities profession since 1969, Doug brings more than five decades of experience and perspective to the Lindsey-Trost Group. Doug is instrumental in financial strategy formulation, investment research, asset allocation, and security selection. As we uncover and clarify your financial needs, Doug works with you to help customize strategies that are designed to help maximize your pathway to achieve success. Doug collaborates with the entire team to align the group’s resources with your specific financial needs.

Doug has a history of leadership in the securities industry (Chairman of the Pacific Northwest District of the Securities Industry Association; President of the Investment Securities Dealers of Oregon; President of the Oregon Council on Economic Education).

Serving clients since 1999

Justin serves as the Lead Portfolio Manager and Head of the Investment Committee for The Lindsey-Trost Group. In this role, he oversees the development and implementation of our investment strategies while working closely with the Group’s financial planners to ensure strategies are customized to help meet your specific needs. Additionally, Justin assists business owners in establishing and managing comprehensive retirement plans, such as 401(k)s, SEPs, and SIMPLE IRAs, helping to benefit both their companies and employees.

As an Accredited Portfolio Management Advisor? (APMA® designation), Justin has advanced graduate-level training on the finer points of portfolio creation, augmentation, and maintenance. With a focus on strategic planning and client-driven solutions, Justin is committed to delivering optimal financial outcomes customized to your goals and objectives.

Serving clients since 2009

With over 15 years of experience in the financial services industry, Collin is a dedicated professional specializing in individual planning, risk management and alternative solutions. His vast experience in fixed income trading, including Municipals and Treasuries, allows him to navigate complex markets effectively, providing clients with sound investment choices.

In addition to his technical skills, Collin is passionate about building and maintaining strong client relationships, ensuring that each individual feels valued and understood. He remains focused on delivering exceptional service and tailored solutions to help clients achieve long-term financial success.

Drawing upon his experience with integrated financial planning and the exceptional resources of Steward Partners, Michael works closely with Greg and Collin in helping you customize a plan that is designed to help achieve your financial goals. Michael has a depth of experience in data and cash flow analysis, investment strategies, spending advisement, tax savings, and client service.

Michael oversees the development, construction, and details of your personalized financial plan. He monitors and revises your plan as you progress toward your goals and objectives.

With over three decades of experience in the financial services industry, Melissa Kiser serves as a vital member of the Lindsey-Trost Group in Lake Oswego, Oregon. As a Vice President and Senior Registered Client Administrative Manager, Melissa oversees Client Service and Communications, facilitates New Accounts and Client Onboarding, manages Asset Movement, leads key Project Management initiatives, and generally keeps the rest of the team on-task and functioning efficiently. In addition to her core responsibilities, she proudly represents the Western Division on the Steward Partners Client Administrative Manager Council.

With a keen understanding of clients’ needs and challenges, Katie creates, organizes, and promotes the Lindsey-Trost Group’s educational programs and resources for business owners and families. Whether the topic is taxes, risk management, liquidity, business growth, or exit planning, Katie can help you access and navigate the myriad resources available through the Lindsey-Trost Group at Steward Partners.