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Your Trusted Financial Advisor
for Every Season of Life

9200 SE Sunnybrook Blvd, Suite 220
Clackamas, OR 97015
Phone (503) 723-1494
Fax: (503) 607-1018
Email: ken.wilmot@lpl.com

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Team


 

Ken Wilmot

LPL Branch Manager

(503) 723-1494

(503) 607-1018

Ken Wilmot is an experienced professional with over 30 years as a financial advisor. He is a CERTIFIED FINANCIAL PLANNER™ professional. Ken serves the Portland Metropolitan Area in all areas of financial planning including strategic...

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Stephanie joined the Seasons Financial Group staff in April of 2013 as a Client Services and Marketing Associate and quickly assumed the role of Director of Client Services & Operations. In 2018 she became an independent financial...

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Joanie Wilmot

Client Services Associate

(503) 723-1494

(503) 607-1018

In 2008, Joanie joined Seasons Financial Group to support her husband, Ken, with his business. As a Client Services Associate, her primary focus is on opening new accounts, transferring accounts and processing client requests. Joanie...

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Sharon Baggs

Client Services Assistant

(503) 723-1494

(503) 607-1018

In December 2014, Sharon joined Seasons Financial Group. As a Client Services Assistant, she provides daily tactical operational support to the advisor and staff team, with an emphasis on ensuring a high level of client service...

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Ari Jochai

Client Services Assistant

(503) 723-1494

(503) 607-1018

Ari grew up in Los Angeles County, California. She graduated from University of California, San Diego with a Bachelor’s degree in History. For many years, she worked in business services for the equine industry. In her spare time...

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Cierra Cotton

Client Services Assistant

(503) 723-1494

(503) 607-1018

Cierra is from Roseburg, Oregon and is a recent graduate from Western Oregon University with a Bachelor’s degree in Business Administration. She previously worked for a managed care organization and is excited to make the...

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