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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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OUR RESPONSE TO COVID-19: Seasons Financial Group is committed to servicing and supporting our clients, while doing our part to keep our employees and community safe. Our physical location is currently closed as our team works remotely, maintaining our usual business hours of 8:00AM to 4:30PM Monday – Friday. Learn More

Seasons Financial Group 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

Sharon joined our team in December 2014. She provides operational support to the advisors and assistants, with an emphasis on ensuring a high level of client service satisfaction. A native of Portland and a graduate of the University...

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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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Laura Anderson

Receptionist and Administrative Assistant

(503) 723-1494

(503) 607-1018

Laura has over 25 years of experience in project management and customer service. Her background includes work in the hospitality industry and the aerospace industry, where she supported the scheduling and delivery of technical...

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