Meet Our Team

 

 

 

Lynn C. Johnson

Managing Director--Investments

(503) 552-3940

lynn.johnson@wachoviasec.com


Since 1976, Lynn has developed the leadership and communications skills he uses to provide investment consulting services to high-net-worth individuals, families and trusts. He helped establish our team with the goal of combining professional portfolio guidance with the personal service expected from a full-service financial practice.

 

An Oregon native, Lynn is a graduate of the United States International University and holds a master’s degree from Lewis & Clark College. He started his banking career with United California Bank, and he also worked at Oregon Bank. The research he conducted for his master’s thesis led him to become a Financial Advisor with Merrill Lynch’s Private Client Group, where he served clients for more than two decades before helping to establish our group.

 

Active with many local organizations, he serves on the board of the Oregon Museum of Science and Industry (OMSI) and The Library Foundation. Lynn is also a past president of Portland State University’s board. He is married and has two children.

 

 

Joseph P. Gross

Managing Director--Investments

(503) 552-3941

joseph.gross@wachoviasec.com

 

 

Joe has achieved a remarkable career in financial services by putting his clients’ interests first and providing exceptional personal service. He draws on his years of experience in the business when designing custom investment-planning strategies and recommending alternative investments for suitable clients.

 

Before he joined Wachovia Securities in 2001, he was a vice president and professional development coordinator for Merrill Lynch’s Portland office where he assisted successful clients and coached new financial advisors.

 

Joe serves as a board member for the Amyotrophic Lateral Sclerosis (ALS) Association of Oregon & SW Washington, which supports patients and a cure for the malady more commonly known as Lou Gehrig's disease. Raised in Portland, he earned his bachelor’s degree in finance from the University of Arizona. Joe is married and has a son.

 

D. Jeff Paustian

Managing Director--Investments

(503) 552-3942

jeff.paustian@wachoviasec.com

 

Since 1993, Jeff has been developing the leadership skills and brokerage acumen he uses to help our clients achieve their financial goals.

 

Before he helped establish the JGP Wealth Management Group, Jeff was a vice president and sales manager with one of Wall Street's largest firms. His experience ranges from training new advisors to day-to-day portfolio management for clients. He began his career with U.S. Bancorp's management training program.

 

Jeff is involved in our community. He has chaired the annual appeal for his children's school and co-chaired its auction, and he currently serves as treasurer of the school’s endowment fund. He has been active with Catholic Charities, All Saints Parish, the University of Oregon Council and the Oregon Club. Jeff helps coach CYO basketball, Little League and PYSA soccer.

 

An Oregon native, Jeff is a University of Oregon graduate. He is married with four children.

 

Kevin D. Sanger

Associate Vice President--Investments

(503) 552-3943

kevin.sanger@wachoviasec.com

 

 

Kevin Sanger joined the JGP Wealth Management Group in 1995 and has spent that time managing existing client relationships and cultivating new ones. Starting his career at Merrill Lynch, he completed its professional development program. Currently, Kevin oversees our group’s syndicate IPO strategy.

 

Outside of the office, Kevin has been an active part of the Jesuit High School Alumni Community. He has served as Alumni Board President and Chair for the Alumni Wine Tasting. Currently, he serves on the Endowment Board and chairs the St. Ignatius Summer Food Drive.

 

Kevin holds securities registrations Series, 7, 9, 10, 31 and 65. He earned his bachelor’s degree in finance from the University of Notre Dame. He is married and has four children.

 

 

Elizabeth Anderson

Operations Manager

(503) 552-3950

elizabeth.anderson@wachoviasec.com

 

A seasoned investment-brokerage veteran, Liz has held virtually every branch-support role since starting her career in 1969. Liz is a registered associate and an indispensable member of our team. She supervises our group's back-office operations and helps prepare client portfolio reviews and investment proposals. A graduate of Whitman College, Liz and her husband have raised two daughters.

 

  

 

Ceri S. Cundiff

Client Associate

(503) 552-3951

ceri.cundiff@wachoviasec.com

 

Ceri’s responsibilities are focused on making sure that our clients thoroughly enjoy their experiences with us. She coordinates many different charitable efforts our group supports and plans our client-appreciation events. She is a graduate of the University of Oregon and first started with us in 1999. She is married and has two dogs.

 

Susan Laughlin

Client Associate

(503) 552-3946

susan.laughlin@wachoviasec.com

 

Susan is the friendly voice that greets callers, and her warm smile reflects the hospitality clients have come to enjoy from our group. She is an avid fisher and enjoys spending many of her weekends on the Oregon coast walking her dog on the beach.