Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Eric Wishan, M.A., WMS, CRFA®

Eric Wishan, M.A., WMS, CRFA®

LPL Financial Planner

(503) 603-0880
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Eric Wishan is a holistic and comprehensive financial professional with a passion for helping individuals and families create the financial lives they desire.

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Robert Musante, ChFC®

Robert Musante, ChFC®

LPL Financial Planner

(503) 603-0880
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Rob has dedicated the past fifteen years to improving his client’s lives through disciplined planning and investment strategies.

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MaryAlice Musante

MaryAlice Musante

Client Services Manager

(503) 603-0880
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MaryAlice Musante is the wife of and Client Services Manager for Rob Musante, as well as the book keeper for Tribune Wealth Management. Her main emphasis is customer service. Accuracy and professionalism are important to her and she...

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Amber Moser

Amber Moser

LPL Registered Administrative Assistant

(503) 603-0880
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Amber joined the TWM team in 2014 as an Administrative Assistant to Eric Wishan. She holds her Series 7 and Series 66 registrations with LPL Financial, and brings a high level of commitment to placing the client’s needs first. Amber...

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Kerry Benson

Kerry Benson

Client Services Manager

(503) 603-0880
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Kerry joined the Tribune Wealth Management team in October 2015 as a Client Services Manager for Eric Wishan. She has several years of experience in the financial industry and in particular working with LPL Financial. Kerry worked as a...

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Cheryl Heltness

Cheryl Heltness

Administrative Assistant

(503) 603-0880
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Cheryl Heltness is the office Administrative Assistant and supports all staff members in addition to front desk duties. She keeps the office running smoothly, answers calls, manages calendars, and greets clients.Cheryl has a degree in...

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