Make our Team, Your Team

As a Financial Advisor with the CERTIFIED FINANCIAL PLANNER® certification and over 20 years in the investment industry, I manage assets for individuals, families, trusts, retirement plans, charitable organizations, and businesses. I work closely with my clients to develop and implement strategies to help build, preserve, and transition wealth. I earned a Bachelor’s degree with distinction in Economics from Kenyon College in Gambier, OH. With an emphasis on continuing education, I hold the CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning.

Myself, my wife and our three daughters reside in West Linn, OR along the Willamette River. In my free time, I enjoy being with my family, traveling, wine tasting and outdoor activities including fishing, camping and snowboarding. I also enjoy being involved in my community’s athletic programs. I currently coach West Linn Youth baseball and softball and was the Lakeridge High School Girls & Boys Head Swimming Coach from 2001-2009.

California Insurance License 4096456, Resident State OR.

Zachary Beck, CFP®, ADPA™, has dedicated over two decades to helping individuals and families achieve their financial dreams. His approach is straightforward yet impactful: he prioritizes getting to know each client personally, understanding their unique circumstances, and actively listening to what matters most to them.

In 2023, Zachary joined forces with four like-minded investment professionals to establish Willamette Cascade Wealth Management within the Wells Fargo Advisors Financial Network. He brings valuable experience from his previous roles at Wells Fargo Advisors and WaMu Investments. Holding the prestigious CERTIFIED FINANCIAL PLANNER® certification and the Accredited Domestic Partnership Professional designation, he is equipped to offer comprehensive, customized financial guidance throughout clients’ financial journeys.

Zachary’s expertise extends beyond traditional advising. By adopting a holistic approach, he leverages years of experience across various market cycles and investment strategies. This diverse background allows him to understand each client’s unique financial landscape and deliver tailored solutions that meet specific needs. In today’s ever-changing economic environment, applying real-world insights is essential for making informed decisions and adapting strategies.

Zachary has been recognized by Forbes as a “Best in State” wealth advisor for five consecutive years, from 2020 to 2025.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com)2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). View Award Disclosures

Originally from Alaska, Zachary moved to Oregon during his adolescence and earned his bachelor’s degree from Oregon State University. He currently resides in Tualatin with his wife, and their golden retriever, while their daughter attends University of Denver, and their son California Polytechnic State University.  Outside of work, he enjoys spending quality time with family and friends, staying active, and exploring the outdoors.

Zachary is enthusiastic about guiding clients toward financial success with care and understanding. He looks forward to collaborating with you to transform your financial aspirations into a tangible reality.

Tobias Beck is one of the founding partners and a Senior Financial Advisor at Willamette Cascade Wealth Management. He has over 26 years of experience helping individuals and families build, preserve and transition wealth. He provides disciplined, customized investment plans that address retirement, wealth and education objectives, Social Security optimization, insurance and estate planning strategies. Tobias collaborates with the trusted professionals already in his clients’ lives- attorneys, CPAs, trustees, and other advisors – to incorporate their perspectives into the plan, facilitate coordinated implementation and strengthen outcomes.
Prior to joining Wells Fargo Advisors in 2011, Tobias held roles at J.P. Morgan Investments and Phillips & Company Securities, where he developed a pragmatic, client-centered approach. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Domestic Partnership Advisor (ADPA) designation, underscoring his commitment to professional excellence.
Tobias has been named a Forbes as a Best-in-State Wealth Advisor in 2019, 2024 and 2025.
The 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22-06/30/23 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. (Source: Forbes.com). https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
Originally from Alaska, he resides in Oregon with his wife, Heather, and their daughter, Addison and enjoys travel, reading, golf and his pets.
Tobias is dedicated to providing clear, actionable advice that helps clients achieve long term financial confidence and security.

CA Insurance License  #4025747  Resident State Oregon

With a career spanning over two decades, I have been dedicated to the field of financial advising since 1997. My foremost commitment lies in prioritizing my client's interests and ensuring their investment plans align with their unique needs and aspirations.

My experience is not confined to just advising. Using a holistic approach, I bring a wealth of experience from multiple market cycles and types of investing. This diverse background equips me to handle individually managed portfolios tailoring each one to meet specific requirements and situations of my clients.  With the constantly changing economic environment, it is crucial to use real life market experience to make the necessary changes.

Leveraging the extensive resources of Wells Fargo Advisor Financial Network, I am equipped to navigate a variety of client scenarios. Whether you're selling a business, planning for retirement, or facing any significant life decision, I have the experience and resources to help navigate these events.  At the core of my practice is a collaborative approach that centers around each client. My team and I work in concert with your trusted advisors, ensuring a cohesive understanding of your financial landscape.

To me, being a financial advisor goes beyond mere money management. It’s about being a trusted figure in my client’s lives, helping them comprehend the true potential of their financial resources and hard work, and how these translate into real-life decisions. I have always wanted to be a central hub for my clients - a place where they can bring all their financial queries and decisions - whether I can help them myself or link them with the resources necessary for their financial success.

In my free time I take great joy in supporting my children as they pursue their passions and ambitions. My daughter Carly is a dedicated dancer and college student at LMU in Los Angeles. My son Cameron it is a professional baseball player who was drafted out of the University of Washington, he is working hard to make his mark in the minors. Meanwhile my youngest Aspen, is exploring her talents in tennis, acting, singing, and piano. Personally, I am an avid motorcycle enduro rider, always seeking opportunities to connect with nature. I also have a deep interest in history and economics, captivated by the influential figures who have shaped our world.

CA Insurance License 4323673, Resident State OR.

Aaron Pearson is a founding partner and Senior Financial Advisor at Willamette Cascade Wealth Management, bringing more than 20 years of proven experience guiding individuals, families, and business owners toward durable financial success.  As a wealth advisor with a CERTIFIED FINANCIAL PLANNER® certification, he builds customized, tax-aware investment plans and disciplined portfolios designed to pursue long-term growth while preserving capital through market cycles.

Aaron earned a B.A. in History and a M.A in Literature from Portland State University, where he served as a Graduate Teaching Instructor before teaching high school English at the American International School in Rotterdam. His analytical rigor, clear communication and client-first approach helps clients clarify goals, manage risk, and make confident decisions.

In 2025, Aaron was recognized by Forbes as a “Best in State” Wealth Advisor and his practice was named as one of Forbes “Best in State” Wealth Management Teams.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com).  2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). View Award Disclosures

He lives in Lake Oswego with his two daughters, Louisa and Lucia. Outside of the office he is an avid reader and traveler, enjoys golf and supports his Los Angeles Dodgers and Oregon Ducks. His guiding motto is to work each day towards becoming the best possible version of oneself.

George has been a Registered Advisor since November 1994, with over 30 years of experience in managing investment portfolios tailored to clients’ risk objectives. As a Senior Fundamental Choice Portfolio Manager, he designs and actively manages portfolios, allowing clients to focus on enjoying their lives. George immediately starts each day with market analysis, watching for microevents that can impact client portfolios. As a fiduciary manager, he is passionate about ensuring his clients’ funds are well-managed.

Born on the East Coast in New London, Connecticut, George moved frequently across the country. He spent time in Hawaii, California, Ohio, and New York before settling in Everett, Washington. He attended Central Washington University in Ellensburg, Washington and later relocated to Portland. George and his wife are dedicated to remaining in this region for the rest of their lives.

George started his career in the brokerage industry in 1994 as a dialer for brokers, obtaining his license that same year. Within two years, George rose to Senior Broker at his firm. In 2008, he joined Wells Fargo Advisors, and transitioned to Willamette Cascade Wealth Management in 2024, maintaining the clients he has served throughout the entirety of his career.

George and his wife have five beautiful children. They look forward to traveling more as their kids grow up. Currently, they love dining out at restaurants in the Portland area. George enjoys playing games, fantasy football, and participating in his church and home community group

Stephanie Campbell began her journey in the financial services industry in 1997 with an independent brokerage firm. In 2004, she joined Wells Fargo Investments as a brokerage associate. After five years, she shifted to banking, where she excelled as a premier banker, managing affluent client relationships until March 2024. Now a Senior Client Associate at Willamette Cascade Wealth Management, she uses her extensive experience to help clients.

An Oregon resident of nearly three decades, Stephanie originally came from the Central Coast of California. She has grown to cherish the state’s breathtaking landscapes and vibrant communities, which have enriched her life.

In her free time, Stephanie loves to explore Oregon’s diverse regions with friends and family, always seeking new adventures and opportunities to create lasting memories.

I have been in the Financial Industry for six years working in various customer service
support roles. I take great pride in delivering top tier customer service and supporting
the client relationship in any capacity. I recently relocated to Portland from the DFW
area in Texas. Before moving to Oregon, I spent five years at TD Ameritrade learning
the ins and outs of trading, retirement accounts, and I was the Assistant Team Manager
for the overnight team.

In my free time, I enjoy traveling and exploring nature with my two dogs, Jessi and Pal.
I highly enjoy the foodie scene Portland has to offer; it inspires me to develop my own
culinary skills in my own kitchen!

Drawing on over 16 years of experience and my commitment to excellence, I manage the daily operations and administrative functions of our practice.

With a primary focus of building and cultivating relationships, I understand the importance of establishing meaningful connections with clients and colleagues. By investing time and effort into cultivating these relationships, I aim to provide a level of service that goes above and beyond expectations.

With a genuine curiosity for people and their journeys to success, I am always eager to learn and constantly seeking new knowledge and growth opportunities.

In my spare time, I find joy in spending time with my family and friends. I am an individual that thrives on being active and immersing myself in the outdoors. I cherish my close bond with my 2 adult daughters who live in the Southwest. They bring much warmth and joy to my life and I’m grateful for our strong connection despite the distance.

I currently hold my Series 7 and 66 Securities registrations and my Oregon Health and Life Insurance.

With 24 years of experience in the financial industry, my career has been driven by a genuine passion for helping individuals achieve financial wellbeing.

In 2000, my part-time job at Wells Fargo Bank blossomed into a rewarding career of building meaningful relationships and empowering others to achieve their financial aspirations.

Through firsthand experience, I have witnessed the impact of sound financial advice and effective planning on the lives of our clients.

I came to Willamette Cascade Wealth Management as their Senior Relationship Manager in September of 2023. I assist my advisors in creating individual comprehensive plans that encompass various goals such as education, tax optimization, retirement planning and wealth building.

I am an Oregon native who enjoys the love of travel, music, animals and above all spending time with my family, including my two grandchildren Norah and Ronan.

I love building genuine relationships and making sure each client feels valued. I take pride in being proactive, detail-oriented, and always ready to go the extra mile to ensure a positive experience. My role is all about helping our clients navigate their needs and making sure they get the best support possible.

I’m passionate about helping people and believe that a personal touch makes all the difference. Looking forward to working with you!

I have accumulated 17 years of experience in the finance industry with a strong focus on wealth advisory for the past decade.

I thrive on fostering a collaborative environment where I work closely with both clients and advisors. By embracing a team approach, we strive to exceed the expectations of our clients.

As the senior client associate, my responsibilities extend beyond the traditional role, as I am actively involved in training and supporting other associates. By promoting a healthy work life balance and encouraging team camaraderie, I believe we can create a more productive and fulfilling workplace for everyone involved. Ultimately, this approach allows us to deliver exceptional value while also enjoying the journey along the way.

Outside of my professional life, I enjoy spending time with my 3 children, engaging in outdoor activities such as hiking and kayaking, and I am a music and live comedy enthusiast.