Bob is founder, chairman, and CEO of Advanced Wealth Management. He has been a CERTIFIED FINANCIAL PLANNER™ professional for more than 25 years and is an Accredited Investment Fiduciary® designee. He is an Investment Adviser Representative of both Commonwealth Financial Network® (member FINRA/SIPC) and Advanced Wealth Management. He is also a licensed insurance consultant with the State of Oregon.
Bob grew up in the Portland area and is a U.S. Army veteran. He graduated from the University of Washington magna cum laude and Phi Beta Kappa, and he earned his law degree from Northwestern School of Law at Lewis and Clark College, Portland, Oregon, graduating cum laude.
Bob practiced law for two years and entered the financial services industry in 1982 with a national company. He spent four years in management with this organization before returning to Portland in 1989 to own and operate his own firm and to improve the quality of life for himself and his family.
Bob is a member of several professional and nonprofit organizations and is past president of the Oregon Society of the Institute of Certified Financial Planners (OSICFP). He was also on the Task Force for Practice Standards for the ICFP.
In 1999, Bob decided to affiliate with Commonwealth Financial Network, one of the most respected independent broker/dealers in the U.S.
Bob is a multiyear winner of the Five Star Wealth ManagerSM award*.
Ted is the president of Advanced Wealth Management and is a CERTIFIED FINANCIAL PLANNER™ professional, as well an Accredited Investment Fiduciary® designee. He is an Investment Adviser Representative of Commonwealth Financial Network® and Advanced Wealth Management and is a licensed insurance producer.
A native Oregonian, Ted grew up in the Portland area and studied at the University of Oregon. While at the U of O he worked to reestablish a racquetball program that had not existed for some time and helped lead the Ducks to two top-10 finishes in the U.S. National Collegiate Championships. He graduated from the University of Oregon magna cum laude and Phi Beta Kappa and later went on to earn an Executive Certificate in Financial Planning from the Pamplin School of Business at the University of Portland.
Prior to joining Advanced Wealth Management full-time in 2008 Ted lived in Spain, where he had received a grant from the Spanish government to teach English in a school in a small town in Andalucía. He has also lived and volunteered in South America. In addition, Ted has worked as a racquetball pro and loves exploring the wilderness of the Pacific Northwest. He is passionate about helping our clients achieve their goals, both financial and otherwise.
Ted is also active in the community, as he is a member of several local groups and associations, including the Estate Planning Council of Portland. He is strongly committed to the growth of the financial planning profession, and for several years he served on the Board of Directors of the Financial Planning Association of Oregon and Southwest Washington; he was elected to serve terms as both president and chair of the board.
Ted is a multiyear winner of the Five Star Wealth ManagerSM award*.
Vice President of Operations
Linda is our vice president of operations. A native Oregonian, Linda grew up in the Portland area and joined Advanced Wealth Management in October 2004 when her youngest child entered college. She became the head of our operations team in 2008, and our systems have run extremely efficiently ever since. She is a long-time member of the Financial Planning Association.
During the years of raising her three children, Linda was an active volunteer with the Beaverton School District, aiding teachers in the classroom, assisting in the school offices, and helping with fundraisers. Prior to this, she worked in the medical field. Linda enjoys spending time with her family, gardening, and ballroom dancing.
Veronica Shaffer joined our team in 2008 and works in our Operations department, helping provide exceptional quality service to our clients. Her weeks are divided between her time with us and being a full-time Mom.
Veronica grew up in Tigard, Oregon. She graduated from Pacific University with a degree in coordinated studies in humanities, with a focus on languages and communications. Her college experience included studies in Italy.
After graduation from college, she joined AmeriCorps for one year to work with low-income school-age children in Aloha, Oregon. Prior to joining us, she worked for an office products company as the liaison between sales and technology for customer support.
In her free time, Veronica enjoys spending time with her family, including bicycling with her husband and young daughters.
Becky Clevenger joined our team in 2010 and works in our Operations department, helping provide exceptional quality service to our clients. She is also our in-house computer specialist.
Becky attended Northern Arizona University, where she spent two years studying computer science and engineering before changing course to pursue a passion for languages. In 2008, she earned her degree in English with a minor in the Japanese language, and an invitation to Sigma Tau Delta, the International English Honors Society. She also became licensed to teach secondary-level English, with special accreditation to teach English-language learners in an immersion environment. She is a member of the Financial Planning Association.
A native of Scottsdale, Arizona, Becky relocated to Portland shortly after her graduation from college in search of cool, rainy weather. She enjoys studying classic literature and history, keeping up to date with the latest technology, and exploring in and around Portland with her husband and friends.
Traci Vanaken is a registered associate and holds both FINRA Series 7 and Series 66 registrations. She assists Bob, Ted, and our clients in our investment process. She also works in our Operations department, helping provide exceptional quality service to our clients. She has been a member of our team since 2009, when she worked part-time while attending the University of Portland. She joined our team full-time in 2012 after graduating with her degree in mathematics and a minor in education. While in college, Traci studied abroad in Australia and volunteered in local Portland classrooms. She is a member of the Financial Planning Association.
Traci grew up in Forest Grove, Oregon. She has been active in her local community and is a leader with her church’s Youth Group, helping to organize service trips to many different locations.
Dorothy is our business manager. With Lindsey, she is responsible for our internal accounting and human resources.
Dorothy graduated from the University of Buffalo, New York. Her first career was in the banking industry, and she began working with Bob and his firm in 1984. Her day-to-day tasks vary greatly, as her wealth of knowledge about our business allows her to step in wherever she is needed most. Dorothy avoids the spotlight but always finds a way to make everything work smoothly and effectively.
Lindsey is our business manager, working with Dorothy on accounting and human resources responsibilities. Her week is divided between her work with us and teaching Spanish to undergraduates at the University of Portland.
Lindsey studied Spanish and political science at the University of Oregon, where she graduated with departmental honors as well as cum laude and Phi Beta Kappa. After graduation from the U of O, Lindsey earned an MA in Spanish language and literature from Middlebury College in Vermont, spending most of one year living and studying in Madrid, Spain.
Lindsey enjoys travel, soccer, and many other athletic activities. She and her husband Ted spend as much time as possible outdoors with their dog, Kona.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 811 Portland wealth managers were considered for the award; 223 (28 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.