Contact Us

Contact Us

Our Portland office is located at
The Water Tower at John’s Landing
5331 S. Macadam Avenue, Ste 207
Portland, OR 97239

Our local service team in Portland has enjoyed working with the City of Portland employees for over 30 years. Our team of experienced financial professionals is available to assist you with a variety of services designed to help you plan for your retirement and future financial needs.

Please visit our website to learn more about our local service team and our financial planning services including:

  • Educational meetings and seminars
  • Individual one-on-one meetings
  • Asset allocation modeling
  • Model Investment Portfolios
  • Hypothetical illustrations
  • Retirement planning
  • Investment advice and guidance on-line and in person
  • PERS counseling

You can also contact a financial professional listed below.

Main Contact(503) 937-0378 or (800) 238-6281
Deferredcomp@lewis-stefani.com
Local Service Team 
Melinda Lewis, CFS, Investment Adviser Representative*melinda@lewis-stefani.com
Wendy Stefani, CFS, Investment Adviser Representative*wendy@lewis-stefani.com
Jay Recchia, Investment Adviser Representative*jay@lewis-stefani.com
Nick Depner, Investment Adviser Representative*nick.depner@voyafa.com
Greysen Stefani, Investment Adviser Representative*greysen@lewis-stefani.com
Wade Brewer, Investment Adviser Representative*wade@lewis-stefani.com
Natalie Bowers, Administrative Assistantnatalie.bowers@voya.com
Melissa Handy, Administrative Assistantmelissa@lewis-stefani.com

* Investment adviser representative and registered representative of, and securities and investment advisory services offered through, Voya Financial Advisors, Inc. (member SIPC).

Schedule an appointment with a financial professional.

Voya Retirement Readiness Service Center: (800) 584-6001 - Customer Service Associates are available to assist you weekdays from 5:00 a.m. to 6:00 p.m. (Pacific Time).

The Lewis Stefani Group is a separate entity and not a corporate affiliate of Voya Financial®.