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 |
| Darlene Pachot, CRPC, Investment Adviser Representative* | darlene.pachot@voyafa.com |
| Greysen Stefani, Investment Adviser Representative* | greysen@lewis-stefani.com |
| Wade Brewer, Investment Adviser Representative* | wade@lewis-stefani.com |
| Natalie Bowers, Administrative Assistant | natalie.bowers@voya.com |
| Melissa Handy, Administrative Assistant | melissa@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®.