Jason Gong began his career in investment management and marketing in the early 1990s holding positions at both Bank of America and Wells Fargo. An enthusiastic and driven professional, Jason’s passion resides in creating lifelong relationships with his clients.
During the 2008 economic downfall, Jason decided to create a holistic financial platform that extends beyond specific industry silos. He believes in order to stave off significant downturns, there must be an understanding of the client’s overall portfolio mix, supported by a client’s overall wants. Thus, he created Lifelong Wealth Management Group.
In his spare time, he enjoys roughhousing with his boys, going on romantic dates with his wife, golfing, and fishing with his clients.
Jason chairs the NW Spine Foundation. He is also an officer of the Portland Business Network.
“It is health that is real wealth and not pieces of gold and silver.” — Mahatma Gandhi
Brix (pronounced Br-ee) has always had an innate passion for helping people discover the best versions of themselves. That passion propelled her into the healthcare industry where she began her career as a dental hygienist. It was in her daily engagements with clients that she discovered her true calling–helping people achieve integrated holistic health. She believes wealth comes in many shapes and sizes including mind, body, and finances, and to live a rewarding life these areas must be in harmony.
Brix attended Loma Linda University, where she graduated at the top of her class, Summa Cum Laude. In her spare time, she enjoys exploring the outdoors with her childhood best friend and husband, John. They love to travel, cook (and eat) delicious food, and spend time with their family.
“Life isn’t about waiting inside for the storm to pass. It is about learning how to dance in the rain.” – Vivian Greene
Andi believes purpose is shaped through the challenges of life and that everyone holds the brush to the canvas of their lives.
Her extensive background in hospitality, real estate, special education, and business management gives her the ability and confidence to handle the ups and downs of the wealth management industry. Andi’s humble beginnings have sharpened her perspective on the rewards of helping others through life’s challenges.
At Lifelong Wealth Management, Andi is responsible for creating positive client services, transition, and experiences. In her spare time, enjoys reading, parkour, and beekeeping. But the most rewarding part of her life is being a mother to her children.
A Lake Oswego Portland Oregon Financial Wealth Management Company offering a unique approach to develop a comprehensive financial plan that fits your unique situation.
5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035
777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262
3017 Douglas Blvd., Suite 300 Roseville, CA 95661