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Our Team

A man with money meets a man of knowledge. The man with money walks away with knowledge. The man with knowledge walks away with money. - Anonymous

Jason Gong, CFP®, ChFC®

Financial Professional

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.


(NMLS# 302914)(CA license number: 0G80574)(CRD# 2684816)

 

Jane Ferguson pic

Jane Ferguson

Client Service Representative

Jane Ferguson is a client service representative with a passion for helping individuals navigate their financial journey. She is responsible for helping clients with their servicing needs and requests. Her background in effective communication and management gives her the perfect skillset to meet and exceed the expectations of the people she works with.

Hailing from Portland, Oregon, Jane recently earned her degree in Business Administration with a Marketing concentration and a minor in Journalism from Gonzaga University in May 2023. Jane’s academic pursuits and diverse experiences have seamlessly aligned with her life’s mission: aiding others through effective communication, fostering relationships, and employing analytical thinking. She excels in establishing meaningful connections and is eager to contribute her skills to assist clients at Lifelong Wealth Management in achieving their financial goals.

Beyond her professional endeavors, Jane finds balance through her love for yoga, attending concerts, and cherishing moments with friends and family. With a dedication to clear communication and a genuine enthusiasm for building lasting connections, Jane Ferguson is poised to make a positive impact in the financial services industry.

 


 

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534

 

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084

 

Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598