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.

Jason Gong - LifeLong Wealth Management
(NMLS# 302914)(CA license number: 0G80574)(CRD# 2684816)


Brix Gatti-Espejo - Lifelong Wealth Management

Brix Gatti-Espejo

Financial Advisor

“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.

about lifelong wealth management

A Lake Oswego Portland Oregon Financial Wealth Management Company offering 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, CA92262

(760) 606-0087

(760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598