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®

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.


 

Morgan Savanna

Executive Administrative Assistant

Climbing the ranks of the healthcare industry, she began to discover an interest in the financial world. Starting from humble beginnings, Morgan learned the value of money management at an early age. She believes in trying to help her peers understand the relationship of money to patience and hard work.

At Lifelong Wealth Management, Morgan strives to extend her warmth the minute you enter our firm. She’s passionate about quality customer service and puts your needs first.

Her passion for health extends past her prior professional experience as a phlebotomist and certified nursing assistant. She often spends time in the kitchen preparing nutrient rich-food. One of her favorite home-cooked meals is ratatouille which is a traditional French stew. Morgan also enjoys taking her senior pug for a stroll out on the town, as well as, singing and dancing.


Make Better Financial Decisions.

Lifelong Wealth Management provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon.