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.
“If you don’t give anything, don’t expect anything. Success does not come to you, you come to it.” – Marva Collins
Bri strongly believes that sincerity and trustworthiness are the foundations of creating meaningful connections with others. These values are essential to building long-term relationships that leave a lasting positive impact.
Bri’s financial influence came from an introspective realization that there is a growing problem amongst her peers on financial management. She believes that financial education is key for success in life. Without it, people are merely running to each door hoping to find the exit.
Outside of long walks with her dogs, Bri’s greatest joy comes from making positive differences in the lives of those around her. She is known amongst her friends as someone that is committed to going the extra mile for them. She hopes to bring a smile to those who work with us at 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.
777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262
(760) 606-0084