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.


Samantha Harrington

ADMINISTRATIVE ASSISTANT

“The best way to find yourself is to lose yourself in the service of others” – Mahatma Gandhi

As a recent graduate at Oregon State University in Business Administration, Samantha wanted to start her career at a company that matched her passion for helping people achieve their personal life goals. She strongly believes in helping people cultivate and develop a meaningful life. Samantha comes from a hard-working family, where she learned that integrity, hard work, and the process will always yield tremendous results.

While studying abroad in Barcelona, Spain, Samantha developed an appreciation for other cultures and backgrounds around the world. Samantha developed a greater understanding of connecting with people from different cultures and backgrounds. In her free time, she enjoys hiking the beautiful trails of Oregon, hanging out with her friends, and spending time with her family.

Samantha Harrington - Lifelong Wealth Management

Karlie-Kae Rodgers- Lifelong Wealth Management

Karlie-Kae Rodgers

COMMUNITY MARKETING ASSISTANT

“The ultimate goal of farming is not the growing of crops, but the cultivation and perfection of human beings.” – Masanobu Fukuoka

Karlie is a 6th generation small-town farmer born and raised in Southern Oregon. She holds true to the values that were instilled in her from birth by her family and community. Hard work, integrity, and above all serving others who need a helping hand. While working on the farm, she found her passion for business, communication, and the need for serving the surrounding community.

More importantly, she learned that local farmers need a voice. She believes communication between businesses, ethnicities, partners, and different economic/social backgrounds would help create a stronger community in support of farmers. Through this communication, she knew it would help create the transparency society needs to help local farmers.

Learning her passion for English through the novels by Jane Austen and Mark Twain, Karlie now brings her passion for English into the communication on financial habits to individuals and families. Karlie is majoring in English and Creative Writing at Oregon State University and is a member of Delta Delta Delta Sorority the Theta Mu Chapter. In her spare time, she enjoys golfing with friends and co-workers, helping her brothers on their farms, and spending as much quality time with her nieces and nephews.

Make Better Financial Decisions.

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