Our Team
Leonard Nelson, CFP®
Founder, NorthWest Investment and Retirement Group, LLC & Financial Advisor
(503) 224-8832
My passion lies in witnessing the transformation of my clients as they transition from their careers into fulfilling retirements. I take pride in ensuring we have effectively transitioned their investment strategy from wealth...
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Paula Marlin
Executive Administrative Assistant
(503) 224-8832
With 28 years of experience in the financial industry, I bring a wealth of knowledge to our team, particularly in the areas of IRA & 401(K) retirement plans, individual IRA retirement plans, and variable annuities. I have worn many...
Laura Davies
Office Manager
(503) 224-8832
I began my journey here as Leonard Nelson’s Administrative Assistant, and my role has evolved over time, thanks to my background in administration and accounting. Having grown up with both parents in the financial planning industry for...
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Jacob Nelson
Student
503-224-8832
In my late 20s, I found myself questioning everything, and it was this introspection that led me to find my purpose in the business world. The satisfaction I derive from making a difference and helping people navigate their financial...
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