Work with people you can share a laugh with to map out your financial future. Creating a financial plan helps you see the big picture and set long- and short-term life goals, a crucial step in building the future you’re looking for. When you have a financial plan, it’s easier to make financial decisions and stay on track.
You’ll work with people who consider your objectives and always keep your interests first. From initial consultation (at no charge) to evaluating what you have available and where you want to go, to creating the plan and managing your nest egg, you can count on us.
Meet the whole Johnson Glaze & Co team at www.johnsonglaze.com
![]() Michael A. Blanchard, CPA, ABVChief Compliance Officer and Advisor Michael Blanchard, CPA has more than 19 years of experience in the Salem area on individual and business taxation, accounting, business valuation and succession planning, as well as management consulting. He is a Certified Public Accountant and Accredited in Business Valuation (ABV). He specializes in helping clients with complex tax situations. |
![]() Joshua Morrow, CPA/CTFAAs a CPA, Certified Trust and Fiduciary Planner and shareholder in the firm, Joshua brings expanded estate planning and financial advisory skills to our team. His experience in working with not-for-profit organizations in the region fits well with the JGC Wealth commitment to our community. |
![]() Katie FallinStaff Accountant & Investment Advisor Representative Katie Fallin joined us as a permanent employee in January of 2015. She has experience in retail management and in client services, which she draws on in her work at JGC. A graduate of Linfield College with a Bachelor of Science in Accounting, Katie is enjoying working alongside her co-workers and learning all of the many aspects of accounting. Katie is a member of the AICPA and is currently studying for the CPA exams. She also has her HR certificate. |
![]() Becky Adams |
Your first appointment with one of our professionals is on the house. Talk to us about your vision for your financial future—whether it’s a retirement plan for yourself or your business; a plan to grow your nest egg; or someone to talk to about choices for social security benefits or managing your Oregon PERS. We can help you chart a course to your financial future.
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