JD – Law Baylor University*
BBA – Economics Baylor University
CFP® – Certified Financial PlannerTM
Prior to becoming a Financial Consultant, Grant Johnstone worked as an attorney in his own successful law practice in Houston, Texas.* This experience provided Grant with a keen personal understanding of business ownership, entrepreneurship, and law. In 1997, Grant became a Financial Consultant at Smith Barney, working alongside his father to build a national Financial Consulting practice.
In 2005, Grant formed Johnstone Financial Advisors to provide the services and investments of the largest firms, while also offering the personal attention and accountability of a boutique office. In 2017, Johnstone Financial Advisors grew to become its own Registered Investment Advisory Practice wherein the fiduciary standard is fully adopted and advisors are paid salaries (not commissions). This evolution sets Johnstone Financial Advisors apart in the industry – Putting the needs of clients first with competitive pricing, top credentialed CFP professionals, and personalized attention and service usually reserved for the most elite clientele.
Grant tends to find a new hobby every other year. Pinball restoration, motorcycles, coin tricks, skydiving, and now… he is raising 3 pet ducks.
In addition to serving clients from our main office in Lake Oswego, Oregon (near Portland), Grant maintains a meeting office in Clear Lake and visits Dallas, Austin, San Antonio, and Houston regularly to see family, friends and clients.
* Non-practicing attorney
BS – Maritime Engineering Technology | California Maritime Academy
CFP® – Certified Financial PlannerTM
Mark Buser is our Chief Investment Officer, managing our advisory department and trading. In addition, Mark serves as the personal financial planner to individuals and families throughout the United States, assisting them in the areas retirement and investment planning.
In addition to his many accomplishments in the financial industry, Mark has become our resident Iron Man, having completed one of the most difficult long-distance triathlon races organized by the World Triathlon Corporation.
As past President of the Ice Age Floods Institute, Mark worked closely with the Pacific Northwest Congressional Delegation to pass the Ice Age Floods National Geologic Trail Act. The legislation created a new unit of the National Park Service that crosses portions of Montana, Idaho, Washington and Oregon depicting the fascinating story of the largest fresh water floods recorded in earth’s history.
After a 17 year career in the Telecommunications business, Tony joined his father at the esteemed financial services company A.G. Edward & Sons to provide strategic equity trading for high net worth clients. Their emphasis was on stock research and active trading.
Tony was invited to join Johnstone Financial Advisors in November of 2016 to begin training as a Certified Financial Planner candidate. Building on Tony’s extensive trading experience, the CFP training provides the essential foundation for comprehensive financial planning.
Tony says he most enjoys fly fishing and cycling with his two teenage sons, but he is also a fantastic cook. Be sure to ask Tony about his incredible spaghetti sauce that he hopes to bring to market one day.
BS – Portland State University
As the chief operating officer Katie is responsible for overseeing our firm’s ongoing operations and procedures. She leads the administrative team to ensure that the company has the proper operational controls, administrative procedures, and people systems in place to effectively support our advisors and their clients. She and her team are the friendly voices on the phone that gets things done for you when you call.
Katie enjoys spending her free time with family and friends, reading, jogging, and, whenever possible, escaping on a road trip to the beautiful Oregon Coast.
Dewey has assisted financial advisors for over 20 years and helps in processing our clients administrative needs. She handles the administration of our special projects such as estates and divorces. Dewey graduated with a Bachelors degree of Science from University of California. When she is not at the office, Dewey is gardening and running her own business providing continuing education and therapy for health care workers.
Helen stays in close contact with clients by making regular calls to check in and say, “hello.” In addition to maintaining a personal rapport with clients, she also schedules regular reviews and keeps abreast of client needs.
Amy Johnstone is a Corporate Officer with Johnstone Financial Advisors. She provides HR, bookkeeping, and office management support. Amy works closely with Grant to form company policy, procedures, and business strategy. She steers decisions involving human resources, capital management, marketing and technology. Prior to joining Johnstone Financial Advisors, Amy practiced insurance and environmental law and worked as an SAP consultant with Ernst & Young (currently non-practicing).
This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable. However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.
Johnstone Financial Advisors, Inc.) is concerned about your right to privacy. When you visit our website, please know that the following data is collected;
This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. If you have questions or concerns about our policy, please contact us at (866) 989-2929 during normal business hours, by email to Grant Johnstone ([email protected]) or by mail at Johnstone Financial Advisors, 334 3rd Street, Lake Oswego OR 97034.