Allison Bizzano | Attorney

About: Allison is a detail-oriented and tenacious advocate for clients. She received her J.D. from Lewis & Clark Law School, where she graduated cum laude and served on law review. She received her B.A. and graduated magna cum laude from the University of Delaware. She has represented clients in state and federal courts, arbitration, and through resolution in Oregon, Washington, and Massachusetts for clients ranging from Fortune 500 companies to small businesses and individuals. Allison is a member of the Oregon Women Lawyers and Multnomah County Bar Association.

Specialties: Allison focuses her practice on litigation, real estate, and business law. She has represented clients in a variety of business and real estate disputes. She also assists clients in making agreements and solving problems and advises them on best practices. Allison's practice emphasizes closely held businesses and individuals. Additionally, Allison has experience advising financial institutions, borrowers, and lenders in different types of debt finance deals, including acquisition finance and asset-based deals. Allison represents clients throughout Oregon and Washington.

Quote: “I am a very strong believer in listening and learning from others.” — Ruth Bader Ginsburg

Connect: Contact Allison at allison@lotuslawgroup.com or at (503) 302-0906 or visit her website below!

MEMBER SINCE May 2023

Dr. Heather Friedman | Naturopathic Doctor & Acupuncturist

About: Heather Friedman is a Naturopathic Doctor and Acupuncturist who focuses on aesthetic medicine. She holds a background in exercise physiology, naturopathy, Classical Chinese Medicine, and extensive training in cosmetic injectables. A deep believer in holistic and lifestyle healing, Heather went on to study further through the Institute of Functional Medicine after completing her doctorate. All of this education also translates to Heather’s life as a mother and the daily rhythms of domestic life and daily wellness.

The work of medicine and aesthetics requires a life dedicated to continuous study; this is one of Heather’s favorite qualities of her work. Heather is a lifelong learner, and she currently invests in the experience of training with some of the best in the global community of injectables. To integrate these lessons, she also faithfully maintains a mostly-weekly blog that freely offers her learnings and inspirations to health.

Heather loves to support and motivate others to feel their best. Whether a botox treatment or a iv vitamin therapy, she has a mind-body-emotion approach to care. Each session is tailored to connection with the individual client and their goals. This work is a gift. Heather feels deeply honored to hold space for her clients on their unique journeys.

Specialties: Heather specializes in aesthetics that supports aging, restores the skin’s balance and youthfulness, and promotes overall well-being. From a holistic approach, she works to integrate her diverse educational background. She works with many modalities in her toolbox, possessing a wide-range of techniques to implement procedures with results that look natural and are long-lasting. Heather offers in-depth consultation to educate her clients on the various options available to them, and empowers them in their choices.

Quote: “To love well is the task in all meaningful relationships, not just romantic bonds.” ― bell hooks, All About Love: New Visions

Connect: Contact Heather at drheatherfriedman@gmail.com or at (503) 593-7274 or visit her website below!

MEMBER SINCE OCTOBER 2021

Carey Haladay | JD

About: Carey attended DePauw University, and then University of Oregon School of Law and graduated in 2006. Carey practiced exclusively in the area of family law from 2006 through 2014. Since 2015, Carey has owned and operated a small business in Lake Oswego. Carey opened her consulting practice in 2023 to help prepare clients for the divorce process.

Specialties: Through CMH Consulting, Carey provides information and guidance to individuals considering divorce. Contemplating leaving a marriage is intimidating, and it’s a time filled with unknowns and self-doubt. Obtaining information about the divorce process, learning the range of outcomes should they choose to pursue a divorce, and getting some planning guidance is empowering.

Carey's services are discrete and finite, providing information at an important step in between therapy or counseling and engagement of a divorce lawyer. By setting reasonable expectations about attorney fees, the discovery process, and outcomes Carey sets clients up for success from the outset of the divorce process.

Quote: "Be bold. Envision yourself living a life that you love." — Suzan-Lori Parks

Connect: Contact Carey at carey@cmh.consulting or at (503) 830-4010.

MEMBER SINCE NOVEMBER 2023

Abby Landon | Attorney

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About: Abby Landon received her J.D. from Lewis & Clark Law School and has 30 years experience as an attorney. The things she enjoys most about her estate planning law practice is helping her clients plan for their future, and the future of their families.

Specialties: Abby's expertise is in estate planning, business succession and tax planning, and probate and trust administration. Abby brings a personalized hands-on approach to each of her client’s needs.

Quote: "Design acknowledges change. Its meaning encompasses change in our times. To design is to 'create order and to function according to a plan.' The notion of change and design move along the same path." — Sara Little Turnbull

Connect: Contact Abby at abby.landon@woollandon.com or at (503) 447-8801 or visit her website below!

MEMBER SINCE AUGUST 2021

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Zari Mootz | Mortgage Advisor

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About: Zari assists home buyers in Oregon, Washington, and California to obtain a loan for the purchase of a residential property. Born and raised in Portland, Oregon, and a graduate of Portland State University, she strives to help every member of her community reach their home buying goals. While each transaction is unique, the theme is similar: each client is improving their life in a significant way, and Zari feels fortunate to be a part of each of those experiences.

Specialties: Zari specializes in buyer education, taking special care to communicate the short- and long-term impacts of mortgage loans to each individual client. She originates conventional, FHA, VA and USDA loans for both purchases and refinances, and also has an expertise in self-employed borrowers.

Quote: “It takes as much energy to wish as it does to plan.” – Eleanor Roosevelt

Connect: Contact Zari at zmootz@primeres.com or at (503) 936-9905 or visit her website below!

MEMBER SINCE APRIL 2021

NMLS 1625228

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Amber Nieves | Insurance & Financial Advisor

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About: Amber Nieves joined COUNTRY Financial in 2001 as an insurance agent licensed in both property/casualty and life/health insurance. Born as a military brat, Amber moved every 3-4 years growing up. Her parents settled down in Montana where she finished high school and graduated the University of Montana with a BA in Sociology and a minor in Spanish. With 23 years of experience in insurance in the Portland Metro area of Oregon, she's successfully built an insurance agency from scratch. She attributes her success to carefully listening to her client's specific needs while simultaneously gaining education from industry leaders and professionals about their business building and retention strategies. When you're working to achieve your financial goals, it helps to have some trusted guidance along the way. Amber would like to help you identify your goals and work through life's changes to close the gaps to prevent income and asset loss.

Specialties: Within her field, Amber specializes in total asset protection with personal and commercial lines insurance. She assists homeowners, business owners, farmers, craft brewers, wineries and vineyards with specialized and customized insurance plans that are tailored to their specific needs while working with an A+ rated company, COUNTRY Financial. She also assists with Bonds, and Worker's Compensation insurance.

Quote: "Wealth is based on both Financial Independence and Financial Security, which includes having planned and prepared with Savings, Insurance, and Investments that work for you!" — wealth protection expert advice.

Connect: Contact Amber at amber.nieves@countryfinancial.com or at (503) 605-0059 or visit her website below!

MEMBER SINCE FEBRUARY 2024

Lauren Perreault | Principal Broker

THE PERREAULT GROUP AT RE/MAX SELECT & RE/MAX RIVERSIDE FINEPORTLANDHOMES.COM | LAUREN@THEPERREAULTGROUP.COM | (503) 388-2888

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About: Lauren spent 28 years in senior management positions at various Fortune 100 aerospace/technology firms before deciding to make a career switch to real estate in 2004. Since then, she has immersed herself in the real estate field, becoming a Broker in three states and earning many advanced certifications. After moving to Portland in 2016, Lauren puts most of her focus on the Portland Metro residential real estate market, especially for downsizing seniors or their estates or for people relocating to the area. She runs a team of agents in both the Portland area and Southern California. She especially enjoys helping people enhance their wealth through real estate. Lauren earned a BS in Mechanical Engineering from Michigan State University and an MBA from the University of Southern California.

Specialties: Lauren specializes in using real estate to enhance wealth. For Sellers, she helps with identifying simple changes that can make a home sell more quickly and for top dollar, for Buyers, she helps identify homes that may need cosmetic work but are overall a bargain compared to other homes in the area, and for Investors, she is skilled in evaluating cash flow and Cap Rates for various residential investment options and in working with 1031 exchanges.

Quote: "Buy Land, they aren't making any more of it." — Mark Twain

Connect: Contact Lauren at Lauren@ThePerreaultGroup.com or at (503) 388-2888 or visit her website below!

MEMBER SINCE APRIL 2021

Licensed in Oregon Principal Broker #201215161 RE/MAX Select, Licensed in Washington Managing Broker #26093 RE/MAX Riverside, Licensed in California Associate Broker #01517010 RE/MAX Estate Properties.

Claudia Porter, CFP® | Wealth Advisor

About: Claudia, CFP®, joined RFG Advisory in 2025. She is a Certified Financial Planner®.
Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied Linguistics from the Technical University of Braunschweig Carolo-Wilhelmina in Germany. She spent her previous academic career in adult education teaching linguistics and English to international students in both in Germany and the U.S.

Prior to joining RFG Advisory, she worked with Merrill Lynch Wealth Management and Cambridge Investment Research. Claudia is passionate about making a positive difference in clients' lives by helping them define specific measurable goals that are aligned with their values and create a plan to pursue the life of their dreams. In her search to consistently add value to her clients' lives, she focuses on client education and coaching, so that they can make confident and informed decisions and feel empowered to prioritize the future they have always envisioned. She sees the value of having powerful professional connections to better serve and educate her clients and, at the same time, providing mutual growth among the members of those professional networks.

Specialties: Claudia specializes in wealth management and financial planning, with a focus on guiding clients to discover what truly matters to them. By helping clients gain clarity, purpose, and confidence, she empowers them to build the future they've always envisioned. Claudia is particularly skilled at assisting individuals through life transitions, supporting them as they pivot toward a future that she helps them carefully craft.

Quote: “Success is not what we get. But who we become, what we contribute…. that gives meaning to our lives.” – Tony Robbins.

Connect: Contact Claudia at cporter@rfgadvisory.com or at (503) 523-4322 or visit her website below!

MEMBER SINCE DECEMBER 2020

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.