Meet The Team

Portland Financial Group offers a straightforward approach to building financial strategies focused around you. We take the time to understand your specific needs before offering possible solutions. When working with us, you can take meaningful, manageable steps to help achieve a secure financial future.

 
Investment Management, Retirement Planning, Risk Management Strategies, Business Succession Planning

Ed Lebold, CFP®

Principal
(503) 542-9407

Ed started his financial career in 1987 after graduating from the University of Oregon. He maintains a consistent, thoughtful approach to financial planning and servicing his clients. Ed specializes in helping dentists, medical practitioners and business owners design financial plans for themselves and their families.

Goal Setting, Long-term Disability Income Insurance for Dentists, disability insurance, Long-term Disability Income Insurance for Physicians

Morgan Sund, CFP®

Financial Advisor
(503) 949-7968 (Voice Only)

Morgan graduated from Oregon State University with a Bachelor's in Business Administration, Management and Marketing. She started her career as a Financial Advisor in 2013. Morgan excels at educating and assisting individuals, families, professionals, and business owners on implementing realistic goals and guiding them towards a secure financial future.

Student-Loan and Debt Management for Medical Practitioners, Goal Setting and Financial Planning for Medical Practitioners, Employee Group Benefits, Financial Experts

Betsy Kusyk

Director of Group Benefits
(503) 542-9447

Betsy graduated from Oregon State University with a Bachelor of Science in Psychology. She has over 20 years of insurance experience, with over 10 of them spent as Portland Financial Group’s Director of Group Benefits. As such, she helps small business owners design affordable benefits packages for themselves, their employees and their families. She believes employees are an organization’s greatest asset and takes personal satisfaction in ensuring employers and employees are taken care of with appropriate and affordable insurance coverage.

Estate planning, Paying Off Debt, Fee-based Planning, Charitable Giving and Legacy, Lake Oswego Financial Advisors, Certified Financial Planner

Caroline Whitesell

Relationship Manager
(503) 542-9419

Caroline graduated from Oregon State University with a Bachelor of Science in Marketing. She joined Portland Financial Group in 2016. As the Relationship Manager she helps new clients throughout the planning process and maintains regular contact with current clients. Caroline finds working in the financial services industry rewarding and enjoys educating clients on the significance of planning for their future.