Matt Ligon, a Washington native, is a dedicated financial professional with a strong foundation in international business and marketing. He earned his bachelor's degree from Washington State University in 2010. In 2024, Matt joined Lewellyn Wealth as a client service associate, where he provides essential support in developing tailored financial strategies for clients. Currently, he is pursuing his licensure to become a financial advisor, further enhancing his ability to guide individuals toward their financial goals with expertise and precision.

Tami (Tamra) has been a client for several years, and joined our Team in 2024.  She attended U of O and is proof that Duck’s & Beav’s can coexist. She brings to our office many years of customer service experience from the banking industry, and has a genuine interest in providing our clients with the highest level of service. Her banking background proved invaluable as she played a pivotal role in our recent branding to Lewellyn Wealth and back office change to LPL. When not behind her desk at Lewellyn Wealth she enjoys spending time with her family and friends. She has a passion for exploring and travel, learning about new places, history, and various cultures. She can often be found in the great outdoors, near water, kayaking, fishing, listening to live music, attending a theater production or just enjoying the sunshine at one of our many local wineries.