Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tony Fox, AAMS®

Wealth Advisor, Owner/Founder

(503) 871-1904

tony@oncoursewa.com

Tony is a co-owner and founding partner of On Course Wealth Advisors. Tony is also an Accredited Asset Management Specialist℠ with 23 years of experience in the financial industry, including over 15 years as a licensed financial...

Matthew Russell, CFP® , CRPC®

Wealth Advisor, Owner/Founder

(503) 539-0466

matt@oncoursewa.com

Matt is a co-owner and founding partner of On Course Wealth Advisors. He is a CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience in the financial services industry. Matt helps his clients through a holistic...

Joey Tsai

Financial Advisor

(503) 882-0789

joey@oncoursewa.com

As a Financial Advisor with On Course Wealth Advisors, Joey brings nearly 20 years of experience in the financial industry. Joey strives to help members reach their financial goals by utilizing strategies honed from his years of...

McKyla Jackson

Client Service Associate

971-236-3473

mckyla@oncoursewa.com

McKyla is a dedicated Client Service Assistant at On Course Wealth Advisors focused on streamlining processes and providing direct support to both clients and the wealth management team. With a strong foundation in client relations and...