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About Us

We want to help.

Our decision to become finance professionals was driven by a deep desire to help those around us. We have seen firsthand how friends and family can struggle to plan for their financial future without solid financial literacy and expert advice. Our personal understanding of finance, combined with our training and expertise, lets us assist our family, friends, and you. We have a reputation for making financial education accessible and easy to understand.

Meet the Pioneer team.

Our team approach helps you reach your goals. Getting opinions from several sources with diverse backgrounds, education, and experience is valuable.

Anthony Roa

Anthony J. Roa, AIF®

Wealth Advisor

541-899-9164

(541) 702-2088

Paul T. Caswell

Paul T. Caswell CFP®, ChFC®

Wealth Advisor

541-899-9164

541-702-2088

Why designations matter to your financial future.

Why designations matter to your financial future.

Certified Financial Planners (CFP®), Chartered Financial Consultants (ChFC®), and Accredited Investment Fiduciaries (AIF®) are highly trained and ethical professionals. Working with a designated advisor not only gives you access to their specialized knowledge and diverse skill set, but it also speaks to regulations and guidelines they have to follow. 

The foundation we build every plan upon.

Our core values inform our decisions, processes, and how we treat you. Let's navigate your financial uncertainties with clarity and confidence so you can make informed decisions and embrace life's adventures.

Real-Time Financial Planning

Planning is the heart of what we do, providing a guide as you unlock the potential in your finances. With a personalized plan, you can feel grounded through uncertainties.

Process Leads to Clarity

We have a clearly outlined roadmap for your financial plan from the beginning of each year. You'll know what we're doing, why, and how much you can spend to stay on course.

Clarity Brings Confidence

Knowing how much you can spend while pursuing the life you want is critical. When you know what's going on in your plan and portfolio, you can pursue life with greater confidence.

Confidence Inspires Joy

Our team gets joy by inspiring confidence and joy in YOUR life. From our office atmosphere through our process, our aim is to help you find long-term joy by helping you identify and reach your milestones.

We Can Help You

We help individuals, families, and business owners enjoy now and build their future. How can we help you reach your goals?

Explore Who We Work With

We Start With a Plan

We take a client-first, process-guided approach. We listen to your needs and offer tailored insights and strategies.

Read About Our Approach

We Have a Proven Process

Do you wonder what goes into financial advising? We don’t gate keep financial resources or our process.

Learn About Our Process