Broker Check

Team

How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I 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. I feel a commitment to my community.

A team approach adds perspective to all I do and provides increased benefits to my clients.

Firm Founder

Elizabeth Barry

Owner/President

(503) 718-5246

(503) 718-5290

elizabeth@timeless-wm.com

Elizabeth founded Timeless Wealth Management in 2025 after working closely with her father in his financial advising business for 7 years. She has over 15 years of experience in operations and financial planning. Her career spans both...
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INVESTMENT COMMITTEE

Jared  Sutton

Jared Sutton, CFA, CFP®

Investment Committee Member

Jim  Wessels

Jim Wessels, CPA/PFS™, CFA®

Investment Committee Member

Sean  Phillips

Sean Phillips, CFA

Investment Committee Member

SUBJECT MATTER EXPERTS

Andrew  Jensen

Andrew Jensen

Insurance and Annuity

Cindy  Vandenburg

Cindy Vandenburg

Health, Disability, Life and LTC

Emily  Tripp

Emily Tripp

Financial Planning Associate

Matt  Boehnke

Matt Boehnke, CFP®

Financial Planning

Micaela  Chase

Micaela Chase

Operations and Paraplanning

Rob  Edwards

Rob Edwards

Retirement Plans

Wendy  Lilly

Wendy Lilly

Retirement Plans