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Meet the experienced team at Vantage Wealth Management.

Brian Donne

President

As the founder and leader of Vantage Wealth Management, Brian’s vision is to guide individuals and families toward financial clarity and peace of mind. A graduate of Oregon State University, Brian brings both expertise and a deep connection to the local community. When he’s not helping clients secure their financial future, he enjoys spending time outdoors with his family of four, embracing the same values of stewardship and planning that he instills in his work. His leadership ensures that every decision is made with integrity and a focus on serving clients’ best interests.

Brian Donne, President of Vantage Wealth Management

Dawn Cate

Account Manager

Dawn has been licensed since 1972 and is dedicated to creating a seamless experience for every client. Her attention to detail and excellent communication skills ensure that each step of your financial journey is handled with care.

Dawn Cate, Account Manager at Vantage Wealth Management

Ben Lusic

Insurance Agent

Ben has been licensed since 2010 and has expertise in comprehensive insurance planning. He is passionate about protecting clients’ families and assets. His personalized approach ensures clients feel confident in their coverage.

Ben Lusic, Insurance Agent at Vantage Wealth Management

Gabriela Hamel

Administrative Assistant

Gabriela supports the team by managing the day-to-day operations and ensuring smooth communication with clients. She is the friendly voice of Vantage Wealth Management. Her organizational skills help keep everything running efficiently.

Gabriela Hamel, Administrative Assistant at Vantage Wealth Management

Where do you want to go?

We'll get there, together

Our team of professionals has years of experience in financial services. We can help you address your needs today and for many years to come. Contact us today!