Broker Check

Our Team

Jerald Lyda

Founder / LPL Financial Advisor

(503) 538-1900

[email protected]

Jerrie is the CEO and founder of Lyda Financial. He holds a Bachelor of Arts degree from George Fox University and has been in the financial services industry since 2004. He has the heart of a teacher and focuses on a collaborative,...

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Katherine Anderson

Office Manager

(503) 538-1900

[email protected]

Katie joined us in 2013 during her senior year, while studying accounting and business administration from George Fox University. Since becoming part of the Lyda Financial team, she has expanded her role from a communications intern to...

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Wendy Gonzalez

Client Service Specialist

(503) 538-1900

[email protected]

Wendy is a Client Service Specialist at Lyda Financial. She is one of the cheery voices answering the phones and does the majority of our account opening documentation. She has a passion for joyfully helping others, which makes her a...

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Becky Lyda

Client Service Specialist

(503) 538-1900

[email protected]

Becky has just recently joined our team here in the office for a couple days a week, but has been a vital part of the support team since her husband, Jerrie, started Lyda Financial in 2008. Her cheerful attitude and effervescent joy...

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