MEET THE TEAM


 

WHO WE ARE

Mike Long

With over 20 years of experience in financial management, Mike Long began his career at Morgan Stanley before moving to an independent firm in search of more fiduciary freedom. Even that “independent” firm didn’t offer full control of the tools and resources Mike could use on behalf of his clients, so Mike moved his practice to TRUE, where he has access to tools, resources and freedom to develop financial solutions crafted to help each client in reaching their goals.

Phone: (503) 400-3320

Fax: (503) 400-3268

Emailmike.long@truepwa.com

Sandra Wolcott

Sandy has been an assistant to Mike Long since August 2004. Prior to joining TRUE, Sandy worked with Mike at Morgan Stanley and NFP Securities. As the Long Group’s Client Service Manager, she works diligently to provide our clients with the excellent service they deserve.

A Midwest native, Sandy developed an interest in finance and investing after moving to Oregon. Prior to working in the financial industry Sandy worked in the telecommunications industry and with the FDIC. She enjoys hiking, quilting, and is an avid reader.

Phone: (503) 400-3319

Fax: (503) 400-3268

Emailsandra.wolcott@truepwa.com

Joe Alstott

Joe Alstott joined the TRUE team in May of 2022 as a Financial Advisor serving Central Oregon. Joe has been investing since he had “two pennies to rub together,” making him an asset in understanding our process of mitigating market volatility.  Joe desired to be a fiduciary and was attracted to TRUE because of the tools, resources and team environment that afford him the opportunity to develop realistic and fully customized financial solutions for clients. 

Joe has a deep appreciation and belief that financial literacy is the first of many steps to find personal financial freedom and thoroughly enjoys the process of guiding those who are seeking assistance to reach their financial goals.

Phone: (503) 400-3326

Fax: (503) 400-3268

Emailjoe.alstott@truepwa.com

Michael Barr

Michael joined the team at TRUE in Oct of 2023 as a Financial Advisor. Michael has been diligently investing his own assets since 1997 and is very passionate about helping others understand money and wealth. He believes that financial literacy is a fundamental right that every individual should have, and he takes great pride in helping educate those around him whenever given the opportunity. 

After finishing his career as an Emergency Medicine Doctor and enjoying retirement for a bit he decided that he was not finished providing care to others and decided to launch his next career as a wealth advisor and help people manage and protect their financial health!

Phone: (503) 400-3327

Fax: (503) 400-3268

Email: michael.barr@truepwa.com