Michelle Erickson brings more than a decade of experience in banking and financial planning to Journey Tree. Michelle’s passion for problem-solving and educating clients makes her a great fit as a financial planner and led her to obtain the CERTIFIED FINANCIAL PLANNER™ designation in 2019. Michelle moved to Oregon in 1996 from the East Coast, and earned her Bachelor of Arts from the University of Oregon. In her free time, she enjoys traveling and exploring new hiking and camping sites throughout this beautiful state. Michelle also enjoys all of the spoils of the Pacific Northwest has to offer including dining out, wine tasting with friends, and rooting for the Oregon Ducks football team.
Jonathan C. Brandt is a Certified Financial Planner™ professional and has been the owner of Journey Tree Financial Planning and Investments since 1993. Jonathan is a past president of the Financial Planning Association (FPA), Mid-Oregon Chapter, and founded its annual Spring Symposium. In addition to extensive professional reading, he attends over 40 hours of financial planning and investment seminars per year. While providing financial planning management to his local clients, he has also shared his expertise across the state and in publications, including The Wall Street Journal. Jonathan has a Bachelor’s degree in Economics and Political Science from the University of Iowa. He has been active in a number of community organizations in Eugene since 1988, serving as president of the Eugene Gleemen, Willamette Repertory Theatre, and the Eugene Tree Foundation. He currently serves on the statewide board of Friends of Trees.