Meet the team
Michael A. Blanchard, CPA CFP®
Chief Compliance Officer and Adviser
Michael Blanchard has more than 25 years of experience in the Salem area with individual and business taxation, accounting, financial planning, and investment advisory services. He is a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™ professional. He specializes in helping clients with complex tax situations and ongoing wealth management.
CPA, Investment Advisor Representative
Paul Cramer came to the firm in 2022, bringing over 30 years of CPA experience. Paul is a graduate of Oregon State University and also holds the designation of Investment Adviser Representative. Paul specializes in tax preparation for estates, trusts, and businesses.
Senior Accountant & Investment Advisor Representative
Katie Fallin joined the firm in 2015. She has experience in retail management and in client services, which she draws on in her work at JGC. Katie is a graduate of Linfield College with a Bachelor of Science in Accounting, along with a Human Resource Management certificate. She is an Investment Adviser Representative and specializes in individual taxes, investment management, and retirement planning.
Administrative Assistant
As an administrative assistant, Sarah assists the firm by managing client inquiries, document preparation, and back-end operations. Sarah is an indispensable part of our team with a client-first mindset and excellent customer service skills.
Director of Operations
As our Director of Operations, Danielle is the key force in strategic contribution. With her background in healthcare management, human resources and business administration, she brings a wealth of experience with her, ensuring that everything runs seamlessly for the firm. Danielle is committed to client experience, staff growth, and forward business planning, so that we can provide the best possible experience for our clients.
Paraprofessional
As a paraprofessional Shannon plays a key role in supporting the team with client communications, payroll, data entry, and more. Known for her attention to detail and organization skills, Shannon helps streamline workflows and supports the firm's commitment to delivering quality service. Dedicated to professional growth, Shannon continuously seeks opportunities to enhance her knowledge and contribute to the firm's success.
Administrative Assistant
Jennifer is an essential member of our staff, bringing extensive experience and a meticulous approach to both administrative support and back-end operations. In addition to her administrative expertise, Jennifer is a valuable member of our payroll team, ensuring timely and accurate reporting for our clients.
Receptionist
Elizabeth is the welcoming face of our office, bringing a warm and friendly demeanor to every interaction. With a strong focus on being detail-oriented and efficient, she is committed to providing the best possible experience for our visitors and clients.