Craig Childress believes in taking care of the details, and his clients are glad he does. With a career that spans more than 37 years, Craig has earned the respect and loyalty of clients who depend on him for advice and guidance that extends into every corner of their lives, even into the next generation.
Not one to make assumptions, Craig begins each client relationship by listening. Then, with his commonsense approach to tackling even complex financial issues, Craig helps clients feel confident that their financial plan meets their goals and objectives.
A consummate businessperson and leader, Craig serves the local and global community through his activities with Lake Oswego Rotary and River West Church and other civic and charitable organizations.
Craig and his wife Terri have been active members of the Lake Oswego community since moving to the area in 1995. Craig and Terri’s family also includes daughter Courtney and her husband Jibby who live in Texas, daughter Joy and her husband Adam living in Portland, and son Connor who lives in Lake Oswego.
Craig enjoys playing guitar with friends – both on and off the stage – golf, gardening and enjoying the Portland region’s beautiful, natural landscape.
Jacque LeFore, CFP
Jacque is a Certified Financial Planner with more than 25 years of experience working with financial planners and major insurance firms around the country. He helps execute client financial plans for Oswego Wealth Advisors, drawing from his in-depth understanding of planning, investments, stock options, tax, retirement, education and estate options. In his spare time, Jacque supports his teenage daughter during cheer competitions and other sporting events. He competed in his first sanctioned USA Powerlifting meet in April 2018.
Client Service Associate
Amanda is located in North Carolina and attended Appalachian State University, where she received her BS in Business Administration with concentrations in Finance and Insurance.
Amanda has over 14 years of experience as a Client Services Assistant in the financial services industry. She has been working with OWA since 2020, helping clients and generally making everyone’s life much easier. She currently holds her life, health, long-term care, Medicare supplement, property, and casualty licenses.
In her free time, you can find Amanda out on the lake with her husband or out on her front porch swing with a good book. She also has two dogs that she enjoys spending time with as well. Fall is her favorite time of year, and you will find her hiking in the mountains or attending as many festivals as she can.
Marketing & Client Care
Terri uses her eye for clean design and southern hospitality to make sure client connections are equal parts clear and pleasant.
She has paired up with her husband Craig throughout his career as a financial advisor, and Terri is excited about the fresh look and feel they are creating for Oswego Wealth Advisors.
Terri is also the owner of a local residential interior design company, Terri Childress Designs, LLC.