Broker Check

Team

Craig A. Jackson

Registered Principal

541-229-1967

(541) 464-0252

Craig@westernfinancialinc.com

Craig Jackson is the co-owner and co-founder of Western Financial, Inc. He has over 30 years of experience in the financial services industry, including past Chairman of the FINRA Advisory Council and formerly the CEO for Northwest Consulting, LLC. He graduated from Cal Poly with a Bachelor’s of Science degree in Farm Management.  Craig began his career by utilizing his farming background in the early development of a California commodities-based crop-hedging program and marketing.

Craig’s experience is in wealth management and retirement planning. He also manages individual debt and equity portfolios for clients by utilizing sound technical and fundamental analysis and tax efficiency for individuals, corporations, Native American Tribes and non-profit organizations. 

Craig is an active member of the Roseburg community.  He enjoys speaking to various service groups concerning financial markets and has been a member of the Lions Club for over 45 years. He served as Chair of the Douglas County Planning Commission for several years and was a Director of the RUSA for 12 years. He is the past President of the Umpqua Valley Art Center, currently President of the Community Cancer Center of Roseburg and a Director of the Roseburg Lions Club.  He is also a Life Member of the National Cutting Horse Association and the American Quarter Horse Association.

He and his wife Judy have nine children who have in businesses in Washington, Arizona and California and eight grandchildren. Their home is on the North Umpqua River and live with their “Stock -Chasing puppy” Reno Valentino, their Yorkie aka the Saber-toothed Terrier.

Samuel Lee

Financial Advisor

541-229-1967

(541) 464-0252

Sam@westernfinancialinc.com

As Co-Owner & Founder of Western Financial, Inc., Sam Lee brings a positive outlook, understanding of hard work and a strong sense of integrity throughout his practice.  While Sam has extensive knowledge in wealth management, his interest lies in listening to and understanding his clients’ needs using long term goals to navigate through short term distractions.

After serving his country in the United States Marine Corps, Sam began a career in agriculture. While running his Farrier business and building his cattle/sheep operation, he became interested in the financial services industry and obtained his securities registration to become a financial advisor in 2007.  

Sam has a strong community presence through his service to the public and its organizations for numerous years including but not limited to:

  • Lookingglass Olalla Water District Board
  • Winston Dillard School Board
  • Oregon School Board – Board of Directors
  • National School Board Association Delegate
  • Charity Auctions
  • 4H leader
  • Rotary
  • Cascade Community Credit Union

Family is a major part of Sam’s life; he and his wife Karen have been together since 2000 and have a combined family of 3 kids and 2 grandsons. Their family ties go back generations in Douglas County in the Livestock, Banking and Timber industries; Sam has a deep understanding of his clients needs.