2121 SE 57th Ave,
Portland, OR 97215
- Office: (503) 488-2030
Meet the Portland branch
Shore to Summit has one branch location located in Portland, OR. Meet our associates, and get in touch using the contact information listed above.
Our Team
Joe Aley
Partner, Senior Fundamental Choice Portfolio Manager
Joe Aley joins Shore to Summit Wealth Management with 22 years of experience, Joe Aley is a trusted financial advisor dedicated to helping individuals, business owners, and families achieve their goals through customized financial strategies while specializing in retirement planning and tax-efficient investment management.
Holding a BA in Finance from the University of Alaska-Anchorage, Joe’s diverse background includes construction and operations on the Arctic Ocean and owning a tourism business on Alaska’s Kenai Peninsula.
After relocating to Portland in 2002, he began his advisory career at RBC Dain Rauscher and founded Aley Wealth Management in 2007 with what is now Wells Fargo Advisors Financial Network. In October 2025, Joe merged his practice with Shore to Summit Wealth Management to better serve his national clientele with enhanced resources.
A proud father, Joe cherishes his adult son and daughter thriving locally in their lives and professions. He volunteers in the community, enjoys pets, cycling, camping, traveling, and cheering as a passionate sports fan. For 12 years, he’s managed the Rose City Cardinals Baseball team to multiple city championship games. Recently, Joe embraced Bachata dancing reflecting his love for learning.
Ken Jubert
Managing Partner
Ken Jubert, Managing Partner, Strategic Growth, brings over 18 years of success as an innovative divisional business leader to Shore to Summit Wealth Management, LLC. Prior to joining Shore to Summit Wealth Management, Ken spent the last 15 years as a divisional and regional leader within Wells Fargo Advisors. He last served as Regional Head, Senior Vice President for Wells Fargo Advisors Financial Network growing and managing the Western Division and select states within the Central Division.
Ken Brings a wealth of talent in growing and managing divisions and business units including expertise in business development, recruiting, mergers & acquisitions and relationship management to our rapidly growing wealth management partnership. Ken had been a trusted partner during his tenure at Wells Fargo Advisors Financial Network (WFAFN) to Shore to Summit having played a key role in recruiting our founders Scott Brown, CEO & Co-Founder and Ben Spiker, COO & Co-Founder to WFAFN from Merrill Lynch in 2017. We are looking forward to Ken's unique perspective on enhancing culture and building relationships. Prior to his wealth management career Ken spent over 15 years in Information Technology helping customers build, run and secure hardware and software applications.
Ken resides in Portland, OR and is an avid enthusiast of vintage cars, watches, and art. Originally from Ohio, he has embraced the outdoor lifestyle of the Pacific Northwest and enjoys hiking, biking, camping, golfing and most recently he has added Latin dancing to his activities. Ken is active in the Portland and Seattle art communities and is a member of the Black African American Advisor Association and National Sales Network.
Ken earned his bachelor’s degree in business administration from Wittenberg University in Springfield, Ohio.
Trista Zaragoza
Senior Client Relationship Manager
Trista Zaragoza, Senior Client Relationship Manager, joined Shore to Summit Wealth Management (STSWM) in 2025 with 20 years of financial industry experience. Prior to joining Shore to Summit, she was employed with Wells Fargo Advisors (WFA) as a Senior Client Associate – Officer. She has been an incredible support to many clients, financial advisors and managers over the years. In addition to her role as a Client Associate, she has managed the operational functions of the WFA regional office in Idaho.
Trista has an ethics-based approach and is committed to doing what’s right for clients. Her dedication to clients and Financial Advisors to be successful in achieving their goals makes her a great fit for the Shore to Summit Wealth Management practice. Trista joins us with a wealth of knowledge and experience. Her organizational skills and attention to detail make her an asset to the team.
Trista, her husband and various pets over the years have lived in Coeur d’Alene since 2004. Prior to that they lived in Southern California, both Long Beach and Redondo Beach where they enjoyed living close to the ocean. Outside of work she enjoys bicycle riding on any one of their 30+ vintage bikes. Trista loves her pets, camping, reading, and most of all cooking!