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About Us.

Everything we do is about helping people feel at ease.

Grow your future with us.

When you come visit us, you’ll find dozens of varieties of soft drinks, juices, and waters available for you. We also have been known to make a pretty good cup of coffee for our clients when they stop by. Our team believes if you pay attention to the “small” things – like making someone feel welcome and valued, the rest falls into place. 

 

Come get to know why so many retirees rely on our group for help with their financial future. We’d love to get to know you and find out how we can best be of service to you. 

 

Contact us today for a stress-free conversation. Or, reach out to learn more at one of our upcoming educational seminars. Meet the team at Green Line NW LLC, who are ready to serve you.

James W. Malanowski LUTCF

Founder and owner (Call me Jim)

A native Oregonian, Jim graduated from Tigard High School and went on to earn a degree in Business Administration with a concentration in Finance from the University of Oregon. After graduation, he moved back to Portland to take employment with a nationally recognized bank, overseeing areas of both branch and credit card administration statewide.

In 1982, Jim left the bank to pursue a career in insurance and financial planning. Since his founding of Green Line NW, LLC, he has helped hundreds of clients and operates three offices in the greater Portland Metro Area (Milwaukie, Gresham, and Beaverton), as well as an office in Vancouver, WA. We attribute our growth to two factors: our personal approach to each client and client satisfaction. The belief of the Green Line NW, LLC team is to provide a sound, holistic financial plan for retirement, which should include well-defined strategies to address such risks as longevity, market volatility, and unexpected illness.

Our Core Values

Safety First.

Safety first. Focus on protecting your principal.
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A Reasonable Rate of Return.**

Achieve reasonable rate of return** while preserving principal.
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Simplicity.

Eliminate as much confusion as possible in planning a financial future.
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Katie Ramsthel

she/her
Client Event Coordinator/Director of Policy Services

As the Client Event Coordinator and Director of Policy Services for Green Line NW LLC, Katie is responsible for scheduling educational client events, both online and in-person. In addition, Katie manages the back office support, which involves assisting clients with policy changes of all varieties (beneficiary changes, address updates, withdrawals, etc.). With her caring nature, Katie helps our clients feel valued and heard.

She began working with Green Line NW, LLC as the Scheduling Coordinator, before transitioning into her current role. She loves getting to know our clients and enjoys providing top-notch service. In addition, Katie regularly attends industry events and training sessions.

Katie grew up in both the Portland and Silverton areas. She is close with her siblings and enjoys taking trips to the coast whenever she has the opportunity.

Are you a client with a policy service request, or are you interested in learning more about our client events?

Reach out to Katie.

Julia Foster

she/her
Director of New Business

Julia Foster is currently the Director of New Business for Green Line NW. Prior to holding this position, she was the Scheduling Coordinator. Her current job comes with the responsibilities of processing client applications, submitting transfer paperwork, and preparing client files for reviews. Julia is dedicated to keeping track of the details and minutia of ensuring the business runs smoothly. Her goal is to make sure clients know they’re in good hands with Green Line NW’s process of helping them, so they have one less thing to worry about.

Prior to working with Green Line NW, LLC, Julia was a professional ballet dancer and also worked in the hospitality industry. She earned two Bachelor’s degrees from the University of North Carolina at Charlotte in 2018, with majors in English and Dance. She also has experience in social media and website management.

Julia grew up in Minnesota and moved to Portland after college to perform with a ballet company. She enjoys being outdoors, watching Jeopardy with her husband, and curling up with her cat and a good book.

Reach out to Julia.

Chantell Woods

she/her
Director of Seminars/Scheduling Coordinator

Chantell Woods is the Director of Seminars and Scheduling Coordinator for Green Line NW. Her job comes with the tasks of scheduling appointments, answering phone calls and emails, keeping the calendar up to date, handling registration for events, and creating prospect accounts.

Chantell enjoys the work she does at Green Line NW because of the kind people she gets to interact with, both clients and her fellow employees. She’s funny, outgoing, and always smiling.

When not working, she enjoys movies, roller skating, and spending time with her daughter.

Reach out to Chantell.

Zander Prida

they/them
Office Assistant/Assistant Appointment Setter

Zander Prida is an Office Assistant/Assistant Appointment Setter. They attend all seminar events we host to get things set up and keep the event running smoothly. When not doing that, they help out in other ways, like handling filing or sending out mail like birthday invitations and annual review reminders. 

Zander grew up in Southern California and earned a Bachelor’s from San Francisco State University. They previously worked in another office assistant role and have also done some photography and video editing work. Zander started working with us here at Green Line NW because they wanted to work somewhere where they’d have the opportunity to help people. Zander enjoys the welcoming atmosphere and the fact that the work they do makes clients happy.

Zander is thoughtful, helpful, and kind. In their free time, they enjoy photography and discovering new hobbies.

Reach out to Zander.

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Access Your Policy

American Equity Client Portal Registration Page: Click here

Allianz Client Portal Registration Page: Click here

American National Client Portal Registration Page: Click here

Reach out to us by calling (503) 908-0109 or by emailing office@GreenLineNW.com if you’d like assistance!