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
Event Coordinator/ Administrative Assistant
As the Event Coordinator and Administrative Assistant for Green Line NW LLC, Katie is responsible for scheduling educational seminar events, both online and in-person. She handles the logistics of our event calendar and client events. In addition, Katie manages the back office support, including ordering supplies, filing, and following up with clients on any policy changes. With her caring nature, Katie helps our clients feel valued and heard.
She began working with Green Line NW, LLC in 2019 as a 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 has experience volunteering as a Peer Mentor for children in special education. Katie is close with her siblings and enjoys taking day trips to the coast whenever she has the opportunity.
Want to know how to join us at an upcoming event?
New Business Coordinator
Julia Foster is currently the Business Coordinator 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 that Green Line NW’s process of helping clients is in good hands, so that clients will 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, kayaking, and working on art projects.
Scheduling & Tracking Coordinator
Jaclyn Schmidt is Green Line NW’s Scheduling and Tracking Coordinator. She handles setting appointments, phone calls with clients, and contributes to running seminar and webinar events.
Prior to this job, she has worked as a teacher, with organizations caring for special needs individuals, and worked with AmeriCorps. Jaclyn is typically a client’s first exposure to the company.
Jac considers Green Line NW’s employees and how much they care, to be what sets it apart from other firms like it.
Jac is extremely enthusiastic about her job and will happily tell you how friendly and caring her coworkers are as well.
Jaclyn lives in Portland, and spends her time practicing a number of hobbies such as photography and music production.
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