Our Team

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John Buckley

John Buckley - Managing Director

John founded Buckley Investment Group in 2003. In addition to overall firm responsibilities, he serves as the lead advisor for asset allocation strategies and the manager selection process.

Prior to founding Buckley Investment Group, he was Managing Director of Investments for Piper Jaffrey. Previous to Piper Jaffrey, John was Senior Vice President for Ragen Mackenzie and was responsible for portfolio management, security analysis, and investment consulting. John began his career in 1989 with Dain Bosworth. John earned his Bachelor of Science degree in agriculture from Washington State University.

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Melissa Buckley

Melissa Buckley – Director of Operations

Melissa joined Buckley Investment Group in May 2008. She is the Chief Financial Officer, the lead advisor for client servicing, and is responsible for overseeing operational management.

Prior to joining Buckley Investment Group, Melissa was Branch Manager for Banner Bank in Walla Walla. Her responsibilities included business development, budget management, compliance monitoring, and fraud detection. Melissa has a Bachelor of Arts degree in Business Management from Western Governor’s University.

Melissa is a council member of the Walla Walla Advisory Council for Junior Achievement of Washington, and is also a member of the Walla Walla Noon Rotary Club. She was a past board member of the Blue Mountain Chapter of the American Red Cross, and later served as the Executive Director.

Heather Schermann

Heather Schermann - Wealth Investment Advisor

Heather Schermann joined Buckley Investment Group in April 2015 as an Advisor Assistant. She became an Investment Advisor later that year.

Prior to joining Buckley Investment Group, Heather worked as a Financial Analyst at Key Technology in Walla Walla. She has also worked in the banking, credit union, publications, retail, manufacturing, and equipment sales industries in numerous capacities.

Heather is a member of the Walla Walla Exchange Club, board member of the Walla Walla Gleaners, treasurer of the Walla Walla University Alumni Association, and College Place, Washington, City Council member. She earned a Bachelor of Business Administration degree in accounting from Walla Walla University.

Kim Wright

Kim Wright - Executive Administrative Assistant

Kim Wright joined Buckley Investment Group in September 2012 as the Executive Assistant.

Prior to joining Buckley Investment Group, Kim worked as Guest Services Representative for Northstar Winery in Walla Walla, as well as working as Staff Accountant at OneEighty Networks. Her responsibilities included managing accounts payable and accounts receivable, and building customer relationships. She is a graduate of Eastern Oregon University, where she earned a Bachelor of Science degree in Business Administration.

Rod Ehrlich

Rod Ehrlich - Principal Investor’s Fiduciary Advisor Network, LLC

Rod Ehrlich is the Principal of Investor's Fiduciary Advisor Network, LLC ("Investor FAN"). Investor FAN is a separate and unaffiliated company that Buckley Investment Group retained in October 2013 to assist with Operations and Compliance. Investor FAN works with Buckley Investment Group, LLC to provide back office systems and processes which help deliver a highly efficient level of investment management services. Prior to starting Investor FAN he was the Vice-President of Advisory Services at Pacific West Financial Consultants, Inc. from 2003 to 2012.

Investment Advisory Services offered by Buckley Investment Group, LLC

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