115 Oregon Ave, Suite 21
Bend, OR 97701
541-797-7009
We provide wealth management services to individuals, trusts and small business clients. We
specialize in working with retired clients as well as those nearing retirement. We provide
retirement planning, estate planning and insurance planning as part of a comprehensive approach
to wealth management.
Seattle Office:
2208 NW Market Street Suite 507
Seattle, WA 98107
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Bachelor of Arts - Political Science
MA - Spanish
Securities and Advisory Services offered through Securities America Advisors, Inc. Member FINRA/SIPC