Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Bend

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Chad Staskal, CFP®

Sr. Wealth Advisor

Matthew Hobson

Wealth Advisor

Suzanne Daniel, CFP®

Wealth Advisor

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Jake Springer

Financial Planner

Christopher Farrens, CPA

Sr. Tax Manager

Hans Doorn, CPA

Director, Tax Services

Kimberly Brush, EA, LTC

Sr. Tax Associate

Hannah Webster

Client Service Specialist

Miranda Nusbaum

Sr. Client Service Specialist

Virginia Cramp

Sr. Client Service Specialist

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