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 – Downtown

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David Stuehling - Wealth Advisor

David Stuehling, FP®, ChFC®, RICP®

Wealth Advisor

Bend – Downtown, Portland, Portland – South

John Swanson - Sr. Wealth Advisor

John Swanson

Sr. Wealth Advisor

Bend – Downtown

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

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

Jill Abell - Sr. Client Service Specialist

Jill Abell

Sr. Client Service Specialist

Bend – Downtown

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