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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Chad Staskal, CFP®

Sr. Wealth Advisor

Bend, Bend – Downtown

David Stuehling - Wealth Advisor

David Stuehling, CFP®, CHFC®, CLU®, TPCP®

Wealth Advisor

Bend – Downtown, Portland, Portland – South, Bend

Jeff Witt, CFA®, CFP®, CIPM®

Sr. Wealth Advisor

Indian Wells, San Diego – Sorrento Valley, Bend, Bend – Downtown

John Swanson - Sr. Wealth Advisor

John Swanson

Sr. Wealth Advisor

Bend – Downtown, Bend

Matthew Hobson

Wealth Advisor

Bend, Bend – Downtown

Suzanne Daniel, CFP®

Wealth Advisor

Bend, 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

Manager, Client Service

Bend – Downtown, Bend

Miranda Nusbaum

Sr. Client Service Specialist

Bend, Bend – Downtown

Virginia Cramp

Sr. Client Service Specialist

Bend, Bend – Downtown

Jake Springer

Financial Planner

Bend, Bend – Downtown

Hans Doorn, CPA

Director, Tax Services

Bend, Bend – Downtown

Kimberly Brush, EA, LTC

Sr. Tax Associate

Bend, Bend – Downtown

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