Helping You Navigate Life's Financial Journey

CONNECT

Address:

20985 Lava Flow (Office) P.O. Box 8011, Bend, OR 97708 (Mail)
Bend, OR 97701

Phone:

541-385-6263

Fax/Other:

541-323-3640

Firm Members

 
  • David W. Smith, CFP®, ChFC®, QPFC®

    CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant™, Qualified Plan Financial Consultant™, Wealth Manager, Advisor

  • Brittnye Freeberg

    Executive Assistant & Marketing Manager

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck