Broker Check

Team

Bradley J. Boeck

Owner / Investment Advisor

(541) 318-7871

bj@northwindfinancial.com

As owner of Northwind Financial, B.J. brings an independent perspective to your financial planning and investment management. He offers a unique investment philosophy that allows him to create additional value and his clients can...
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Joseph Serrapede

Financial Advisor

(541) 204-0701

(541) 204-0701

joseph@northwindfinancial.com

Joseph J. Serrapede; Born: 1984, Bend Oregon.Joe attended school in Bend and graduated from Bend Senior High School in 2003. He was also engaged in multiple sports and music during those years. He volunteered in youth sports programs...
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Kelli Allen

Client Service Director

(541) 318-7871

kelli@northwindfinancial.com

As Director of Client Services, Kelli aims to meet clients’ needs first while offering clear, supportive service. Working with clients in the Financial Industry for 10+ years, Kelli is passionate about fostering long-term relationships...
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Kevin Serrapede

Chief Compliance Officer/Investment Advisor

(541) 204-0701

(541) 204-0701

kevin@northwindfinancial.com

Coming Soon!
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