As owner of Northwind Financial, B.J. brings a unique and independent perspective to your financial planning and investment management. With more than 21 years of experience in the financial services industry, B.J. provides clients throughout Central Oregon and the Pacific Northwest with a level of attention and service few other firms can match.
At Northwind Financial, he offers complete retirement planning, investment consulting and insurance services for individuals and businesses alike.
His approach is one based entirely around the client. Unlike the big financial firms, he doesn’t use a one-size-fits-all solution. Instead, he works with each client one-on-one to help them understand and quantify their goals and define what financial well-being means to them. He then builds a financial plan designed to meet those exact goals while providing all the advice and encouragement needed to bring them to life.
B.J. holds a degree in Economics from the University of California at Santa Barbara. As a certified Chartered Financial Consultant (ChFC), he has shown a commitment to the highest levels of financial planning knowledge and ethics. In addition, B.J. is an active member of the International Financial Planning Association and the National Association of Insurance and Financial Advisors.
Certifications & Licenses
- NASD Series 65
- NASD Series 7
- NASD Series 6
- NASD Series 63
- Licensed, independent insurance agent for Annuities, Life, Health, Disability, Long Term Care (Oregon, Washington & California)
- Chartered Financial Consultant (ChFC)