Director of Administration and Marketing at Strategic Wealth Management - Bend, OR, US
President & Chief Compliance Officer
Contact Matt CFP
Owner
Contact David Cohen
CIO
Contact Dwayne White
Vice President
Contact Jeanine Benenati
Wealth Management Advisor
Contact Jeff Utterback
Staff Auditor/Accountant
Contact SHEILA Flores
Financial Advisor
Contact Anthony 'D''Aria'
Private wealth management to high net worth individuals, corporate executives , and family owned businesses.