Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Cameron T
CFP®
Bend, OR
2260 West
Cameron Tonning is a CFP® affiliated with 2260 West and has four years of industry experience. His prior work includes roles at Patrick Casey & Co. LLP, Capstone Certified Public Accountants, LLC, and KPMG. 2260 West serves individuals, families, trusts, estates, and small businesses in Oregon and Washington, offering financial planning, wealth management, portfolio management, and consulting. The firm provides customized investment programs using a variety of analytical methods and emphasizes business-related planning services such as acquisitions and succession planning.
Kyle D
CFP®
Bend, OR
2260 West
Kyle Dover is a CFP® with six years of industry experience and is an advisor at 2260 West in Bend, OR. He is also a CPA at Patrick Casey & Co. LLP, where he focuses on tax compliance and preparation. 2260 West offers financial planning, wealth management, portfolio management, and consulting services to individuals, families, trusts, estates, and small businesses in Oregon and Washington. The firm combines multiple investment approaches and provides business-focused planning including acquisitions, succession planning, and equity-compensation matters.
Paige C
CFP®, Series 66
Bend, OR
2260 West
Paige Clausen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at 2260 West in Bend, OR. Prior to joining 2260 West, she held roles at firms including Robert W. Baird & Co. and Purshe Kaplan Sterling Investments. 2260 West provides financial planning, wealth management, portfolio management, and consulting services to individuals, families, trusts, estates, and small businesses in Oregon and Washington. The firm offers tailored investment programs using a combination of fundamental, technical, and quantitative analysis, along with specialized business-focused planning such as acquisitions and succession planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters