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Michael S
CFA®, Series 63
Bend, OR
MCS Family Wealth Advisors
Michael Stalker is a CFA® charterholder with 28 years of industry experience. He has been with MCS Financial Advisors, LLC since 2009 and holds a Series 63 license. Based in Bend, OR, he serves as one of two advisors at MCS Family Wealth Advisors. MCS Family Wealth Advisors provides discretionary investment management, comprehensive financial planning, and family business consulting to individuals, families, trusts, estates, business owners, and charitable organizations. The firm emphasizes conservative, risk-managed strategies with a blend of individual stocks, bonds, mutual funds, and ETFs, supported by fundamental and technical analysis, and offers specialized services such as expert witness work and family-business diagnostics.
Jeffrey Y
CFP®, Series 65
Bend, OR
MCS Family Wealth Advisors
Jeffrey Yamada is a CFP® and holds a Series 65 license with 20 years of experience in financial advisory. He has been with MCS Family Wealth Advisors since 2004. MCS Family Wealth Advisors provides discretionary investment management, comprehensive financial planning, and family business consulting to a range of clients including individuals, families, trusts, estates, business owners, and charitable organizations. The firm emphasizes conservative, risk-managed investment strategies and offers specialized services such as expert witness consulting and family-business diagnostics.
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