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Devon G
Series 65
Bend, OR
Capstone Wealth Management Group, Inc.
Devon Gaines is a financial advisor at Capstone Wealth Management Group, LLC in Bend, OR, with 16 years of industry experience. He holds a Series 65 designation and has worked at Capstone Wealth Management Group since 2009. Gaines also operates as a CPA. Capstone Wealth Management Group serves individuals, retirement accounts, and businesses by providing individualized portfolio management and comprehensive financial planning. The firm manages approximately $233 million in client assets and employs customized investment strategies that combine asset allocation with fundamental and technical analysis across various asset classes.
Loren G
CFP®, Series 63, Series 66
Bend, OR
Capstone Wealth Management Group, Inc.
Loren Gard is a CFP® with 24 years of industry experience currently serving at Capstone Wealth Management Group, Inc. He has been with Capstone Wealth Management Group, LLC since 2006 and continues his advisory role with the affiliated team firm. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm offers customized, diversified portfolios and combines accounting services with investment advice, delivering financial planning on both hourly and fixed-fee bases.
Tiffany F
Series 65, Series 63
Bend, OR
Capstone Wealth Management Group, Inc.
Tiffany Forste is a financial advisor with Capstone Wealth Management Group, Inc. in Bend, OR, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Double Haul Wealth Management Group, LLC. Outside of financial advising, she manages a property rental on a part-time basis. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement accounts. The firm builds customized diversified portfolios and integrates accounting services with investment advice, offering planning on both hourly and fixed-fee bases.
James C
CFP®, Series 66
Bend, OR
Capstone Wealth Management Group, Inc.
James Conrads is a CFP® with 22 years of industry experience, currently serving as an advisor at Capstone Wealth Management Group, LLC. He has worked with Capstone since 2003 and also has experience at Pacific West Securities, Inc. Conrads holds the Series 66 designation. Capstone Wealth Management Group is an SEC-registered advisory that provides individualized portfolio management and comprehensive financial planning to individuals, retirement accounts, and businesses. The firm manages approximately $233 million in assets, offering customized investment strategies that incorporate fundamental and technical analysis across various asset classes, with regular account reviews and rebalancing.
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