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Nicholas D

CFP®

Bend, OR

Hightower Advisors

Nicholas Dally is a CFP® professional at Hightower Advisors with two years of industry experience. Prior to joining Hightower in 2022, he worked at Sheppard Wealth Management and Thermo Fisher Scientific, and served in the United States Navy from 2016 to 2019. He also spent two years with Humm Kombucha before his financial services career. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers with a range of investment options and operational support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Drew D

Series 66

Bend, OR

Hightower Advisors

Drew Dill is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach incorporating affiliated and third-party managers and offers solutions including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Max B

Series 65

Bend, OR

Hightower Advisors

Max Bennett is a financial advisor at Hightower Advisors with two years of industry experience. He has worked at Hightower Advisors since 2023, with a brief period at Ten Capital Wealth Advisors, LLC in 2023-2024. Prior to his advisory career, he was involved with Whitworth University and the 90+ Project. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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