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Brittany S

Series 65

Bend, OR

Northwest Asset Management

Brittany Schuler is a financial advisor at Northwest Asset Management in Bend, OR, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Edward Jones and involvement in the real estate and beverage industries, including six years with Bend Premier Real Estate and two years each at Humm Kombucha and Good Life Brewing Co. Northwest Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management and financial planning services based on strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Gretchen P

Series 65

Bend, OR

Northwest Asset Management

Gretchen Prskalo is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Her prior work includes roles at Eagle Wealth Management and First American Title and Escrow. She also has experience in real estate and childcare services. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, and individual securities, and offers a range of services including investment management, retirement and financial planning, consulting, and tax preparation.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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