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David B

Series 66

Bend, OR

RBC Capital Markets

David Bachofner is a financial advisor with RBC Capital Markets in Bend, Oregon, holding a Series 66 designation and 14 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Ian T

Series 66

Bend, OR

RBC Capital Markets

Ian Tobiason is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and previously worked at RSM before joining RBC in 2021. Ian serves as the finance chair and treasurer for Grace First Lutheran Church, where he provides financial reporting and oversight. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services using a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Rachael C

Series 66

Bend, OR

RBC Capital Markets

Rachael Cannady is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at No Line LLC and was involved in operating The Wine Shop and Beer Tasting Bar for three years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that utilize in-house and third-party managers, and provides a range of portfolio management and financial planning services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jack P

Series 66

Bend, OR

RBC Capital Markets

Jack Powers is a financial advisor with RBC Capital Markets in Bend, Oregon. He holds a Series 66 designation and has professional experience including roles at NALCAP and RBC Capital Markets. Outside of finance, he has worked in retail and the beverage industry and has experience related to university and camp environments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Nona C

Series 66

Bend, OR

RBC Capital Markets

Nona Coleman is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Thermo Fisher Scientific. Outside of her advisory work, she is an ambassador for Noonday Collection, selling handmade jewelry and accessories on a part-time basis. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers personalized investment programs that incorporate a variety of portfolio management options and leverages both in-house and third-party managers to tailor strategies to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Robert H

Series 63, Series 65

Bend, OR

RBC Capital Markets

Robert Hakala is a financial advisor with RBC Capital Markets in Bend, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital markets and asset management capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brian F

Series 63, Series 66

Bend, OR

RBC Capital Markets

Brian Fleck is a financial advisor with RBC Capital Markets in Bend, OR, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2008. Fleck serves on the Board of Directors for the Deschutes Public Library Foundation, where he is involved in governance and policy-making. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Scott N

Series 63, Series 66

Bend, OR

RBC Capital Markets

Scott Nicol is a financial advisor at RBC Capital Markets with 51 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Corina H

Series 66

Bend, OR

RBC Capital Markets

Corina Hughes is a financial advisor with RBC Capital Markets in Bend, Oregon, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of finance, she owns and operates USOAPIA, LLC, a business manufacturing soap and bodycare products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers customized investment strategies through various advisory programs and integrates multiple investment managers and program features to meet clients’ specific risk profiles and preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brooke R

Series 66

Bend, OR

RBC Capital Markets

Brooke Riemer is a financial advisor at RBC Capital Markets with 15 years of industry experience and holds the Series 66 designation. Her prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of her advisory work, she is a co-owner and active manager of a rental property in Eugene, Oregon. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual and institutional investors. The firm offers a variety of wrap fee advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Davis H

Series 66

Bend, OR

RBC Capital Markets

Davis Holly is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked at a range of firms including First Republic Securities Company, First Republic Investment Management, Northwestern Mutual, and has also been affiliated with Pacific University and Three Sisters Inn. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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George R

Series 63, Series 65

Bend, OR

RBC Capital Markets

George Riemer is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies that utilize a range of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Joshua H

Series 66

Bend, OR

RBC Capital Markets

Joshua Harris is a financial advisor with RBC Capital Markets in Bend, OR, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2021, he worked at Anheuser-Busch Inc. from 2018 to 2021, among other roles. Outside of finance, he is involved in a lawn mowing business since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and incorporates a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Ryan M

CFP®, Series 66

Bend, OR

RBC Capital Markets

Ryan Mchugh is a CFP® with 15 years of industry experience, currently with RBC Capital Markets in Bend, OR. His prior experience includes 12 years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Thomas M

Series 63, Series 65

Bend, OR

RBC Capital Markets

Thomas Meagher is a financial advisor with RBC Capital Markets in Bend, Oregon, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He serves on the board of directors for the Bend Volunteer Community and participates as a committee member for the Providence St. Vincent Medical Foundation. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies using both in-house and third-party managers, alongside comprehensive portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Erik T

Series 66

Bend, OR

RBC Capital Markets

Erik Tobiason is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2020. Outside of his advisory role, he is involved with Blessed to Bless, a nonprofit assisting needy citizens of Mexico, where he oversees finances and organizes fundraising and volunteers. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jeremy V

Series 63, Series 65

Bend, OR

RBC Capital Markets

Jeremy Vlach is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank and Wells Fargo Clearing during his career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Calvert B

Series 66

Bend, OR

RBC Capital Markets

Calvert Blethen is a Series 66-credentialed financial advisor with RBC Capital Markets in Bend, Oregon, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory work, he serves on the boards of several print media organizations, including the Yakima Herald-Republic and Walla Walla Union Bulletin, and participates on the board of the Yakima Rotary Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with tailored investment strategies implemented through a range of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Shannon G

Series 66

Bend, OR

RBC Capital Markets

Shannon Grimes is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial advisory work, she serves as secretary for a local bowling league in Bend, Oregon. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Pamela C

Series 63, Series 66

Bend, OR

RBC Capital Markets

Pamela Carty is a financial advisor with RBC Capital Markets in Bend, OR, holding Series 63 and Series 66 credentials and over 45 years of industry experience. She has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2020 to 2025. Pamela serves on the Board of Directors for The Rotary Club of Bend, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers, and integrates capital markets and lending capabilities through its affiliated entities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Hannah R

Series 66

Bend, OR

RBC Capital Markets

Hannah Reese is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and The Hen's Tooth. Outside of her advisory role, she is a co-owner of a private rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs that combine discretionary portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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