Bruno Mountain Advisory, LLC

Justin Rae is a CFP® with 20 years of industry experience, currently serving at Bruno Mountain Advisory, LLC in Bend, OR. He has worked at Northline Wealth Management, LLC since 2015 and previously at Mutual Securities, Inc. from 2015 to 2019. Outside of his advisory role, Rae is involved in nonprofit work and outdoor recreation, including serving on the board of the Bend Paddle Trail Alliance and partnering in several ventures related to kayaking and land conservation. Bruno Mountain Advisory, LLC provides investment advisory, financial planning, and portfolio management services to individuals, families, trusts, estates, charitable organizations, and small businesses, including high-net-worth households. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to align portfolios with client risk profiles and time horizons, and also participates in private lending and mortgage servicing activities.

Clark Shimeall is a financial advisor at Bruno Mountain Advisory, LLC with one year of industry experience and holds a Series 65 credential. He is also a managing member of Terrane Productions, LLC, a video and stills production company focused on documentary storytelling, and is involved with the Pandion Institute, a nonprofit organization. Bruno Mountain Advisory, LLC serves individuals, families, trusts, estates, charitable organizations, and small businesses, managing approximately $45.8 million across about 50 client relationships. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to align portfolios with client risk profiles and time horizons, and it also engages in mortgage lending, private lending, and private investment opportunities.