Bend, OR SW Chandler Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$156,039,000,000
ClientsTotal clients
61,002
AdvisorsAdvisors at this office
2
Of 1,035 advisors across 255 offices
Location
1777 SW Chandler Avenue, Ste 205
Bend OR 97702
Advisors at this office
2
Advisors at this office
Mary E
CFP®, Series 65
Bend, OR
Focus Partners Wealth, LLC
Mary Ericksen is a CFP® and holds a Series 65 license with 11 years of industry experience. She is currently with Focus Partners Wealth, LLC, having joined in 2024, and previously worked at Buckingham Strategic Wealth, LLC and Griffon Financial Planning, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.
Antoinette L
CFP®, Series 63, Series 65
Bend, OR
Focus Partners Wealth, LLC
Antoinette Laferriere is a CFP® with 15 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Griffon Financial Planning, Inc. throughout her career. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, offering a comprehensive range of services including portfolio management, financial counseling, and fiduciary consulting. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.
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