Bend, OR NE Kearney Ave Office

Elizabeth Smith is a financial advisor with PlanMember Securities Corporation in Bend, OR, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her prior roles include positions at American Heritage and Allstate Insurance Co., and she has operated her own firm, Liz Smith & Associates, Inc., since 2007. She is also associated with United Financial Northwest and Cornerstone Financial Planning Group LLC. PlanMember Securities Corporation provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including retirement planning and separation counseling.

Matthew Hoffman is a financial advisor with PlanMember Securities Corporation in Bend, Oregon, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His work history includes roles at United Financial NW and Royal Alliance Associates, along with self-employment since 2012. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, offering education and support services including seminars and personalized retirement planning.

Nickolas Hankerson is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and 19 years of industry experience. He has held roles at multiple firms, including Cornerstone Financial Planning Group, Haven Financial Group, and United Financial Northwest LLC. Outside of his advisory work, he is involved in financial services and insurance sales through several business interests he owns or co-owns. PlanMember provides retirement plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation process with risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Jakob Katchem is a financial advisor at PlanMember Securities Corporation with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Osaic and United Financial NW. His background also includes academic roles at Cal State University - Channel Islands. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers educational and support services to plan sponsors and participants.