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Our Affiliates - Bend

Bend

Regan Ertle, MBA

Independent Financial Professional

541-330-7454

541-389-6084

regan@wfgadvisors.com

Need -In an uncertain marketplace there is an ever-growing need for the knowledge and information that only a trusted independent financial professional can provide to help you navigate your way to your personal financial goals.

Background- Regan is a native to Bend and has been in the financial services industry since 1992. She holds degrees in both Political Science and Foreign Language from the University of Oregon and an MBA from Portland State University. She is securities registered with a series 6, 63, 65, and 7 as well as Insurance licensed in Life Health and Variable Annuities. Her diverse education and experience bring a broad perspective to your financial planning.

Focus- She specializes in advising individuals, families, businesses and non-profits that need strategic planning for retirement, wealth management, and income planning. She excels in developing complete, detailed financial management plans.

Methods- Regan can help you envision your goals and then assist with bringing them to fruition. Her step-by step process includes assessing your complete financial situation, prioritizing your goals, assessing your risk tolerance, building a customized plan, and putting it into action. These plans may include the input and coordinated efforts of Regan, your accountant and attorney. Regan believes that a joint strategy, developed in conjunction with the full cooperation of the client & his/her trusted advisory team is paramount. Once implemented, she reviews the plans semi-annually or annually to be sure it stays the course, and is modified for inevitable life and goal changes.

Activities- When outside the office Regan, an avid skier, can most often be found on the mountain. As a general outdoor enthusiast, she also enjoys, kayaking, Mt biking, and hiking. Though often on the back-burner, photography and music round out her interests. Regan has also found some time for community involvement. She is a current member of the Bend Chamber of Commerce and past member of Network of Entrepreneurial Women and Leadership Bend.

Public Speaking- As a past toastmaster and former educator, (she taught part-time at COCC), Regan enjoys public speaking, and has presented seminars on a variety of topics ranging from Business Retirement Planning, to Long Term Care Planning. If you are interested in having her speak at an event you may contact her for a complete list of topics.