Experience

Makes all the difference

We work with a great group of experienced individuals that are dedicated to providing the highest level of customer service for all of our clients. Feel free to let any of us know if we can assist you with anything, or answer any questions that you might have. 

Jordan Freund

Client Service Associate

Jordan Freund has over 6 years of experience in Wealth Management and the financial services industry, most recently working as an Associate Wealth Advisor at Beacon Pointe Advisors in Newport Beach, CA with high net worth clientele. Jordan graduated from California State University Fullerton with a degree in Economics. During her time at Cal State Fullerton she was a member of the Women in Business Leadership Program and Omicron Delta Epsilon, the international economics honor society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys swimming, paddle boarding, film festivals and going to museums.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

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Nona Coleman

Client Service Associate

Nona has over 25 years of client service experience in various industries.  This has included being Human Resources Manager for Patheon (Thermo Fisher Scientific) and HR at Willis Towers Watson. Nona received her Bachelors of Science from Oregon State University and later gained her Professional Human Resources (PHR) accreditation from the Human Resource Certification Institute.  Nona has lived in Bend for over 20 years and enjoys spending time with her 3 kids and husband Tom.  They love camping, paddle boarding, and participating in the kids water polo matched and swim meets.

Registered States:
  • AK
  • AZ
  • CA
  • NV
  • OR
  • WA
600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

Email Me