525 Bigham Knoll Jacksonville, OR 97530P: (541) 770.9000F: (541) 779.0006
Matthew C. Patten
AIF® Chief Executive Officer Portfolio Manager
Carol Fischer
Director of Client Relations
Jenny LeRoy
AIF®, CFP® Director of Institutional Services
Brooke Cutler Ashland
Chief Compliance Officer
Dean Russo
AAMS® Senior Wealth Advisor
Ellery Barney
CDFA® CFP® Wealth Advisor
TJ Caughell
Financial Advisor
Brian Wilhite
Corporate Development
Madison Raffensperger
Operations Manager
Esther Travis
Operations Assistant
John Babbitt
Systems Administrator
Cutler Second Quarter 2026 Market Commentary
07/09/2026
New Student Loan Rules (OBBBA): Key Updates You Should Understand - Timely Topic
05/27/2026
First Quarter 2026 Market Outlook
04/07/2026
