Navigating the ever-changing financial landscape requires both expertise and a clear, personalized approach. At Bend Wealth Advisors, Brody provides both. Think of Brody as a strategic support system for Stu and Bob. He takes on the essential tasks, so they can dedicate their expertise to what matters most – deeply understanding your needs and tailoring solutions that fit your unique financial circumstances. From research and projections to meeting support and post-meeting follow-up, Brody's your dedicated point of contact. He'll patiently guide you through our process, explaining each step and answering your questions along the way.

“I've found that the most rewarding relationships are made by carefully building trust and having meaningful conversations. But the real satisfaction comes from helping people find their "why" when it comes to their financial goals.”

With over 12 years of experience as a client service associate at financial planning firms, Brody brings a comprehensive understanding of the administrative and technological aspects of wealth management. He's got the expertise to navigate complex financial landscapes, but at his core, he's a true Oregonian, shaped by the laid-back spirit of Hawaii before trading surf for snow. Originally form the Big Island of Hawaii, Brody moved to Eugene, Oregon where he earned a Bachelor of Economics from the University of Oregon. And when he's not helping clients, you'll find him exploring the Central Oregon wilderness – snowboarding at Mt. Bachelor, hiking, or soaking in the natural beauty.

Brody embodies our company's values of honesty, integrity, and community service whole-heartedly. From coaching youth sports to offering financial mentorship to families on the homeownership path, he understands the obstacles to wealth and believes in lifting others up.