You’ll have the resources of a national leader to support you in serving your clients

When it comes to your practice, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Bend, Oregon, branch of Raymond James, you’ll find exactly that – plus a team of home office associates dedicated to helping you serve your clients and build your business.

Our Team

  • Jeff Mallula
    Jeff Mallula
    Complex Manager
    Senior Vice President, Investments
  • Brad Waterman
    Brad Waterman
    Financial Advisor
    Senior Vice President, Investments
  • Cal Waterman, AAMS®
    Financial Advisor
  • Christine Valdez
    Christine Valdez
    Sr. Client Service Associate
  • Donna Reichard
    Complex Administrative Manager
  • J. Grant Aspell
    J. Grant Aspell
    Financial Advisor
  • Marrisa Murray
    Marissa Murray
    Branch Administrative Manager
  • Mark A. Reifschneider
    Mark A. Reifschneider, CFP®
    Financial Advisor
    Senior Vice President, Investments
  • Ryan Jordon
    Financial Advisor

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.