Team

Jake is a financial advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner with LPL Financial. Jake and his wife moved to beautiful Bend, Oregon, to raise their children. He enjoys alpine skiing and golf, as well as camping and...

Susan Paltzer is an Administrative Assistant with Paltzer Wealth Management. In this role, she handles the administrative details that make our firm run smoothly, while providing the high level of service that our clients have come to...