Sustainable Investing
At ASI, our clients’ growing interest in supporting a positive social or environmental impact often sparks conversation around whether they can integrate their principles with their investment goals. One key...
Who We Are
In a nutshell, ASI is one of the top financial advisory firms in the Northwest. What does that mean? Well, for starters: We manage more than $1.2 billion in assets...
Andrew Gray
[vc_custom_heading text=”Senior Client Advisor Bend, Oregon” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] As an Advisor with ASI Wealth Management, Andrew works to develop, implement, and monitor comprehensive wealth management strategies designed to grow and...
Cindi Schoettler
[vc_custom_heading text=”Director of Client Services Seattle, WA” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Cindi Schoettler is ASI’s Director of Client Services and coordinates our client team in Seattle. Cindi joined ASI in 2004 after...
Brian DeBels
[vc_custom_heading text=”Director of Research, Senior Advisor Bend, OR” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Brian is our Director of Research and a Senior Advisor. He has served on the Investment Committee at ASI since...
Greg Swanson
[vc_custom_heading text=”Senior Client Advisor Seattle, WA” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Greg’s passions: personal finance and helping people. The sweet spot: serving as a Client Advisor at ASI. Greg puts his people-first focus...
Steven B. Wright
[vc_custom_heading text=”Senior Client Advisor Medford, OR / Portland, OR” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] As Senior Client Advisor, Steve is passionate about creating investment and wealth planning strategies to help clients achieve what...
John Bellman
[vc_custom_heading text=”Client Advisor Bend, OR” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] John joined ASI in 2017 as an addition to our research team in our Bend office. Prior to ASI, John began his career...
Stacy Horton
[vc_custom_heading text=”Operations & Trading Specialist (Special Ops) Bend, OR” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Stacy Horton is ASI’s Operations and Trading Specialist in the Bend office. Before joining ASI in 2005, this native...
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Some Things Go Better Together At ASI, we are proud to announce that Valentine Ventures, one of Central Oregon’s leading wealth management firms, joined the ASI team at the beginning...