Jeffrey E. Stuermer – Principal, Portfolio Manager

Jeff has managed portfolios since 1994. He previously worked at Merrill Lynch, Salomon Smith Barney and UBS Financial Services, Inc., where he developed his investment advisory practice specializing in high net worth individuals and families. Jeff has a BA in Economics and Finance from Southern Oregon State University. He has served on the Central Oregon Community College (COCC) Foundation as a trustee since 2006 and the Investment Committee since 2004 and is currently the Foundation Board Chairman.

John B. Kingery – Portfolio Manager

John has managed portfolios since 1988. He founded Chinook Capital Corp. and Tumalo Capital Management, both registered investment advisory firms clearing through Morgan Stanley Prime Brokerage Services. John is an entrepreneur; from 1999-2003 and in 2008, he took sabbaticals from the financial industry to manage start-up companies in technology/internet markets. John has a BS in Economics and MS in Engineering Management from Stanford University.

Jennifer B. Kemph – Client Services Director

Jennifer began her financial industry career in 1998 at PaineWebber, Inc. (now UBS Financial Services, Inc.). She has been working together with Jeff Stuermer since 2003. Jennifer earned a BA in English from the University of Puget Sound.

Katherine A. Hoffmeister – Operations and Compliance Director

Kathy began her financial industry career in 1986 at PaineWebber, Inc. (now UBS Financial Services, Inc.) and held positions of Operations Assistant, Registered Client Service Assistant and Operations/Compliance Manager.