Photo Credit: Loren Irving Photography
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) Investment Committee since 2004 and as a board trustee from 2007-2020. Jeff became board chair of the COCC Foundation Investment Committee in 2014 and held that role until 2016. He is currently a Trustee Emeritus and is actively involved in the Finance and Audit Committee with the Foundation. Jeff enjoys steelhead fishing, chukar hunting, alpine skiing, and spending time at his family farm with his three dogs. Jeff and his wife Amanda, 30 years have 3 children, 2 of which live in the UK.
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.
Terrence Stuermer – Senior Research Analyst
Terry worked as a financial advisor at Merrill Lynch for 46 years where he helped families and businesses from all around the Pacific Northwest. He eventually brought his decades of industry knowledge to Northline Wealth Management in 2014 as a senior research analyst. Terry now works alongside both his son Jeff and his grandson Charlie. Terry and his wife Jan enjoy traveling, hiking, tennis, and golf.
Charlie Stuermer – Senior Investment Advisor
Charlie joined Northline Wealth Management in 2025 after developing his skillset as a financial advisor and wealth manager at both Wells Fargo and Bank of America/Merrill Lynch. Charlie has a BS in Economics from Westminster College in Salt Lake City as well as a Chartered Retirement Planning CounselorSM or CRPC® designation from the Kaplan College for Financial Planning. When not in the office, Charlie enjoys golfing, alpine skiing, steelhead fishing, and traveling with his wife Maddy. Charlie also volunteers as a men’s high school lacrosse coach for Bend/Caldera.
Jennifer B. Kemph – Client Services Director
Jennifer is a native Oregonian and grew up in Portland. She attended the University of Puget Sound and met her husband Tom there. After graduating with their bachelor’s degrees, Jennifer and Tom headed to Colorado for a ski adventure. Family brought them back to Oregon, and they moved to Bend. In 1998, Jennifer began her financial industry career at PaineWebber (now UBS Financial Services Inc.). Jennifer has been working with Jeff Stuermer since 2003, taking care of the financial needs of their clients. Jennifer, Tom and their son Miles love to alpine ski together, outdoor adventure, experience live music near and far, and work in their high desert garden.
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. Kathy and her husband Mark moved to Bend, Oregon from Portland, Oregon in 1999. They enjoy hiking and exploring Central Oregon in their RV with their two golden retrievers.