MEET YOUR ADVISORS

EDUCATION | EXPERIENCE

With over seventy years of combined experience, education, and advanced designations, we are committed to offering clients a comprehensive suite of financial planning resources.

Richard Ambrose, CPA Principal, Wealth Advisor

Richard grew up in Southern California and earned a Bachelor of Arts degree in Business Administration and Accounting from California State University, Fullerton. He obtained his Certified Public Accountant (“CPA”) license while working at the international accounting firm, Grant Thornton, LLP and also holds a Series 65 license. He is a founder and co-founder of several businesses and brings over 25 years experience in business management and finance. 

Richard’s experience spans multiple companies in various executive management positions including; Senior Vice President, Executive Vice President, Chief Financial Officer, President, and Board of Directors member. Throughout his career, Richard’s responsibilities have included; financial budgeting, forecasting, strategic planning, portfolio management, tax planning, corporate finance, and risk management. Richard provides valuable insight to our clients drawing upon his extensive executive and managerial experience. 

Outside the office you will find Richard enjoying snow skiing, water skiing, fly fishing, mountain biking, kayaking, and hiking with his wife and two children.

C.J. Baxter, CFP® Principal, Wealth Advisor

A native of Central Oregon, C.J. graduated from Oregon State University with a Bachelor of Science in Business Finance and a minor in Economics. He is also a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license. His CFP® coursework was completed through New York University and as a CFP®, C.J. meets the experience and ethical requirements of the CFP Board and has completed extensive financial planning coursework.

C.J. is experienced in comprehensive retirement planning and portfolio management, helping numerous clients develop financial plans and build wealth. He finds great satisfaction in customizing portfolios for clients based on their risk tolerance, retirement goals, and legacy planning. Further, C.J. is proficient in developing 401(k) plans and helping business owners reduce liability while providing benefits to employees and increasing plan effectiveness.

In his spare time, you can find C.J. sitting behind a drum set jamming with friends, wakeboarding, or mountain biking on one of Central Oregon’s many trails. He also enjoys travelling and spending time with his two daughters, Sutton and Blake.

Isabella Ramon Wealth Advisor

Isabella grew up in Houston, Texas but also spends time in Chicago visiting family. She graduated from Texas Tech University (“TTU”) in Lubbock, Texas, which in 2019, was ranked as the best personal financial planning program according to Wealthmanagement.com. At Texas Tech, Isabella earned a Bachelor of Science in Personal Financial planning, graduated magna cum laude, and completed extensive coursework across the financial planning spectrum. Through her undergraduate program, Isabella has completed over 27 hours of coursework to satisfy the education requirements set by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, and also holds a Series 65 license.

Isabella brings prior experience as a Financial Advice intern for Vanguard where she participated in their highly selective summer program, which allowed her to collaborate with financial advisors and help create client solutions.

She served as a Peer Financial Coach for Texas Tech University’s Red to Black® Peer Financial Coaching program and provided individual financial coaching to fellow TTU students on topics such as; credit, budgeting, and student loans. Further, as a licensed Advanced Tax Preparer, she volunteered by preparing tax returns within her Texas community. In her role as an Associate Wealth Advisor, Isabella’s prior experience creating comprehensive financial plans allows her to help clients with their planning and retirement goals.

In her free time, you can find Isabella discovering new restaurants, visiting local coffee shops to sip on a cortado, exploring museums, visiting her local gardening center, traveling, and spending time with friends and family.

Jordan Fisher, CFA Wealth Advisor

Jordan is a midwestern transplant having moved to Bend, Oregon in 2022. Born and raised in Illinois, he attended the University of Illinois, Urbana-Champaign earning a Bachelor of Science in Finance in 2003 and a Chartered Financial Analyst® designation in 2006. He started his career working as a research analyst at multiple Chicago-based hedge funds focusing on the high yield fixed income market and companies undergoing balance sheet restructurings. More recently, Jordan spent over 11 years as a portfolio manager at DRW Holdings, a Chicago-based investment firm, where he researched and invested in publicly traded equities and fixed income securities while also helping to manage the firm’s investments in privately held businesses.

He brings a significant amount of investing experience across equity and fixed income markets, and over multiple economic cycles. Additionally, through his work assisting management teams of private companies, Jordan is capable of helping small businesses with budgeting, forecasting, valuation, and M&A. He thoroughly enjoys helping individuals in their personal finance journey and educating clients on financial markets.

Outside of work, he is active in endurance sports and has complete multiple Olympic distance triathlons, half-marathons, and gravel bike races. Trying to take in all of Bend’s amenities alongside his wife, he also enjoys mountain biking, hiking, and the occasional game of pickleball, although skiing remains on the “to do” list.