Troy Reinhart, Partner
Troy Reinhart grew up in Bend and earned his Bachelor degree and did Masters Studies at Oregon State University (Economics and Forestry).  He then spent nearly 20 years managing manufacturing facilities for Louisiana Pacific and Fortune Brands Corporations along with a stint as a lobbyist in Washington, D.C. where he met his wife, Adrienne, the mother of their three young children. 

After living and working in Oregon, Washington, Alaska, Mississippi, Nebraska and Indiana, the Reinhart’s decided to return to Bend and put down roots. Troy’s varied experiences gives him a unique insight that clients, particularly entrepreneurs and employers, find of real value.  His young family makes him especially empathetic to clients who are simultaneously trying to juggle the tasks of acquiring homes, raising children and funding both education and retirement needs.  He acts as 401(k) advisor for several large firms holding investment and financial education meetings for their employees on a regular basis.  Give Troy a call for any questions you may have.  By the way, Troy began investing through our firm at age 18 and has continued the systematic accumulation of wealth.  He understands the importance of time in any worthwhile endeavor.

Tyler Simones, Partner
Tyler Simones grew up in New Hampshire, ski racing across New England.  He attended the University of Maine at Farmington, where he earned his Bachelors of Science in Business Economics.  His career path was set when he read about Warren Buffet in the Rodger Lowenstein book, "The Making of an American Capitalist," and was forever hooked on the art of building and managing wealth.  After graduating, Tyler began his career in the investment business with Pioneer Investments in Boston, MA. 

 He has since lived and worked in Nebraska, Louisiana, California, and Oregon, working mainly on the institutional side of the investment business.  He now looks forward to working directly with clients, helping achieve their long-term financial goals together. When not in the office, Tyler can be found with his nose in a book or investment report, or out on the golf course.  Tyler's wife, Catherina, graciously endured the many moves around the country, always hoping they would eventually settle closer to family in the Pacific NW.  They are excited to be making Bend their new home, and to raise their two young children in the beautiful Northwest.

Ansel Krutsinger, John Day Office
Ansel Krutsinger was raised on the southern Oregon coast, Ansel  graduated from the University of Oregon in 1967 (BA in English) and did Masters Studies at Pacific University in Forest Grove, Or.  He also holds the Chartered Life Underwriter degree and the Chartered Financial Consultant degree from The American College in Bryn Mawr, PA.

After serving in the U.S. Navy from 1967 to 1969, he began his career as a news representative for Pacific Power and Light then moved on to become the Director of University Relations at Pacific University from 1971 to 1977. In 1977 he moved with his family to Central Oregon and became the Vice President for real estate sales for Jan Ward Construction before starting his financial planning career with Northwestern Mutual Life in 1979.  In 1982 he established a part time office in John Day, Oregon and expanded the office to full time in 1984.  He joined KMS Financial Services, Inc in 2006 and became an associate with Northwest Quadrant in 2008.  A seasoned veteran of the financial planning profession, Ansel has an extensive background in employee benefit planning for small to medium sized businesses as well as estate, retirement, and charitable planning for individuals and their families.

James Miller, San Rafael, California Office
James Miller grew up in Coulee Dam Washington and earned his degree in Finance and Economics from Brigham Young University. After graduating, and dealing with large amounts of snow, James moved to the San Francisco bay area in 1991 and began his career as an investment advisor. He loves the climate of the bay area but still manages to fly to his favorite ski slopes as often as he can. James enjoys working with individuals and coming up with solutions to succeed in this complex world. His main philosophy he has developed over the years is, that you have to be flexible and willing to move. Most people find it hard to change investments or direction when they should, instead they stay where they are and ride their investments like a roller coaster until they can’t take it any more and get off the ride, often too late.

James enjoys the time he spends with his lovely wife and two children, and looks forward to the time he no longer has to change any diapers.

Bill Moore, Founder
Bill Moore is the firm’s founder and chief investment and estate planning strategist.  He holds the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College.

Bill has been a fixture in the financial services industry for over 40 years. He has received many awards for his professional accomplishments and is a recognized speaker and author of several articles related to financial and estate planning.  He is a graduate of the University of Oregon, and has been married to his wife Millie for over 45 years.  He has two adult children living in Central Oregon along with two perfect grandchildren.

Kari Wesley
Kari Wesley is the newest edition to the team and looks forward to meeting you and serving you wherever possible.  Her well balanced background gives her a professional edge we believe clients will find useful.  She graduated from Walla Walla University with a degree in Elementary Education and taught the first grade.

Kari is native to the northwest and enjoys and loves the view of our beautiful Cascade Range.  Spending time in the mountains, whether it be summer or winter, is her favorite pastime, but she also loves  watching the waves collide with the shore on our Oregon Coast line.  She also adores being an auntie, collecting heart shaped rocks, and curling up with a good book. Her warmth and smile will welcome you either in person or over the phone, but she might catch you off guard with her enthusiasm and sense of humor.

Debby McClellan
Debby McClellan is the first voice you will hear at the John Day office. She has been committed to excellent customer service since starting with the firm in December 2005. Debby has her Oregon Life and Health Insurance License and is working towards her Securities licenses.

She was raised in the small town of Seneca (often the coldest spot in the contiguous United States) and graduated from Grant Union High School. She attended Linn-Benton Community College where she was a member of the women’s basketball team. Debby’s hobbies include, big game hunting with her husband, spending time on the back roads of Grant County with her family looking for wildlife, watching her son play football, motorcycle riding, or snuggling up to a movie with her daughter.

On the telephone or in person Debby can assist you with your service requests and can be reached in the John Day office Monday thru Friday 8:00 am to 12:00 pm and from 1:00 pm to 5:00 pm.