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Meet Our Team

Jay’s first job didn’t have anything to do with financial services, but it may be the one that had the most influence on his decision to start Katahdin Financial Group.

While managing the century-old Grey Havens Inn on Georgetown Island, Maine, Jay developed friendships with guests across generations and professions. He left that job with a deep understanding of how to communicate with people, and an ability to understand what was truly important to them.

He took those skills into his work as a financial advisor, beginning as a limited partner at Edward Jones after graduating from Hillsdale College. He later served as first vice president of investments at Smith Barney and senior vice president of investments at The Danforth Group of Wells Fargo Advisors in Portland, Maine. In 2014, he formed The Tobias Group of Wells Fargo Advisors in Bend, Oregon. The experience and resources he amassed during his tenure with some of the country’s most widely respected financial institutions led him to launch the independent Katahdin Financial Group in 2017.

Jay owes much of his success to the support and encouragement he has received from his wife, Julie, every step of the way. They have three boys: Jack, Grant and Hank. The Tobiases are a tight crew and are well guarded by their bearded collie, Meg.

Giving back to the community is a bedrock part of the Tobias family’s values. Jay has served on several nonprofit boards in his hometowns, including Rotary, Little League, chambers of commerce, school facility committees, the YMCA and the Trust for Public Land. He especially cherishes the chance to work with young people: In Maine, he volunteered in the public school system as a mentor through Partners in Education, a local nonprofit, and has coached Little League, travel baseball teams and youth football for many years. On any Friday night in the fall, you’re likely to catch him on the sidelines of the Summit Storm.

When not in the office, Jay spends more time outdoors than in the house — which is why the family has chosen to make their home bases in two of the most beautiful areas of the country. Jay loves backcountry hiking and skiing; trail running with Meg; mountain and road biking; and traveling with his family.

Bend, OR Office

Jay Tobias

President

(541) 668-6609

[email protected]

Jay’s first job didn’t have anything to do with financial services, but it may be the one that had the most influence on his decision to start Katahdin Financial Group. While managing the century-old Grey Havens Inn on...

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Judy Jorgensen

Director of Administration

541) 668-6614

[email protected]

When you call Katahdin Financial Group, Judy’s friendly voice is the first one you’ll hear. She begins her work day at 6 a.m. Pacific time to accommodate Katahdin’s customers in the Eastern time zone. A native of...

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Cam Miller

Financial Advisor

(541) 668-6633

[email protected]

New is a word that seems to surround Katahdin Financial Group's newest team member, Cam Miller. He’s a new college grad, a new husband, and a new resident to Bend, Oregon. Cam is a recent graduate of Lispcomb University in...

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Internal Financial Planning Group

Craig Horner, CFP®, ChFC®

Manager, Lead Financial Planning Consultant

Craig Horner has over 20 years’ experience in the financial planning industry. Craig is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant who achieved Senior Advisor status, representing the top 5% of American Express Financial Advisors during his 15 years there, and more recently, the Patriot level within LPL Financial Services and has Series 7, 63, and 24 licenses. He received the Mentzer Academic Scholarship to study math and music at the University of Iowa and subsequently taught computer music at the college level. Craig is also a member of Mensa.

During his career he focused on estate and business planning, helping clients to establish charitable trusts, Family Foundations, ILITs, GRATs, and FLPs. Having a special needs child, he became an expert in Special Needs Trusts and the accompanying planning. He also worked with businesses in setting up qualified plans and executive compensation arrangements. Another area of focus was in end-of-life planning, maximizing the retention and transfer of assets to succeeding generations.

Craig served three terms on the Board of Directors for the International Association of Financial Planning and has belonged to the Planned Giving Roundtable since 1989. He’s served on the planned-giving boards of ten charitable organizations and served as President of the Board for the Southern Caregiver Resource Center. He has frequently been quoted in articles and has made numerous presentations regarding retirement, financial and estate planning.

Craig plays the piano professionally several times a week with his wife Deborah on sax and flute. He is an accomplished runner and routinely wins his age class in local 5k and 10k running events.

Jared Russ, CFP®, BFA

Senior Financial Planning Consultant

Prior to joining the Financial Planning Group in October 2015, Jared worked as a Financial Advisor for UBS, Wells Fargo Advisors (legacy Wachovia Securities), and Ameriprise Financial

Jared earned his BS in Finance from Wingate University in 2006.  In addition to his CFP® Certificate, he has Series 7, Series 66, and NC Life Insurance Licenses

Roger Moulton Jr., CFP®, MSPFP

Senior Financial Planning Consultant

Roger’s professional experience extends from over a decade at a major wire house where he assumed progressive roles which included northeast fixed income coordinator and financial consultant. As a financial planner, Roger has worked with families, their charitable entities, their business entities, multiple younger and older generations, and the clients’ circle of advisors including; CPAs, Attorneys, business partners, office managers and assistants.

His extensive experience includes the following areas: Investments | Tax planning | Wealth Transfer | Philanthropy | Cash flow planning | Retirement planning | Advanced Estate Planning | Education funding options | Insurance needs analysis | Real Estate buy/sell decision.

Roger earned the degree of Master of Personal Financial Planning from Bentley University and is a CERTIFIED FINANCIAL PLANNER™.

As a financial consultant, Roger holds series 5, 7, 63, 66 and 24 licenses.

Steven Batutis, CFP®

Senior Financial Planning Consultant

Steve has over 20 years of experience in financial services. Prior to joining LPL’s home office, Steve was a Financial Planning Specialist with MetLife, creating and designing financial plans for advisors in San Diego and Arizona, and helping advisors with financial planning techniques.

He began his career as a CPA, understanding clients from a tax perspective. He then became a Vice President of a financial institution, helping to manage a small business. His interest in tax planning and management of small businesses lead him to study financial planning. He attained a Master’s Degree in Financial and Tax Planning from San Diego State University and became a CFP®.

Steve holds series 7, 24, 63, 65 and 66, as well as a California Life Insurance license.

Steve is an active member of his beloved alumni groups, as well as the Financial Planning Association.