About Us

East Meets West

Having lived amidst the landscapes of Maine, Jay developed a profound love for its natural beauty, particularly the awe-inspiring presence of Mt. Katahdin. Katahdin Financial Group’s name is a nod to Jay’s deep-rooted connection to the state.

When Jay relocated to Oregon, he named his financial venture after Mt. Katahdin to symbolically preserve the bridge between the East and West. This reflects his dedication to creating lasting connections and financial legacies that endure across generations.

From our offices in Maine and Oregon, we serve clients in 29 states, providing personalized services regardless of your location or the size of your portfolio. With every client, our team is dedicated to developing lasting relationships based on integrity, mutual respect, and honest conversations.

Meet the Team

JAY TOBIAS | Managing Principal

Jay realized that he could offer far better service, and develop closer relationships, at a small, independent company. That’s why he formed the Katahdin Financial Group in 2017.

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GARRETT HANDKE, CFP®, MSF | Partner

Garrett is a CERTIFIED FINANCIAL PLANNER™ professional who brings a calm, steady approach to helping clients navigate even the most complex financial decisions.

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GRANT TOBIAS, CFP® | Partner

Grant joined Katahdin in late 2024, bringing a strong foundation in financial services. He began his career on the institutional side as an Advisor Tech Consultant at LPL Financial’s corporate office, where he worked closely with.

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AMY EKBLAD | Branch Administrative Manager

Amy is our Branch Administrative Manager. She is looking forward to working with you and getting to know how she can be supportive to your needs as a client.

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JUDY JORGENSEN | Director of Operations

Judy has over 35 years of experience in financial services and holds FINRA Series 7, 63, and 66 securities registrations with LPL Financial. At Katahdin, she provides input on every project, from trading to tax reporting to serving clients directly.

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Our Guiding Principles

Relationships first: Our team takes the time to understand your life and your goals.

Exceptional service: We go the extra mile to help you work towards creating the future you want for yourself and your loved ones.

Efficient communication: You can count on us to answer your questions and anticipate your needs.

Long-term focus: We craft financial plans designed with the goal of delivering anticipated returns over time to provide you with financial independence to live the life you want.