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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 trust, mutual respect, and honest conversations.

Meet the Team

JAY TOBIAS |   President

Jay spent 22 years working for some of the leading companies in financial services. After excelling at Edward Jones and Smith Barney, he became a senior vice president for The Danford Group of Wells Fargo Advisors in Portland, Maine, before heading west to form the Tobias Group of Wells Fargo Advisors in Bend, Oregon.

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GARRETT HANDKE |   Vice President - Investments

A decade ago, you would’ve found Garrett summiting mountains and teaching others to do the same. After a successful career as a guide, small-business manager, and community college instructor, he made a shift to financial services, where his skills in risk management and teaching are helping Katahdin’s clients work toward their goals..

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JUDY JORGENSEN |   Director of Operations

Judy has over 35 years of experience in financial services, primarily with the same team in Seattle, and she holds FINRA Series 7, 63, and 66 securities registrations with LPL. At Katahdin, Judy provides.

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AMY EKBLAD |   Director of Administration

Amy earned her degree in communication at the University of Arizona, and it shows in her ability to help clients and the Katahdin team navigate complex challenges. She brings a wide range of skills to the team from her previous experiences as a realtor, working for a trust company, as well as with a start-up company.

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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 predictable returns over time to provide you with financial independence to live the life you want.