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Meet Our Team

Bend, OR Office

Jay Tobias


(541) 668-6615

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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Judy Jorgensen

Director of Operations

(541) 668-6615

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

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Amy Ekblad

Director of Administration

(541) 668-6615

Amy is our Director of Administration. 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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Garrett Handke

Vice President-Investments


Garrett, who has a master’s degree in finance and holds FINRA Series 7 and 66 with LPL, was brought onto the Katahdin team to develop interactive financial plans, deepen client relationships, and assist with investment strategies.

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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.