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.
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. He is trained in administration, research, and investing, and loves being able to provide assistance in all areas.
Outside of work, you can still find Garrett skiing and hiking in the mountains of Bend alongside his partner, Katy. He also provides race support for local athletes and enjoys organizing social events for his friends.