Senior Advisor

IMG_8953-4_384x480

 

 

Bill Grigorieff - has been in the financial industry for over 20 years.  Bill has a passion for helping families navgiate the confusing world of finances and college while focusing on how to safely and securely grow a families wealth!

With all of the economic turmoil in the markets, the country and around the world, it’s more important than ever to keep your wealth safe and secure…but also growing. 

Bill is the oldest of two children and graduated from Fresno State University with Bachelors of Science in Finance.  Bill has been married to Fenya for 14 wonderful years and moved to Bend Oregon in 2011. We are expanding our company into Oregon.  When he is not working he likes to spend time with his Best Friend, his wife! His hobbies include fishing and golf (Central Oregon is known as a recreational destination). 

Bill’s current and past clients include: business owners, doctors, attorneys, CPA’s, school administrators, farmer’s CEO’s and families!  Most importantly, Bill Grigorieff’s mission is to help you avoid losing money in the Wall Street Casino, and instead build your wealth SAFELY and SECURELY.  Regardless of your financial situation Bill Grigorieff can help anyone can get on the Path to become a Safe Money Millionaire and sleep well at night.

Senior Advisor

Tom-Beno-Pics-website

 

 

Thomas Beno - Thomas helps his clients prepare for the best retirement they can have. His strategies are creative and conservative. As co-author of the book 'Orchestrate Your Legacy', Thomas also works with business owners and professionals on legacy planning, tax reduction, and asset protection. He holds a BS in Finance from Montana State University, and has spent the last 20 years as a financial consultant. His broad experience includes lending, real estate, life insurance, and securities sales. Thomas has offices in Houston, TX and Issaquah, WA.

 
Thomas is an Eagle Scout, a private pilot, and a passionate fly-fisherman. Tom splits his time between Texas, Montana, and Washington state.
 
linkedin.com/in/thomasbeno
amazon.com/author/thomasbeno
 
Phone: 425.351.6869
 

Executive Assistant

Fenya3

 

 

 

Fenya Grigorieff - Is the glue that holds the office together!  Her attention to details and ability to mulit-task while handling calls, emails, faxes and all the other stuff has earned her the admiration of the whole team!

She is the middle child of a family of five and grew up in the Bend, Oregon area.  She has her degree from COCC and has been in the financial arena assiting her husband for over 16 years!  She loves the outdoors: hiking, biking and really anything outdoors.

She is currently, enjoying helping and assisting the Team of the Wealth Planning Group in Bend grow and prosper their clients wealth, Safely!

Chances are you will be communicating with her at some point while working with us and she looks forward to meeting you and assisting as our team helps your family!

Associate Advisor

RichPhoto

 

Richard Salber – retired in 2011 as a 35 year veteran from the Ironworkers Union and decide to follow his life-long passion of helping people first and foremost!

He decided that his interest and passion in Finance was where he wanted to spend his retirement, helping people.  So he came out of retirement and entered the financial industry to help families learn how to protect their wealth and finances, while growing their retirements with safety and security to positively impact families and their future generations.

Rich is the second oldest of 9 children, and attended Southern Oregon College. After college Rich entered and completed the apprenticeship program and became a journeyman Ironworker. Rich has been married to Kelley for 26 years and they have one child Kallee, who is attending BSSM in Redding.  For recreation, Rich and Kelley love to mountain and road bike in the warm summer months. During the winter months they downhill ski and Rich moonlights as a ski instructor. To challenge himself, Rich has taken up hunting as a new hobby. 

Rich cares for each and every client and believes that taking time to understand their situation, leads to a better solution!  His passion is to help people have more wealth and safety and growth.  The reason he is so fired up to help people is because he doesn't want people to experience the losses he did and how it impacted his retirement!

Associate Advisor

Don-Penner2

 

 

 

Don Penner - Because of the crash of 08 and Don’s passion for Finance and Customer Service, Don entered the financial industry.  Don has been in Customer service for over 24 yrs and has a desire to help families secure there financial future!

Don is the youngest of 10 children and experienced the financial difficulties and challenges that go along with a large family.  Don has been married to his wife Rosie for 23 wonderful years and enjoys his 4 children and 4 grandchildren.  When he is not working he likes to spend time with his Best Friend, his wife!  His hobbies include fishing, Mountain Biking, Hiking, ETC (Central Oregon is known as a recreational destination).  

Don has an attention to deatail that is second to none!  When you realize that all the questions he is asking is so that he can make sure that he comes up with the best way to protect your wealth and grow it with a focus on Safety!  You will really appreciate his approach and kindnes in educating you on these strategies to benfit your family!

Associate Advisor

Tom-Photo2Web

 

 

Tom Jenkins – Has a burning desire to help people!  He has a passion to educate the current generation and the next generation to protect their wealth and employ safe Strategies that CEO’s and Wealth Individuals have been using for Decades!  Tom has worked in the High Tech industry working for Intel for the last 21 years as well as running his own business in Central Oregon for the last 8 years.  

He and his wife Julia have 4 grown children, and 2 grandsons. Tom loves the outdoor, bow hunting, fly fishing and taking the grandsons camping.

His mission is to help other families avoid the economic turmoil in the markets, the country and around the world.  He learned the hard way....personally; that it’s more important than ever to keep your wealth safe and secure…but also growing.  

When the financial meltdown in 2008 hit, he thought he was doing all the right things; working hard, investing in real-estate, building a 401k plan, and by 2010...it was all gone! 

He thought, “Do I need to make a change in Direction?!”  Three years later he learned that there truly was a way to grow wealth Safely!  So he started a new path and became a Safe Money advisor with Wealth-Planning-Group in Bend Oregon.