310 N. State Street, Ste. 206
Lake Oswego, OR 97034
503-697-0817

Ready to Get Acquainted? We’re Ready to Listen.

Todd Caudle, Managing Partner

When you meet Todd Caudle, one of the first things you'll notice is he gets to the point quickly with a working style that is high energy, focused and direct. It's a quality he developed while growing up in the logging industry in Prineville, Ore. He says, "My goal is to cut through the confusion, zero-in on the issues and rapidly progress to a solution."

In fact, Todd founded Medical Professionals Financial Group in 2005 for exactly those reasons. He identified an industry issue and knew he could build a better mousetrap. In his former position as a financial services manager overseeing Prudential's Medford, Salem and Lake Oswego offices, Todd noticed it was difficult for medical and dental professionals to receive the highly specialized advice and products they need from mainstream financial firms and generalist advisors. Todd built his company with the vision of bringing the medical/dental segment a better option — easy, industry-customized solutions backed by old-fashioned, boutique-style service and leading expertise.

It turns out that Todd's vision was spot-on. His practice has quickly grown and the word is out that Medical Professionals is the go-to financial firm for Oregon dentists and doctors. "There's nothing more satisfying than introducing new clients to solutions they've never been shown before," Todd says.

When he's not working, Todd enjoys relaxing with friends and family, exploring the outdoors and sipping Oregon's famous pinot noirs.

Mackenzie Martin, Financial Advisor

New clients come to Mackenzie for her expertise and knowledge. They stay because they love her enthusiasm, work ethic and practical, real-world approach.

"Financial planning doesn't have to be boring," Mackenzie says. "I try to make it fun, educational and painless." Prior to joining Medical Professionals Financial Group, Mackenzie spent several years developing her career with North Star Resource Group. Although Mackenzie works with clients of all types, she's established a niche in the veterinary industry, combining her love of animals and the outdoors with her career.

"More than anything, clients want insight and benchmarks. They want to know how their experiences compare to those of others," Mackenzie says. "I enjoy helping my clients gain perspective about how their finances are performing."

Mackenzie is a northwest native. She grew up in the Seattle-area, graduated from Oregon State University and now resides in the Portland area. She looks forward to instilling a sense of energy and excitement into your financial planning experience.

Brooks Berardi, Portfolio & Insurance Analyst

Being raised in the Portland Oregon area, and most notably on a farming property in Aloha, has created a man of who feels right at home in the great northwest. Spending time on the farm, Brooks quickly acquired a strong work ethic while clearing rocks from the family fields, earning one nickel at a time for one full bucket of rocks. Later, Brooks was introduced to the world of finance through his father’s day trading activity. He would hear about what occurred that day over dinner and sometimes go into the office to spectate and absorb all the charts, numbers, and language. Brooks was fascinated by how clear one’s focus needed to be in order to achieve success. This experience clearly translated to Brooks’ current approach to each day.

After graduating from the University of Oregon with a major in Finance, Brooks went to work for a large insurance company in Southern California. His experience dealt heavily in retirement funding strategies before relocating back to Oregon and joining Medical Professionals Financial Group. Being the analytical realist he is, Brooks’ focus is now laser sharp. This is demonstrated by Brooks clearly and concisely identifying and implementing solutions to our clients' needs.

Check the background of our firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/

Serving medical and dental professionals in Lake Oswego and the Portland Oregon metro area
personal investment solutions — asset protection strategies — individual retirement plans
alternative investments — 1031 exchange — estate planning — personal insurance strategies
medical office retirement plans — executive benefits buy/sell plans — succession planning
practice transfer — deferred compensation plans

 
Copyright 2014 Medical Professionals Financial Group. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. IFG and MPFG are not affiliated entities.