Our Team

Kadi Hinz, MSFA, Financial Planner

Kadi, a native Oregonian, holds the Series 7 and 66 securities registrations, and is also licensed in Life, Health and Variable insurance products. She is an Investment Advisor Representative with SagePoint Financial, Inc. Kadi also holds a M.S. in Financial Analysis from Portland State University, a B.S. in Finance from the University of Oregon, and is a member of Beta Gamma Sigma.

In addition to her commitment to the financial well-being of her clients, Kadi is committed to the well-being of others through her charitable activities with Capital Kiwanis, and making quilts for Lutheran World Relief. As an Aurora resident, Kadi also enjoys riding her motorcycle, quilting and gold prospecting. Contact Kadi by phone at 503-566-7266 ext 1111 or by email at kadi@wfgadvisors.com

 

Kim Weible, Registered Assistant

Kim is a Registered Assistant and holds the series 6 & 63 securities registrations and is also licesned with Life & Health Insurance products. She assists our advisors in scheduling appointments and running the day to day operations of our office. Kim holds an A.A. in computer support/programming from Chemeketa Community College. A native Oregonian, Kim enjoys being outdoors on her little farm, spending time with her daughters and motocross with her husband. In her down time she enjoys gardening, scrapbooking and sewing. A strong advocate against animal abuse and neglect, Kim has volunteered for Fences for Fido and Feral Cat Coalitions. Contact Kim by phone at 503-566-7266 ext 1004 or email at bhsassist@wfgadvisors.com

 

 

 

updated PR 2David J. Sullwold, CFP®, LUTCF Financial Advisor

Having served in the financial services industry since 1987, David works with CPA’s, attorneys, families and small business owners to help identify their financial needs, develop strategies which are most appropriate for their circumstances, and help them implement those strategies in the best possible arrangement and time frame. Through both non-fee and fee based financial planning, David’s practice focuses on Retirement, Estate and Business Planning, and Employee Benefits Planning.

Having begun his career in mid 1987 as an insurance broker in Helena, Montana, David focused on Long Term Care Insurance and Medicare Suppliments, giving him a great background in issues pertaining to retired persons.  Upon moving his practice to Albuquerque, New Mexico in late 1988, David began working with a comprehensive financial planning firm and broadened his practice to include comprehensive written financial plans and various forms of life and health insurance, employee benefits and securities products. 

Deciding to relocate one last time, he and his wife Grace moved to the Portland, Oregon area in mid 1994 to begin a family.  David practiced in an institutional setting and as a sales manager for several firms before starting to re-build his clientelle in 1998.  In 2002, David decided to shift to a primarily fee based practice to allow much more flexibility in planning for his clients. 

A graduate of Oregon State University, David has continued his professional education by achieving the Life Underwriter Training Council Fellow in 1993, and becoming a CERTIFIED FINANCIAL PLANNER™ professional in 1998. Active in the industry and his community, David is a past president of the Portland, OR, Chapter of the National Association of Insurance and Financial Advisors. He has also been active with the Financial Planning Association of Oregon. He previously served on the Board of the Cascade Academy Foundation, a local Chapter of the National Academy Foundation focusing on bringing financial services industry academics and internships to Portland metropolitan area High Schools.

David joined Willamette Financial Group, LLC in 2004, as a Financial Advisor, to increase the depth of products and services available to his clients. David’s commitment, dedication and professionalism are your assurance of the highest standard of service.

In 2022, David and Kadi joined their practices to form Oregon Planners.