No business person works in a vacuum. Without a trusted group of skilled and responsible professionals in my network, I could never provide a complete service to my clients. Therefore, I want to showcase the people I turn to every week to handle those things that I don’t. Most are located in the Rogue Valley of Southern Oregon, but a few have a much wider reach and can help people in other areas and states. I trust these folks to handle your needs as consummate professionals. Not only are they my colleagues, they are also my friends!
Steven Stratton, LUTCF
Prism Insurance & Financial Services
Life and Disability Insurance
408-391-0782 — Steven@smstratton.com
Melanie Madden
Rogue Valley Financial
Financial Consultant
541-621-8219 — www.roguevalleyfinancial.com — melaniemadden@ffig.com
As a financial advisor who sits down and listens to what your goals and needs are, Melanie helps you invest in your future while staying true to yourself. Planning for a secure future can be a little bit like hiking down an unfamiliar path. It helps to have a compass to point you in the right direction. It is even better to have a trail guide who knows the way, who can help you along the way. Life moves fast which means your needs can change just as quickly. No matter where you are, Melanie can help you get from “here to there” simply, safely, and effectively through client strategies designed to meet the needs at every stage of your life. Visit her website for more information about the services she provides. I’m a happy client myself!
Jeffrey Nagel
NW Real Estate Group at John L. Scott
Real Estate Broker
541-414-7903 — www.nwrogue.com — jnagel@nwrogue.com
Jeffrey Nagel and his wife Robynne Whitaker form the NW Group power team at John L. Scott Real Estate. They consistently win awards for their production, but more importantly they get rave reviews for their customer service. Jeffrey is always happy to make time for my clients to discuss the real estate portion of their trust or estate. He provides great insights and professional advice to help people manage their real estate. If a purchase or sale is appropriate for the client, Jeffrey handles all the details with calm professionalism. I love that he always puts my clients needs first!
Dave Porter
Loan Depot
Residential Mortgage Expert
541-708-4020
www.davesporter.com — dporter@loandepot.com
Dave Porter, NMLS # 483876 is licensed to provide mortgage loans in OR, WA, CA, ID & AZ. He has been involved in lending for four decades. He is proficient in FHA, VA, USDA, Conventional, Jumbo, Renovation, Investor, vacation home loans and more. He has excellent reviews and often is available weekends and evenings to serve his clients. I am a satisfied customer of a refinance, and Dave helped make a complicated paperwork process go smoothly.
Frank Brannen
Brannen Family Agency – Allstate
Personal Lines Property and Casualty Insurance
541-393-9500
www.allstate.com/frankbrannen — frankbrannen@allstate.com
Frank Brannen is a great insurance agent because he knows how to find the balance between coverage and cost. He is someone who will always give you options to consider while making sure that you know what you are paying for and why. There is a level of integrity that comes along with an agent that puts the best interest of the client ahead of themselves and the insurance company. I choose to work with Frank, and recommend my clients do too, because of that integrity. You’ll find that Frank is knowledgeable, friendly, creative and available. Frank’s insurance agency offers Home, Auto, Renters, Condo, Business, Umbrella, RV, Motorcycle, ATV, Jewelry, Pet Health, Group Health, Benefits, Event Insurance, and more. They are located in Eagle Point but serve all of Oregon. Frank is my own agent and has been amazing taking care of all my insurance needs.
Cindy Peterman
Peterman Insurance Services
Health Insurance, Medicare, Long-Term Care
541-314-4253
petermaninsurance.com — cindy@petermaninsurance.com
Cindy is an independent insurance agent specializing in Health insurance, Medicare plans, and Long-Term Care insurance for people in Oregon, Washington & California. She is also a part-time long-term care nurse, so she has in-depth knowledge and experience as well as a unique perspective when it comes to choosing the best health and long-term care insurance for your situation.
