Cutler Investment Group

Erich Patten is a financial advisor at Cutler Investment Group with 14 years of industry experience. He holds the Series 65 designation and has been with Cutler Investment Counsel, LLC since 2003. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, utilizing third-party technology and AI tools alongside customized portfolio management.

Madison Raffensperger is a financial advisor at Cutler Investment Group with a Series 65 designation and two years of industry experience. She has been with Cutler Investment Counsel, LLC since 2018 and previously worked at Personnel Source Inc. from 2016 to 2018, following eight years in full-time education. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and uses third-party technology and AI tools to support research and reporting while maintaining portfolio oversight.

Christopher Wagner is a financial advisor at Cutler Investment Group with five years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs Ayco Personal Financial Management and The Ayco Company, L.P./Mercer Allied. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and utilizes AI tools along with third-party technology to support research and portfolio oversight.

Christopher Heckenkamp is a CFP® with four years of industry experience, currently serving at Cutler Investment Group. His prior experience includes roles at LPL Financial, Arise Private Wealth, and TSG Wealth Management. Heckenkamp’s background also includes time at Applied Medical and academic positions at Texas Christian University and the University of Arizona. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm utilizes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, offering customized portfolio solutions supported by third-party technology and AI tools.

Nicholas Swanson is a financial advisor with Cutler Investment Group in Bellevue, WA. He holds a Series 65 designation and has been with the firm since 2024. His prior experience includes roles in education and professional services. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing through independent managers.

Susan Niedwick is a CFP® with 21 years of industry experience and has been with Cutler Investment Counsel, LLC since 2020. Prior to that, she worked at Check Capital Management Inc for five years. She holds the Series 63 and Series 66 licenses. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, using customized portfolios supported by third-party technology and AI tools.

Jennifer Leroy is a CFP® with 13 years of industry experience, currently serving as an advisor at Cutler Investment Group in Jacksonville, OR. She holds a Series 65 license and works within a team of 19 advisors. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm’s approach includes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, utilizing third-party technology and AI tools to support research and client service.

Tingwei Chiang is a CFP® professional at Cutler Investment Group with 10 years of industry experience. He has worked with Cutler Investment Counsel since 2018 and previously with Pacific Portfolio Consulting from 2013 to 2018. Cutler Investment Counsel offers discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm specializes in risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating ESG options and direct indexing, while utilizing third-party technology and AI tools to support its services.

Brook Anderson is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He is part of the Cutler Investment Group team and has worked at Kaizen Financial Advisors, LLC since 2015. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and retirement plan consulting, utilizing third-party technology and AI tools to support portfolio oversight and client servicing.

Dean Russo is a financial advisor with Cutler Investment Group in Jacksonville, OR, holding a Series 66 designation and 24 years of industry experience. He worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, from 2001 to 2025 before joining Cutler Investment Group. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, model licensing, and occasional expert-witness services.

Brooke Ashland is a Series 65-credentialed advisor with Cutler Investment Group in Bellevue, WA, where she has worked since 2014. She has 14 years of industry experience. Outside of her advisory role, she is involved in non-investment activities including business consulting and property ownership through entities such as Ashland Partners International and Moon and Back, LLC. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and utilizes third-party technology and AI tools to support research and portfolio oversight.

Ryan Sweet is a financial advisor at Cutler Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at NYLife Securities LLC and New York Life Insurance Company for 11 years. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, 401(k) and retirement plan consulting, model licensing, and expert-witness services.

Alexander Lund is a financial advisor with Cutler Investment Group in Anchorage, AK, holding a Series 65 designation and 12 years of industry experience. He has been with Foundations Asset Management, LLC since 2013. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, employing third-party technology and AI tools to support research and account servicing while maintaining portfolio oversight.

Matthew Patten is a financial advisor at Cutler Investment Group in Jacksonville, OR, holding a Series 65 designation with 16 years of industry experience. He has been with Cutler Investment Counsel, LLC since 2003. Outside of his advisory role, he is a member of Ashland Partners International, an accounting outsourcing firm. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and retirement plan consulting, utilizing third-party technology and AI tools while maintaining portfolio oversight.

Joseph Lu is a CFA® charterholder with eight years of industry experience, currently serving at Cutler Investment Group. His prior roles include positions at Conscious Capital Advisors, LLC and Yosemite Capital Management. Outside of financial advising, he is managing partner of MM Integration, a business consulting and enterprise software development firm. Cutler Investment Group offers discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm’s investment approach includes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, employing screening criteria and technology tools to customize and manage client portfolios.