Employee Biographical

William J. Hoffman
 

He earned a B.S. from the University of Oregon in 1979, as well as being an Academic All-American for the U of O football team. He has specialized retirement planning for over 36 years. Bill's longevity and success could be attributed to the extensive ongoing service and reviews he conducts. Bill was a past board member of McKenzie State Bank (which has since been absorbed by Umpqua Bank). He is married with two children.

Qualifications:

  • Series 51, 6, 7, 63 and 65 securities registered: Products available include Mutual Funds, Fixed, and Variable Annuities, Money Market Accounts and Life Insurance including Variable Life, 529 plans, mutual funds and Stocks. * and fee based accounts.

  • Certified Instructor for Oregon Insurance Department Continuing Education Classes

  • Servicing over 1800 active clients; 1400 of which are retired and collecting benefits
  • Spent 8 years servicing Eugene Water and Electric Board (EWEB) 457 plan of over 400 employees

  • Has over 25 years of experience in the 403(B) payroll deduction market. Onsite enrollment and educational workshops

Email: bhoffman@nwrs.com

*Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor.

.

 


Ryan A. Beck
 

He earned a B.S. from the University of Oregon in 1993. He has been a Financial Advisor specializing in retirement planning* for the past 25 years. He manages several SIMPLE IRA plans, 403(B) plans as well as many individual accounts. His proactive approach in communicating and providing extensive services to his clients has enabled him to build many long-term relationships. He is married with three children.

Qualifications:

  • Series 6, 63, 66 and 7 securities registered: Products available include Mutual Funds, Stocks, Bonds, Fixed and Variable Annuities, Money Market Accounts* and Life Insurance including Variable Life
  • Certified Instructor for Oregon Insurance Department Continuing Education Classes
  • Servicing over 900 active clients

Email: rbeck@nwrs.com

*Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor.

 

Matthew J. Hoffman

While achieving a Bachelors of Science Degree in Business from Oregon State University in 2010, Matthew served the Central Oregon community as a personal banker for JP Morgan Chase. Since his addition to the NWRS team in 2012, Matthew has educated clients on overall financial wellness. Focusing on city, county, state, and hospital employees his efforts in meeting the needs of his clients will contribute towards overseeing the Central Oregon office.

Qualifications include:

  • Series 6,7, and 63
  • Oregon Insurance Producer license
  • Client discussions include the use of mutual funds, fixed and variable annuities, personal and family life insurance, Long-term care hybrid planning, Budgeting, social security education, and other alternative investment options.

Matthews's compassion and reliability are driven from his mother's experience as a school teacher, while his work ethic and tenacity thrives from his father's thirty one years in the personal financial investment industry.

233 SW Wilson Ave. #6

Bend, OR. 97702

541-706-9211

Email: mhoffman@nwrs.com

*Securities offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor.

 

 

 

 

 
 

 


Rebecca Kirkpatrick
 

Rebecca has been part of the NWRS team since 2015. She was born in California and raised in Brownsville, Oregon.  Becca came to us with a Bachelor of Arts, a Masters in Education and a decade of  executive support experience. Her passions are spending time with her children, being in the outdoors with her dog, physical fitness and reading.  Rebecca is a non-registered assistant to William J. Hoffman and Ryan A. Beck