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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 in tax and retirement planning for over 27 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. He is married with two children.

Qualifications:

  • NASD Series 51, 6 and 63 licenses: Mutual Funds, Fixed and Variable Annuities, Money Market Accounts and Life Insurance including Variable Life, 529 Plans, 63,24 and 7 liscences/  mutual funds,Stocks
  • Certified Instructor for Oregon Insurance Department Continuing Education Classes
  • Servicing over 1,300 active clients

Email: bhoffman@nwrs.com

 



Ryan A. Beck
 

He earned a B.S. from the University of Oregon in 1993. He has been a Financial Advisor specializing in tax and retirement planning for the past 15 years. He manages several 401(K) 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:

  • NASD Series 7 and 63 licenses: Mutual Funds, Stocks, Bonds, Options, Fixed and Variable Annuities, Money Market Accounts and Life Insurance including Variable Life
  • Certified Instructor for Oregon Insurance Department Continuing Education Classes
  • Servicing over 700 active clients

Email: rbeck@nwrs.com

 



James G. Mix
 

Jim earned a bachelor's degree from the University of Idaho in 1967, and a master's degree from Oregon State University in 1971. Jim was a business teacher and athletic coach at Reedsport High School from 1967-1979. In 1979 Jim entered the insurance business with a local independent insurance agency. After 21 years in the insurance and financial services business, Jim joined Northwest Retirement Services in August 2000 as a financial consultant, working in his Reedsport office.

Jim and his wife, Linda, have been married for 35 years and have three grown children as well as three grandchildren.

Email: mix@harborside.com

 



Tami Preskitt, Executive Assistant
 

She is a native of Eugene. She earned her B.S. in Finance from the University of Oregon in 1992. She has previous experience in both the insurance and mortgage industries. She currently helps train new staff employees and makes customer service a main goal. She is married with two children.

 

Email: tpreskitt@nwrs.com

 

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