Joseph P. Ferrin - CRPC®
Joseph and his wife Catherine have lived in Bend for over 27 years. Joe has been serving families and small businesses in Central Oregon as an Investment Advisor representative for nearly 26 years, the last 22 of those years with LPL Financial.
“In my opinion, I think this industry has devolved into a maze of complexities and confusion, partly in order to justify high fees. I am a simple man and I like simple understandable explanations as to how things work and what they cost. Families and small businesses who come to see me are usually looking for that very same thing. Simple understandable explanations as to how things work and what they cost. Only from there can one make truly sound decisions about their future and I believe it requires experience to truly teach and guide individuals through the very important principles of investments and planning.”
Joe and Cathy live in Bend with their 17 year old daughter Elliyana who attends Bend Senior high. Their daughter Elli is an elite swimmer who has qualified this past year for the Olympic Trials in the 200 back- stroke and narrowly missed qualification in her 100 back-stroke by less than half a second. Much of the Ferrin’s free time is spent with Elli supporting her in her quest to swim at the highest levels. Joe has obtained the marks of Chartered Retirement Planning Counselor or CRPC® which required passing a comprehensive exam and ongoing continuing education. Joe also serves as President of the board of directors for The Bend Swim club a non- profit organization. Joe Cathy and Elli love Bend, the people of the community and the relationships they have built together as a family.
Laura Ross - Executive Assistant
Laura Ross is the Executive Assistant to Joseph Ferrin, she also holds the position of “Client Services Specialist”. Laura is likely the first person you will talk to or see when you walk in the door. Laura is in her 9th year working with Joseph Ferrin. She enjoys the interaction with the clients and the style in which Joe runs his business as well as the care he gives to each person, client or not.
“Joe is an excellent teacher; he has a great ability to talk with you, not over you. I feel Blessed to be a part of his team. I find the financial industry fascinating and I am constantly amazed at the financial opportunities most people are unaware of”.
Laura attended college at the University of Arkansas where she received her Bachelor’s Degree in marketing and business. She has an extensive resume, which includes hotel management.
Laura is a native to Seattle Washington. She and her husband Ian, son Riley have lived in Bend for 16 yrs and love all of the activities it holds. Laura’s priorities in life are; Faith, Family, and Friends in that order.