Joseph P. Ferrin - CRPC®
Joseph and his wife Catherine have lived in Bend for over 30 years. Joe has been serving families and small businesses in Central Oregon as an Investment Advisor Representative for 29 years, the last 25 of those years with LPL Financial.
“In my opinion, I think this industry in some aspects 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 our clients 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 have made their home in Bend. Their daughter Elli is an elite swimmer who qualified for the 2016 Olympic Trials in the 200 backstroke. She now swims on athletic scholarship for The San Diego State Aztecs having recently been a part of the All time, Mountain West record setting 200 and 400 medley relay teams helping to win the 2018\2019 Mountain West Championships. Much of the Ferrin’s free time is spent following their daughters success as a student athlete.
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.
Kyle Stefanides - Administrative Assistant
Kyle Stefanides joins the office and Joes SmartVestor Pro team as an Administrative Assistant. He is currently training to become an Advisor Associate Candidate as well. He is new to the business and is very excited and eager to be a part of team here at LPL Financial. According to Joe, “Kyle is motivated, conscientious and eager to be an important figure on our team. I know he will do very well going forward.”
Kyle recently graduated in the spring of 2019 from the University of Massachusetts – Amherst, where he received a degree in Economics, and was a four year Division 1 athlete and two-time captain of the UMass swim team.
“Joe has given me a fantastic opportunity with LPL. He is an extremely gifted financial advisor, who consistently puts a tremendous amount of time and effort into ensuring that every one of his clients has a positive experience and is working toward a successful financial future.”
Kyle moved from West Milford, New Jersey to Bend, Oregon upon graduating. He loves Oregon and is very excited to see where his life and career in Bend will take him.