Our Qualifications

Bradley C. Fields, CFP®

My financial planning career began in 1987 as a registered representative with Waddell & Reed, Inc. There, I attained the Top 25 Producer List nationwide. I established Delta Financial Group in 1991 as an independent financial planning firm specializing in investments and retirement planning. I received my registration as a CERTIFIED FINANCIAL PLANNER™ in 1992 and have enjoyed helping my clients achieve their goals ever since. In addition, I am a member and past president of The Financial Planning Association of Oregon and SW Washington and a past president of the Kids On The Block Awareness Program. Brad@bcfields.com

 

                                    

 

 

Wendi Ouellette, CFP®

After graduating from University of Oregon in 1997, I was ready to face new challenges. I came to Delta Financial Group in 1998, began with data analysis and reporting, and soon became very interested in the securities market - especially individual stocks. I have recently obtained the CERTIFIED FINANCIAL PLANNER™ designation and currently hold Series 7 and Series 66 licenses and my AAMS (Acquired Asset Management Specialist) certificate. My understanding of the stock market and knowledge about asset management help me not only do my job better but also gives me the skills to help our clients better understand their investments. Wendi@bcfields.com

 

 

 

Kelly Jandreau

I have been in the financial services industry since 1996. Presently, as a licensed sales assistant at Delta Financial Group my duties include client relations, records management and sustaining compliance requirements between the practice and Broker Dealer.

I received my Bachelors Degree in Business and Finance from Washington State University and went on to obtain the Registered Paraplanner Designation™.  I hold the Series 7 and 63 licenses as well as my insurance license.

I am excited to be a part of the Delta Financial Group and look forward to assisting our clients in achieving their goals. kelly@bcfields.com

 

 

Check the background of this investment professional on FINRA's BrokerCheck