Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

MEET YOUR ADVISOR

The team behind Pine Brook Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

ted-thatcher

Ted Thatcher

President

Ted Thatcher is the president of Pine Brook Financial. As a financial advisor, he also serves as the president of the American Financial Education Alliance [AFEA - 501(c)(3)] Medford, Oregon, and Redding, California, chapters. The passion he has for his field was born from the love of his family and preparing for their future. He cherishes each of them, from his wife, Kassandra, to his son, Ethan, and daughter, Olivia.

Ted’s passion for his family overflows to his office. He prides himself on creating an education-focused environment where the passion he has for his own family’s future can be mirrored and focused on you and your future goals. As a financial advisor, it is Ted’s goal that each person he meets has a written plan to help protect his or her retirement. He focuses on those who are just beginning to see retirement on the horizon, those just beginning their retirement and those who are already retired. It is Ted’s sincere desire that everyone possesses the confidence so many people only hope to have in their retirement. He believes this confidence is achieved by executing a written plan he calls the Pine Brook Financial Roadmap.

It is with tools like this that Ted has helped people grow and preserve their retirement assets. He aims to create a welcoming, service-oriented environment, which he found was always present where he grew up in the Midwest.

When he isn’t behind his desk, Ted enjoys the outdoors with his family, cheering on his Notre Dame Fighting Irish, going on hunting and fishing outings with his father and brothers, and throwing tennis balls across the yard for his golden retriever, Finn.


American Financial Education Alliance “AFEA” is a paid membership organization comprised of professionals of varying specialties. AFEA is a 501(c) (3) non-profit organization whose focus is to provide financial education to individuals, businesses and organizations through member professionals. The AFEA logo and/or trademarks are property of their respective owners and no endorsement of Ted Thatcher or Pine Brook Financial is stated or implied.

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