MEET YOUR ADVISOR
The team behind Pine Brook Financial is made up of financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
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.
A naturally upbeat and positive person, Bryce relishes any opportunity to make someone’s day better. His position at Pine Brook Financial provides a platform for him to do that often.
Bryce serves a key role in assisting our lead and associate wealth advisors in the financial planning process. He is primarily responsible for the preparation of financial planning documents and proposals. Other duties include assistance in properly comparing existing solutions to current marketplace opportunities, conducting risk analyses, and maintaining client files. “Life is full of hardships and hurdles,” Bryce says. “I love nothing more than to help folks make these jumps so they feel confident in the life they live.”
Since 2007, Bryce has called Redding, California, home. He lives just three miles from Shasta Lake with his wife, Bobbie Jean, and their daughters, Liliana and Kalina. Bryce also has a grown son, Xavi, who lives in Las Vegas. Music is one of Bryce’s biggest passions — he enjoys going to concerts with Bobbie Jean and playing piano, guitar, and drums with his kids.
Marissa San Nicolas
Marissa San Nicolas is the first face you see when walking into the office. Her cheerful demeanor makes clients feel welcome any time they visit. Marissa is focused on serving others in the office and the clients who are ready to plan their futures.
Marissa has always loved helping those around her and has past experience in customer service. In her short time at Pine Brook Financial, Marissa has loved connecting with clients and helping each of them. From greeting clients to scheduling visits, Marissa enjoys her role as an office specialist and understands that the ultimate client experience can make things memorable and special.
Marissa knows that retirement is a lot like climbing a mountain because once you get to the top, you’ll finally get to enjoy the view. She hopes that her kindness while in the office helps people feel like they “have been coming in for years, even if it’s their first time setting foot through our door.” Other than helping clients, Marissa is also a certified California notary public.
While away from the office, Marissa loves spending time outdoors boating, hiking and camping. She loves to spend time with her fiancé Ray and their three children, Isaiah, Ashley and Jaemison. Marissa also enjoys watching sports and cooking a delicious meal. Her big family is completed with their German shepherd, Gunner, and pit bull, Bella, who are both the boss of the house.
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