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 is the President of Pine Brook Financial and a Certified Financial Fiduciary®. As a principal 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 where he prides himself on creating a knowledge-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 protect their retirement. He specializes in retirement income planning for those who are just beginning to see retirement on the horizon, going through the phase of beginning their retirement, and with those who are already retired. It is Ted's sincere desire that everyone possesses the confidence so many only hope to have in their retirement. He believes this confidence is achieved by executing a written plan he calls the Retirement Road Map.
It is with tools like this that Ted has helped people protect millions of dollars in retirement assets. Ted aims to create a welcoming, service-oriented environment that he found was always present where he grew up in the Midwest. It is with this culture that he welcomes new clients into the fold.
When he isn't behind his desk, Ted enjoys spending time with his wife and two children, exploring 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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