Our Experienced Team

 

Southern Oregon Physicians Financial Health Group is a team of three D.A. Davidson Financial Advisors working together to address the complex financial issues physicians and their families face.
 
Team members have been advising physicians for more than 25 years and the team features two CERTIFIED FINANCIAL PLANNER professionals. The team includes:

 

CURT BENNETT

Senior Vice President, Financial Advisor

(541) 608-4386

cbennett@dadco.com

 

For more than 20 years, Curt has guided affluent individuals and families in reaching their financial and retirement goals. He has completed specialized wealth advisor training focused on the complex needs of high-net worth clients as they accumulate, protect and transfer wealth.

 

Born and raised in the Rogue Valley, Curt has a deep commitment to community service. He is a former Medford City Councilman and past president of both The Chamber of Medford/Jackson County and Medford Rogue Rotary. He is also past chair of the Salvation Army Advisory Board and the Providence Medford Medical Center Board of Directors. Curt and his wife, Carol, enjoy travel, gardening, golf and their grandchildren.

 

 

 

WILLIAM E. CLARY, CFP®

Senior Vice President, Financial Advisor, Portfolio Manager

(541) 608-4377

bclary@dadco.com

 

Bill has more than 25 years experience in guiding clients toward their goals, having begun his investment career in 1993 with Waddell & Reed in Portland, Oregon. He moved to Medford in 1995 and joined the Medford branch of Smith Barney later that year. In 2000, Bill, Allan Wright and three other financial advisors formed The Wright Financial Group. In 2009, the Wright Financial Group moved their practice to D.A. Davidson.

 

 

Bill is a CERTIFIED FINANCIAL PLANNER™ professional and has done coursework to gain the skills and knowledge needed to design a long-term financial plan unique to each client based on their specific objectives, priorities and attitudes and he follows strict code of ethics. He graduated from the University of California at Santa Barbara with a BA degree in Political Science.

 

An active community member, he has served on the Board of Directors for Junior Achievement, is past chairman of the Chamber of Medford/Jackson County’s Education Action Team, a member of the Chamber Legislative Action Team and a member of the Jackson County Mental Health Court Advisory Board.

 

Bill and his wife, Michelle, enjoy skiing, hiking and traveling. They have recently become "empty nesters" and greatly enjoy the family homecomings.

 

 

 

DAVID M. PRESZLER, CFP®

Senior Vice President, Financial Advisor, Portfolio Manager

(541) 608-4387

dpreszler@dadco.com

 

As a CERTIFIED FINANCIAL PLANNER™ professional, Dave focuses on coaching clients to clarify their goals and pursue long-term strategies for reaching them. He also serves as a portfolio manager for the team's discretionary investment strategies. He has been a financial advisor since 2005 and holds an MBA in finance from Marylhurst University. He completed his undergraduate degree in English and history at Simpson University. 

 

Raised near Yreka, CA, Dave has lived in the Rogue Valley since 1997 and is an active member of the community. He currently serves as Vice Chair of the Providence Community Health Foundation – Southern Oregon and a member of the Southern Oregon Sports Commission. He is a past president of the Southern Oregon Estate Planning Council and formerly served on the boards of the Chamber of Medford/Jackson County, Simpson University, Pacific Bible College and the Jackson County Library Foundation. Dave and his wife, Erin, have three children. He enjoys tennis, cycling, soccer, running and a host of other outdoor activities.

 

 

DIANE HOLT, FPQP

Associate Financial Advisor

(541) 608-4385

dholt@dadco.com

Diane brings more than 13 years of experience in the financial services industry and currently serves as an Associate Financial Advisor for the team.

Diane holds the Financial Paraplanner Qualified Professional™ designation as well as the Series 7 and 66 licenses. She focuses on the client experience, client strategy sessions and financial planning while also serving as the lead contact for retirement plan sponsoring employers and participant employees.

Diane and her husband, Barry, are both natives of the Rogue Valley.  They reside in Central Point with their daughter. In her spare time she enjoys cooking, gardening and reading. 

 

 

 

AMANDA BAILEY

Client Associate

(541) 608-4382

abailey@dadco.com

 

Amanda has been in the financial services industry for more than 20 years. She serves two Medford teams and uses her wide base of knowledge and experience to deliver stellar client service. She enjoys building and maintaining procedures that ensure every client receives top-quality attention.

 

She is a Medford native with a passion for dogs, especially her own terrier, Stella. Her hobbies include gardening, traveling, spending time with her family and watching movies.

 

 

 

 

STACY DOUGLAS

Client Associate

(541) 608-4378

 

Stacy joined D.A. Davidson in 2016 and immediately put her experience in operations and client service to good use. She previously worked for Jackson County Health and Human Services and Printpal in Medford after starting her career in the travel industry. Building client relationships is her top priority and it shows in the service she provides.

 

Stacy is a Rogue Valley native and is a graduate of Crater High School. She and her husband have two children and just welcomed their first grandchild. In her spare time, she works out, reads, listens to music and spends time with her family. She enjoys summer, swimming, rafting and the outdoors.