<
accounting servicescontact us

Ready to Get Acquainted? We're Ready to Listen.

Todd Caudle, Principal

When you meet Todd Caudle, one of the first things you'll notice is he gets to the point quickly with a working style that is high energy, focused and direct. It's a quality he developed while growing up in the logging industry in Prineville, Ore. He says, "My goal is to cut through the confusion, zero-in on the issues and rapidly progress to a solution."

In fact, Todd co-founded McCoy Foat Wealth Management Group for exactly those reasons. He identified an industry issue and knew he could build a better mousetrap. In his former position as a financial services manager overseeing Prudential's Medford, Salem and Lake Oswego offices, Todd noticed it was difficult for medical and dental professionals to receive the highly specialized advice and products they need from mainstream financial firms and generalist advisors. Todd helped build the company with the vision of bringing the medical/dental segment a better option — easy, industry-customized solutions backed by old-fashioned, boutique-style service and leading expertise.

It turns out that Todd's vision was spot-on. His practice has quickly grown and the word is out that McCoy Foat Wealth Management Group is the go-to financial firm for Oregon dentists, veterinarians and other small business professionals. "There's nothing more satisfying than introducing new clients to solutions they've never been shown before," Todd says.

When he's not working, Todd enjoys relaxing with friends and family, exploring the outdoors and sipping Oregon's famous pinot noirs.

Brooks Berardi, Financial Advisor

Being raised in the Portland Oregon area, and most notably on a farming property in Aloha, has created a man of who feels right at home in the great northwest. Spending time on the farm, Brooks quickly acquired a strong work ethic while clearing rocks from the family fields, earning one nickel at a time for one full bucket of rocks. Later, Brooks was introduced to the world of finance through his father’s day trading activity. He would hear about what occurred that day over dinner and sometimes go into the office to spectate and absorb all the charts, numbers, and language. Brooks was fascinated by how clear one’s focus needed to be in order to achieve success. This experience clearly translated to Brooks’ current approach to each day.

After graduating from the University of Oregon with a major in Finance, Brooks went to work for a large insurance company in Southern California. His experience dealt heavily in retirement funding strategies before relocating back to Oregon and joining our boutique investment advisory firm, McCoy Foat Wealth Management Group. Being the analytical realist he is, Brooks’ focus is now laser sharp. This is demonstrated by Brooks clearly and concisely identifying and implementing solutions to our clients’ financial planning and insurance needs.

Check the background of our firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/

Serving veterinary professionals, medical professionals,
dental professionals and small business owners in West Linn,
Oregon City and the Portland Oregon metro area.
investment strategies — exchange traded funds — oil & gas royalties
third party money management — 1031 exchange — tax planning
insurance planning — retirement planning — college funding
estate planning — financial planning — gifting strategies

 

Advisory services offered through McCoy Foat Wealth Management Group (MFWMG). Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. McCoy Foat Wealth Management Group and IFG are not affiliated. Office of Supervisory Jurisdiction: 310 N State Street, Suite 206 Lake Oswego OR 97034.

Consult McCoy Foat & Co CPAs for tax advice. MFWMG and IFG do not offer tax or legal advice.