Liberty Capital Investment Corporation

Stefanie Reel is a CFP® with 24 years of industry experience, currently serving at Liberty Capital Investment Corporation since 2010. She holds Series 63 and Series 65 licenses and is based in Bend, OR. Liberty Capital provides non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of strategies including long- and short-term purchases, option writing, and investments in leveraged and inverse ETFs.

Robert Walker is a financial advisor at Liberty Capital Investment Corporation in Portland, OR, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Liberty Capital since 2009. Outside of his advisory role, he offers life insurance and fixed annuity products as an additional service to clients. Liberty Capital provides non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of strategies including long- and short-term purchases, option writing, and the use of leveraged and inverse ETFs.

Anthony Reel is a CFP® with 24 years of industry experience, currently serving as an advisor at Liberty Capital Investment Corporation since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he offers life insurance and fixed annuity products to clients on a limited basis, separate from his work at Liberty Capital. Liberty Capital Investment Corporation provides non-discretionary portfolio management to individuals, trusts, pension plans, and other entities, utilizing a mix of fundamental, cyclical, and technical analysis. The firm requires client approval for transactions and employs a range of strategies including long- and short-term purchases, short sales, and option writing.

Timothy Bean is a financial advisor at Liberty Capital Investment Corporation in Portland, OR, with 20 years of industry experience. He has been with Liberty Capital since 2009 and has maintained a long-term involvement with Fruit Tree / Deck The Halls since 1993. In addition to his advisory role, he offers life insurance and fixed annuity products outside of Liberty Capital on a limited basis. Liberty Capital provides non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, cyclical, and technical analysis, utilizing a range of strategies including margin and option writing, and operates as both a registered broker-dealer and advisory firm.