Sittner & Nelson, LLC

Kevin Sittner is a CFP® and CFA® with nine years of industry experience. He has been with Sittner & Nelson, LLC since 2016 and previously worked at PricewaterhouseCoopers from 2013 to 2016. Outside of his advisory role, he serves as treasurer for VisionGift, a nonprofit that recovers and screens donated tissues to provide grafts for individuals, and is a board member of the Eugene Estate Planning Council. Sittner & Nelson serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering wealth management, financial planning, and retirement plan consulting. The firm manages approximately $895.9 million in discretionary assets and emphasizes fundamental analysis, asset allocation, and a long-term buy-and-hold investment approach.

Freddie Sittner is a CFP® with 44 years of industry experience, currently serving as an advisor at Sittner & Nelson, LLC since 2010. Prior to this, he worked at Kms Financial Services, Inc. from 2005 to 2020. Outside of advising, he is also involved as an insurance agent selling disability, long-term care, and other insurance products. Sittner & Nelson, LLC serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, providing wealth management, financial planning, and retirement plan consulting. The firm manages approximately $895.9 million in discretionary assets across about 445 client relationships, emphasizing fundamental analysis, asset allocation, and a long-term buy-and-hold investment approach.

Todd Nelson is a CFP® with 23 years of industry experience, currently serving at Sittner & Nelson, LLC where he has worked since 2010. Prior to this, he was associated with Kms Financial Services, Inc. for 15 years. Nelson serves on the supervisory committee of SELCO Community Credit Union, overseeing the credit union’s board and credit committee actions. Sittner & Nelson, LLC provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm manages approximately $895.9 million in discretionary assets, employing a long-term, fundamental analysis-driven investment approach across a range of asset classes.

Sarah Brooke is a CFP® with 18 years of industry experience, currently serving as an advisor at Sittner & Nelson, LLC since 2010. Prior to that, she worked at KMS Financial Services, Inc. from 2007 to 2020. She is a member of the finance committee for Coburg Community Charter School. Sittner & Nelson, LLC is a four-advisor firm managing approximately $895.9 million in discretionary assets, serving individuals, high-net-worth clients, trusts, retirement plans, and other business entities. The firm provides wealth management, financial planning, and retirement plan consulting through discretionary portfolio management focused on fundamental analysis, asset allocation, and a long-term buy-and-hold strategy.