Our Team

Curt BennettCurt Bennett    
Senior Vice President, Financial Advisor
(541) 608-4386

For over 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. He and his wife, Carol, enjoy travel, gardening, golf and their grandchildren.


David Preszler, CFP®
Senior Vice President, Financial Advisor, Portfolio Manager
(541) 608-4387

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, skiing and a host of other outdoor activities.


Diane Holt, FPQP™
Associate Financial Advisor
(541) 608-4385

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

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.