Broker Check

Delta Financial


Delta Financial Group provides comprehensive financial planning and investment advice to individuals, families, and small businesses.

Our mission is to be the best financial advisory firm in helping our clients define and achieve their financial goals. We believe that is accomplished by our commitment to quality service and establishing long-term relationships. We take a sincere interest in getting to know you, listening to your needs and financial expectations



We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Bradley C. Fields

Wealth Manager

(503) 244-9215

My financial planning career began in 1987 as a registered representative with Waddell & Reed, Inc. There, I attained the Top 25 Producer List nationwide. I established Delta Financial Group in 1991 as a financial planning firm specializing in investments and retirement planning. In addition, I am a member and past president of The Financial Planning Association of Oregon and SW Washington and a past president of the Kids On The Block Awareness Program

Wendi Ouellette CFP®

Wealth Manager

(503) 244-9215

After graduating from University of Oregon in 1997, I was ready to face new challenges. I came to Delta Financial Group in 1998, began with data analysis and reporting, and soon became very interested in the securities market - especially individual stocks. I have recently obtained the CERTIFIED FINANCIAL PLANNER™ designation and currently hold Series 7 and Series 66 licenses and my AAMS (Acquired Asset Management Specialist) certificate. My understanding of the stock market and knowledge about asset management help me not only do my job better but also gives me the skills to help our clients better understand their investments

Jeff Brooks, BFA™

Wealth Manager

360-694-0159

360-735-1239

Jeff Brooks, BFA™ provides straight-forward, highly customized financial services to individuals and businesses. Each client benefits from a portfolio tailored to meet his or her individual needs. Jeff has been securities registered since 2002. Jeff attained his BFA™ designation in 2019. The BFA™ designation integrates the concepts of traditional finance, psychology, and neuroscience with the goal of helping clients improve their emotional competency and decision-making behaviors as it relates to their personal financial situation.  BFA™ professionals are required to complete 20 hours of continuing education annually.

Jeff is a lifelong native of the Northwest having grown up in Portland, Oregon and currently living in Washougal, Washington. He has been active in his community coaching soccer at many levels including college, high school, youth, and advanced competition teams.  Jeff coached the Mt. View High School varsity boys soccer team for 18 years, a team that he coached to a State Championship.

Education
Bachelor of Arts Degree in Business Administration Linfield College
Series 7 (General Securities)
Series 66 (Uniform Combined State Law )
Series 6 (Investment Company/Variable Contract Products)
Series 63 (Uniform Securities Agent State Law)
Washington Life and Health License
Long Term Care Insurance License

Jeff lives in Washougal, WA is married and has two sons. He is a passionate soccer fan, coach, and retired soccer player. His other hobbies include camping and cooking. He and his family also foster golden retrievers through Golden Bond Rescue.

Scott Lowe, A.A.M.S.

Wealth Manager

(360) 694-0159

360-735-1239

Scott started his career in the financial world with a large full-service firm. After realizing his clients’ needs were out growing his full-service firm, he discovered the independent broker-dealer space and formed his first wealth management firm with a close friend whom was also in the independent financial world.  Their firm grew quickly and in 2007 acquired Baikie & Alcantara Investments, a small regional firm located in Santa Cruz CA that was established in 1935.  A few years later, his partner left the industry to pursue an MBA from the Wharton School of Business.  Scott was forced to find another trustworthy partner, which he did in Matthew Pulsipher.  Their firm continued to grow and a few years later, they acquired City Financial Group in Vancouver WA. In 2015 City Fiduciary Group, A Wealth Management Company was formed by merging Baikie & Alcantara and City Financial Group with Scott, Matt and another successful and trusted financial advisor, Jeff Brooks. With the needs of the firm and clients growing quickly, Scott, Matt, and Jeff were led to KMS Financial Services to help meet those soaring needs.

Scott graduated from the University of Utah, as a member of the Honor Society, where he studied Economics. He is passionate about building a strong relationship of trust and respect with his clients, where he provides them with financial, retirement, and estate planning. His focus is on educating and training clients, empowering them to make wise decisions regarding their future. He teaches them about the difference between just investing their money and having their money work for them.

Scott’s philosophy for clients is they are our family. He has strong desires to be there in all areas of client planning. He contributes to CFG by providing clients with an environment built upon 4 pillars; transparency, open communication, accuracy, and education. His sole purpose is to provide the best and most accurate advice and education for clients. Scott believes if you have education and do not share it, it is worthless.

Scott currently lives in Washington with his wife Angela, and their three sons. In his spare time, he loves mountain biking, cycling, riding dirt bikes, playing with his kids, and just being with his wife.

City Fiduciary Group is a separate company from KMS Financial Services, Inc.  City Fiduciary Group is not a broker dealer or registered investment adviser.

Matt Pulsipher, ChFC, CFP®

Wealth Manager

(360) 694-0159

360-735-1239

Matt Pulsipher has provided financial services to families and businesses since 2000. Matt custom designs an investment strategy that matches the income and growth needs of his clients while remaining within each individual’s prescribed level of risk.

Matt earned his CFP®, Certified Financial Planner designation in 2017.

Matt currently resides in Hockinson, WA with his wife Viki and four kids. He enjoys waterskiing, basketball, spending quality time with his family, and golf.

Securities and advisory services are offered through KMS Financial Services, Inc., Member FINRA, SIPC and an SEC registered investment adviser.

City Fiduciary Group is a separate and independent company from KMS Financial Services, Inc. and is not a registered broker dealer or investment adviser.  

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