Bob Davee, MBA CFP®

Bob Davee helps healthcare and education professionals navigate their financial opportunities and risks- how to invest, how to live confidently in retirement and how to seek protection for the people they love and places they hold dear.  Bob has spent his entire career in the realm of investments and finance while working for some of the worlds largest and most respected institutions.

Now Bob works with a stellar team of partners – Jerimiah Gildea, Scott Warner, and Katharin Lisenbee- along with the nationwide team at LPL Financial who support Oregon Trail Investment Services.  Joining Oregon Trail has allowed Bob to be able to offer his unique perspective to Individuals with custom financial planning and investment management strategies.

Many of Bob's clients are members of the Oregon PERS retirement plans. Bob has developed deep experience with the particulars of Oregon PERS complexities and nuances. As a public service, Bob has given dozens of educational presentations on the PERS plans and how members' pensions integrate with their IAP and other individual investments.  During COVID Bob was expand his able to offer these presentations to PERS members throughout Oregon via WebEx and Zoom.

Bob brings his real-world experience in investment and commercial banking, real estate, trusts & estates, as well as the management of cash, debt, real estate, and investments. Bob received a BA with Honors in Finance from the Kelley School of Business at Indiana University, Bloomington and an MBA from the Kellogg Graduate School of Management at Northwestern University. In 2014 Bob became a certified financial planner ^tm   practitioner after completing the Financial Planning Certificate program from the University of Georgia's Terry School of Business.

Bob loves taking in all that the Pacific Northwest has to offer from cycling and skiing to exploring the unique PNW food, beer, and wine scene. Bob and his wife Pam live in Bend.  

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Neither Bob Davee nor LPL Financial are affiliated with the Oregon PERS program or any state or government agency. Please ensure you refer to your PERS program custodian, documents and website for complete guidance.