Robert N. Bell II, AIF®

Managing Director

Robert founded Bell Wealth Partners to provide his clients with greater opportunities, resources, and support while continuing to deliver the meaningful financial guidance they rely on. With more than 25 years in the industry and as an Accredited Investment Fiduciary® (AIF®)¹, he specializes in investment management, retirement planning, estate and tax strategies, and risk management. He works closely with clients, attorneys, and tax professionals to develop and refine customized plans designed to address both short-term needs and long-term goals.

“I’m honored to work with great people, who happen to also be clients.”

Robert’s path to becoming an advisor was shaped by personal experience. At 21, after the loss of his father, he helped his mother navigate critical financial decisions. She turned to an advisor for guidance but received poor recommendations that eroded her savings. When she passed away at 55, nearly everything was gone. That experience instilled in him a deep commitment to providing ethical, transparent, and strategic financial planning.

“We’re proud to say we are empathetic and plainspoken with our clients. We give them sincere feedback while always putting their needs above our own.”

He began his career in 1997 as an associate financial consultant at Merrill Lynch, where he advanced to assistant vice president. In 2006, he joined Wells Fargo Advisors as a senior financial advisor and was later promoted to senior vice president of investments. In 2019, he transitioned to Raymond James, where he continued to serve clients with a comprehensive planning approach. 

Roberts earned his bachelor’s degree in finance from the University of Alaska and holds through LPL the Series 7, 63, and 65 licenses, along with life and health insurance. As an AIF®, he adheres to fiduciary best practices, helping clients navigate financial decisions with clarity and confidence.

Giving back has always been a priority for Robert. He has served as a president and coach for Little League, a coach for Pop Warner Football, and a volunteer and event coordinator for the Muscular Dystrophy Association. He also supports United Way, the Boys & Girls Clubs, the Susan G. Komen Foundation, and mental health initiatives such as Out of the Darkness and Take Off the Mask, all in loving memory of his son, Carter.

Originally from Anchorage, Robert and his wife, Kirsten, live in Fairbanks, Alaska, with their five children—Spencer, Keegan, Carter, Tyler, and Parker—and their family pets. Outside of work, he enjoys camping, biking, riding ATVs through the backcountry, and carpentry, but his favorite pastime is simply being with his family.

Keegan W. Bell, AIF®, AAMS®

Managing Partner

As Managing Partner of Bell Wealth Partners, Keegan Bell is deeply committed to helping clients make confident, well‑informed financial decisions through thoughtful planning and meaningful relationships. Known for his hands-on, highly accessible style, Keegan works closely with a select group of clients to ensure each one receives the time, care, and attention their financial life deserves.

Over the past several years, Keegan has expanded his expertise to better serve families, business owners, and high‑net‑worth clients. His work today centers on detailed, big‑picture planning—helping clients align their finances with what matters most to them now and in the future. Keegan and his team take a deep‑dive analytical approach, coordinating closely with CPAs and attorneys to address tax planning, estate planning, and complex wealth strategies.

Bell Wealth Partners leverages tools such as Holistiplan for proactive tax preparation and collaborates with the LPL Strategic Wealth team to support high‑net‑worth individuals and business owners, including those preparing to start, grow, or eventually transition their businesses.

Clients consistently praise Keegan for his availability and genuine investment in their lives. With an intentionally limited client base, he is able to provide direct access when needed. Conversations often extend beyond finances—touching on family milestones, friendships, and even dogs—because Keegan believes strong financial plans are built on trust and authentic connection.

Keegan began his career in 2017 at Fidelity Investments after earning a Bachelor of Business Administration in Economics from the University of Alaska Fairbanks. He later worked as a Financial Consultant at Wells Fargo Advisors before joining Bell Wealth Advisors and Raymond James in 2019, where he served as a Financial Advisor and Vice President. Keegan also served as Chairman of the Investment Advisory Committee for the Fairbanks Borough and holds Series 7, 9, 10, 63, and 66 registrations through LPL Financial.

Originally from Anchorage, Alaska, Keegan now works between Bell Wealth Partners’ Oregon and Alaska offices, supporting clients in both regions.

Outside of work, Keegan enjoys spending time with his wife, Carly, their daughter, Stella, and their dog, Tina. A passionate outdoors enthusiast, he loves fishing, golfing, and traveling with family whenever possible.

1. The AAMS® designation is awarded by the College for Financial Planning. According to their official website, individuals who hold the AAMS® designation have completed an accredited program and passed a comprehensive exam.

Tom Cook, AAMS®

Financial Advisor

As a Financial Advisor at Bell Wealth Partners, Tom draws on more than two decades of experience in financial planning and investment management. He works with individuals and families to help them make informed financial decisions and builds personalized strategies that reflect each client’s goals, risk tolerance, and stage of life.

Tom served 20 years in the United States Navy aboard submarines before beginning his financial services career in 2002. His planning approach includes financial and estate strategies using equities, fixed income investments, managed portfolios, 529 education savings plans, and more, adapting those plans over time as needs and markets change.

He holds a Series 65 registration through LPL Financial and is an Accredited Asset Management Specialist™ (AAMS®)¹. This designation enhances his approach by integrating key areas of planning including investments, insurance, tax, retirement, and estate, helping him align financial strategies with each client’s evolving needs.

Originally from Missouri, Tom now lives in Eagle Point, Oregon, with his wife, Marilyn. They have two children, Daniel and Lauren, and two grandchildren, Milo and Nathan. Outside the office, Tom enjoys family activities, bowling, e-biking, hiking, and traveling. He is also a member of the Rotary Club of the Upper Rogue and the Eagle Point Chamber of Commerce.

Renee Schoettle

Senior Client Associate

With more than 40 years of experience in the financial industry, Renee Schoettle brings consistency, care, and a client-first mindset to her role as Senior Client Associate at Bell Wealth Partners. She assists with account management, money movements, scheduling, and day-to-day operations—ensuring clients receive attentive, timely service with every interaction.

“I want clients to have an stress-free experience working with us,” says Renee.

Renee began her career in 1979 in banking operations and later served as an operations officer with Premier West Bank. In 2012, she joined Raymond James, where she continued supporting clients with the same warmth and professionalism she brings to Bell Wealth Partners today.

A native of Eagle Point, Oregon, Renee enjoys spending time with her husband, Keith, and their two children, Brian and Candise. Outside the office, she’s often outdoors enjoying quad riding and the natural beauty of her home state.

^{*Not registered with LPL Financial}

Margarita Duran

Margarita is a Registered Client Associate at Bell Wealth Partners. She began her financial services career in 2022 with Bell Wealth Advisors at Raymond James, where she supported both operational and marketing initiatives. With a background in business analytics, programming, and client-facing roles, she brings a well-rounded perspective to the team.

She earned a Bachelor of Science in Business Administration from the University of Oregon, with a concentration in Operations and Business Analytics and a minor in Computer Information Technology. While completing her degree, she held full-time client service roles and worked on several data and consulting projects, including engagements with city officials, nonprofits, and the University’s athletic department.

Outside the office, Margarita enjoys running, hiking, and spending time on the water. A former varsity basketball player, she remains active and continues to enjoy the game. She is a proud multicultural and multilingual professional who speaks Spanish, Mandarin, and Arabic. She also participates in Latin social dance events such as bachata in the park and salsa at local wineries, embracing her heritage and connection to community.

Kirsten Bell

Client Associate

Bio coming soon

Jamie Walker

Client Associate

Bio coming soon

Kenzie Jacobs

Client Associate

Kenzie has joined our team as a Client Associate, supporting a wide range of administrative functions. She holds a Bachelor's degree from Lipscomb University in Nashville, Tennessee, where she currently lives with her husband and two children. With over four years of experience working alongside financial advisors, Kenzie is now preparing for her Series 7 certification.

Kenzie is an LPL employee and is part of the Strategic Wealth Admin Solutions program.