Our Financial Team | Financial Advisors Serving Medford and Fairbanks

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 trusted financial guidance they rely on. With more than 25 years in the industry and as an...

Keegan W. Bell AIF®, AAMS®

Managing Partner

541-897-8317

541-973-2993

keegan@bellwp.com

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...

Tom Cook, AAMS®

Financial Advisor

541-897-8041

tom@bellwp.com

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...

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,...

Margarita Duran

LPL Registered Client Associate

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...

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...