Listen. Advise. Review. Repeat.
This may sound like an Opportunity Knocks facilitator’s opening remarks, but in fact it is not–it is the advice of another organization in Central Oregon that focuses on growth and financial acceleration of the local business community: Miller Ferrari Wealth Management.
With a goal to help those in the community feel more confident as it applies to their financial future and the future of their business, Miller Ferrari uses their resources to help business owners and community members, striving to give back to Central Oregon by contributing to wealth and business sustainability. They do this by staying in touch with their clients, getting to know them and their families, and advising on how to maneuver the ever-evolving financial wealth management world. They consider themselves “not your average wealth management firm” but a team of experienced, local advisors that knows the options, opinions, and marketplace that can be overwhelming to those not versed in wealth management.
Local representation, a local team, and a locally-grown firm is at the core of this organization, and why they partner with organizations like Opportunity Knocks. “We know how important support is when growing a business. We established our business in Central Oregon, grew it in Central Oregon, and we’re happy to now provide support to growing organizations,” says Tyler Swanson, CFP® at Miller Ferrari Wealth Management.
It’s because of their personal experience and knowledge of establishing and maintaining a business in Central Oregon that Miller Ferrari has been able to call Bend their home for 12 years. They also attribute their success to their continued desire to immerse themselves in the local business community and offer help to emerging entrepreneurs and businesses where possible. This is where their partnership with Opportunity Knocks, a Central Oregon peer mentorship program for leaders and business owners, comes in.
“Opportunity Knocks is an incredible organization for the business community in Central Oregon. They’re in the trenches with businesses every day, teaching and sharing ideas to foster growth and success,” Swanson noted when asked why they chose this partnership. “And, as those of us who live here know, there are so many resources at our footsteps to pull from; Opportunity Knocks is a place for that sort of collaboration.” Swanson continued, “We [as Central Oregonians] have an intelligent community of leaders and business owners that are focused on the future.”
With the goal of helping others, accelerating Central Oregon’s business potential and building relationships, it is no wonder the partnership between Opportunity Knocks and Miller Ferrari exists. As part of a tight-knit community with a “give back” nature that allows professionals to share ideas and help others achieve similar goals, both Opportunity Knocks and Miller Ferrari get to know their clients and members in an effort to inspire, support, challenge and motivate them to meet their goals, both professionally and financially.