OK 4: Owners and Leaders in Small to Medium Businesses
Team 4 members are owners and key employees in small to medium sized businesses.
Josh Bostock has 16 years in banking with a passion for helping small businesses grow and succeed. He currently works as a Business Specialist with US Bank helping educate and advise companies on their financial needs as well as connecting them to the extensive resources within the Central Oregon community.
Bill has been with Net Worth Strategies since 2000 and became CEO in January 2018. He is responsible for all business development activities as well as product management for StockOpter.com. His focus is to provide the industry's best equity compensation risk analysis and tax planning programs for financial advisors and their clients. Bill earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California. Previous to coming to NWSI he spent over 25 years working in the technology and financial services industries.
Greg is the President of G Pollack Financial. Greg strongly believes that what we get out of life is in direct proportion to what we put into it. He also believes that life is too short to avoid enjoying it now. This is why he moved to Bend in the first place, and this is the same approach he tries to utilize with all of his clients. Life is too short to waste. Plan well now, so you can actually enjoy what life has to offer. Greg lives in Bend, Oregon with his wife Shannon, their son Josh, and their rescue dog Spencer.
I am the sole owner/member of both Allen Design Studio and Allen Contracting. I am fortunate to work in a field that I am very passionate about and enjoy envisioning the future of housing and communities. I love to learn, collaborate, read books daily and thrive getting my hands in the dirt of my garden and watching it grow.