340 Oswego Pointe Drive, Ste. 204
Lake Oswego, OR 97034
503-697-0817

Ready to Get Acquainted? We’re Ready to Listen.

Todd Caudle, Managing Partner

When you meet Todd Caudle, one of the first things you'll notice is he gets to the point quickly with a working style that is high energy, focused and direct. It's a quality he developed while growing up in the logging industry in Prineville, Ore. He says, "My goal is to cut through the confusion, zero-in on the issues and rapidly progress to a solution."

In fact, Todd founded Medical Professionals Financial Group in 2005 for exactly those reasons. He identified an industry issue and knew he could build a better mousetrap. In his former position as a financial services manager overseeing Prudential's Medford, Salem and Lake Oswego offices, Todd noticed it was difficult for medical and dental professionals to receive the highly specialized advice and products they need from mainstream financial firms and generalist advisors. Todd built his company with the vision of bringing the medical/dental segment a better option — easy, industry-customized solutions backed by old-fashioned, boutique-style service and leading expertise.

It turns out that Todd's vision was spot-on. His practice has quickly grown and the word is out that Medical Professionals is the go-to financial firm for Oregon dentists and doctors. "There's nothing more satisfying than introducing new clients to solutions they've never been shown before," Todd says.

Todd is a registered securities principal of Independent Financial Group, LLC, and an investment advisor representative offering services through Rx Investment Solutions, LLC, a registered investment advisor. When he's not working, Todd enjoys relaxing with friends and family, exploring the outdoors and sipping Oregon's famous pinot noirs.

Tami Stover, Operations Manager

Money management was an obvious career choice for Tami Stover. As a child, she was always the Monopoly banker. Today, at Medical Professional Financial Group, Tami is still in charge — acting as the go-to person for all daily business operations, including investment research, trading, withdrawals and paperwork. She's also the first point of contact for the firm's clients, who will tell you she is positive, efficient and proficient. Tami says, "I enjoy looking out for clients, thinking ahead and making sure things are done right."

Tami's professional career began at Wells Fargo Bank in 1995, where she developed a solid background in IRA operations. She then worked with A.G. Edwards and WM Financial Services before joining Medical Professionals Financial Group in 2006. "I really enjoy the boutique, client-centered environment we've developed here," she says.

Tami earned a Bachelor of Science in finance from California State University in 1997 and a master's degree in business administration from Oregon State in 2000. She currently holds a General Securities license and an Oregon insurance license. Tami is active in her local Big Brothers Big Sisters organization and her dragon boat team, "Paddles of Fury."

Robert B. Prall, ChFC, Managing Partner

Rob is a Managing Partner of Rx Investment Solutions. He advises individuals, businesses, pension and profit sharing plans and trusts. His scope of expertise includes asset management, retirement plans, life insurance contracts, buy/sell agreements, deferred compensation arrangements and comprehensive financial planning.

Prior to forming Rx Investment Solutions, Rob was President of Meridian Financial Group, Inc., an independent registered investment advisory firm, from 1999 to 2008. Prior to forming Meridian Financial Group, Rob was a Registered Representative of Equico Securities an agent for Equitable Life Assurance Society. Rob graduated from Portland State University with a bachelor’s degree in Finance Law and Accounting. He is a Chartered Financial Consultant, a Registered Securities Principal of Independent Financial Group, LLC, and an Investment Advisor Representative offering services through Rx Investment Solutions, LLC, a Registered Investment Advisor.

Jennifer Mulder, Investment Advisor

As an investment advisor, Jennifer works with individuals and businesses to provide advanced solutions in the areas of investment strategies, asset management, retirement planning and estate planning, including disability and life insurance.

Prior to joining Medical Professionals, Jennifer spent 14 years working for the Principal Financial Group.  She started in a staff position and within 6 months, moved into management. In 2003, she followed her passion and began building her own practice.

In a quest to enhance her offering and service clients at an even higher level, Jennifer moved to the boutique environment of Medical Professionals in 2010. She says, "This career can take you in a number of different directions. I feel my primary responsibility is to take exceptional care of my clients, making sure to provide the best possible solutions."

Jennifer grew up in the Portland area and attended college at the University of Nevada Las Vegas. She enjoys her role as an advisor as it affords her a positive balance between work and family. She holds securities licenses 6 & 63 in addition to life and health licenses.

Serving medical and dental professionals in Lake Oswego and the Portland Oregon metro area
personal investment solutions — asset protection strategies — individual retirement plans
alternative investments — 1031 exchange — estate planning — personal insurance strategies
medical office retirement plans — executive benefits buy/sell plans — succession planning
practice transfer — deferred compensation plans

 
Copyright 2012 Medical Professionals Financial Group. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Additional advisory services offered through Rx Investments, a registered investment advisor. IFG is not affiliated with MPFG or Rx.