We are

Your investment & retirement planning advocates

One Service Model Does Not Fit All

A client-centered approach to financial advice means tailoring our services and recommendations to your financial needs and objectives. It also means that we don't turn someone away simply because the best solution for their needs doesn't fit within a specific model of financial advice.

That's why we're fee-based, but not a fee-only, financial planning firm.

James Menezes

Vice President, Senior Wealth Manager

James Menezes, Vice President, PBC Insurance

Senior Wealth Manager | Cetera Advisor Networks LLC

Experienced advisor and NAIFA member

With over thirty years of experience in the financial services and insurance industries, Jim focuses on employer sponsored retirement plans, client investment advisory services, and employer-sponsored benefit packages. Jim’s primary financial strategy is to focus on long-term total return in lieu of short-term performance, augmented by a staunch attentiveness to minimizing downside risk. He maintains his Series 6, 63, and 65 securities registrations, and his variable Life/Health license.

Jim is a shareholder and founding member of Pacific Benefit Consultants, and served as their president from 2005 to 2012. He received his degree in Business Administration from Oregon State University (1982). Jim is also an active member of the National Association of Insurance & Financial Advisors, and a local school board member.

CA License # 0D08054

Steve Mims

Registered Representative

Steve Mims

Registered Representative | Cetera Advisor Networks LLC

Guiding you through solutions to protect your long-term plans

Steve joined PBC in 2022 after spending two years at New York Life Insurance Co. He maintains his Oregon variable Life/Health insurance license, enabling him to best serve client in evaluating best-fit solutions to their life insurance and Long-Term Care needs. Steve also maintains his Series 6 and 63 securities registrations to assist clients with investment and retirement account guidance. Steve is a native Oregonian who graduated from the University of Oregon in 1994 with a BA in Sociology. He has lived in Eugene since 1999 and spent 25 years as a newspaper reporter.

CA Insurance License #4213192

Phillip Smith, CRPC®, AIF®

Financial Planner

Phillip Smith, CRPC®, AIF®

Financial Planner | Cetera Advisor Networks LLC

Helping Oregonians invest in their retirement

Phillip has been a part of PBC’s team since 2015. As a Chartered Retirement Plan Counselor® (CRPC) and Accredited Investment Fiduciary® (AIF) designee, his business model focuses on comprehensive financial wellness: helping individual clients navigate potential financial pitfalls, working one-on-one to identify short- and long-term goals, and assisting with the development of financial plans distinctly tailored to a client’s unique situation. Like Jim, Phillip emphasizes downside risk management over maximized returns. He maintains his Series 7 and 66 securities registrations, and his Oregon variable Life/Health license.

Phillip is a native Oregonian, and military veteran, having served as an avionics technician with the world famous VMA-214 Black Sheep. The US Marine Corps instilled the virtues of discipline, integrity and resilience and these are the character traits that drive Phillip’s work ethic today. During his enlistment, he cultivated a passion for leading through service and education, excelling in every role, from technician to technical instructor, and was meritoriously promoted three times. Post-enlistment, Phillip attended University of Oregon, graduating Magna Cum Laude with a BA in English (Writing/Public Speaking/Critical Reasoning minor).

Daphne Brown

Investment Assistant

daphne.brown@ceterawealth.com

Christina Slavkovsky

Administrative Assistant

christina.slavkovsky@ceterawealth.com

Heather Van Buskirk

Investment Assistant

heather.vanbuskirk@ceterawealth.com