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About Hooper Wealth Management Group

Our Staff

Experienced Wealth Management from a Team You Can Trust

When it comes to managing your finances and planning your retirement, don’t trust just anybody. At Hooper Wealth Management Group in Roseburg, OR, our team is committed to meeting your needs so you can be as prepared as possible for your future. No matter your retirement goals, we will do everything we can to help you get there. From IRAs to 401Ks, estate planning, life insurance and more, our team creates customized financial solutions and strategies that fit your unique needs. We are straightforward and honest with our clients and work to gain your confidence and trust.

Joel Hooper

PRESIDENT & FOUNDER

Joel Hooper is the president and founder of Hooper Wealth Management Group, and has worked extensively in the field of financial management since 1988. Joel developed and ran the first bank investment program for South Umpqua State Bank in Douglas County, now known as Umpqua Bank. He holds securities registrations FINRA Series 24 Registered Principal and Branch Manager, Series 7, and a Series 63. He has certification from Life Underwriters Training Council in Personal Estate and Financial Planning as well as health, life, and annuity licenses with the State of Oregon. Joel received his Associates of Science Degree from Pierce Junior College in Los Angeles, CA.

Joel and his wife Theresa have been married since 1978 and have raised three wonderful ladies, Kati, Mary, and Natalie. Joel is very proud of the fact that all his children have college degrees and have successful careers. Joel’s hobbies include golf, water sports, fishing, hunting, and gardening, and of course spending time with his grandsons, Rylan and Frederick.

Email: joel.hooper@hooperwealth.com

Mark Dwight

FINANCIAL ADVISOR

Mark Dwight is a native of Roseburg, Oregon. His professional credentials include his series 7, 63, and 65 registrations as well as life, health, and annuities licenses for the State of Oregon. Prior to joining Hooper Wealth Management Group in 2009, Mark had his own practice with Financial Network. Mark has over 17 years of health insurance and investment experience. He specializes in developing and implementing group and individual benefit/retirement plans. Mark’s role as wealth advisor is to provide the insurance and financial planning tools needed for our clients to be prosperous and successful.

Mark has been married to his wife, Linda, since 1977. They have two children, Shari and Graham, who are both married with successful careers of their own. Mark and Linda are members of Redeemer’s Fellowship. Mark donates a considerable amount of time back to the community as Board Chairman of the Bikers for Christ Motorcycle Ministry, as well as volunteering his time for the Salvation Army. When Mark is not riding his motorcycle or fishing, he is spending time with his family, friends, his Labrador retriever and his grandsons, Cyril, Harris, Otto, and Dylan.

Email: mark.dwight@hooperwealth.com

Theresa Hooper

OFFICE MANAGER

Theresa was born in Bellflower, California and has been a resident of Oregon since 1978. She is the office manager of Hooper Wealth Management Group, and has worked in several capacities since the inception of the business in 1998. She holds life and health insurance licenses with the State of Oregon. Her previous experience ranges from legal assistant to insurance agent. Theresa brings a wealth of knowledge to our team in business operations and marketing.

Theresa and Joel have been married since November 1978 and have three daughters, Kati, Mary and Natalie, and two grandsons, Rylan and Frederick. Theresa enjoys being active and spending time with family and friends. Some of her hobbies include water sports, fishing, golf, working out, cooking and gardening.

Email: theresa.hooper@hooperwealth.com

Rose Evans

DIRECTOR OF FIRST IMPRESSIONS

Rose joined Hooper Wealth Management Group in January 2000. She really enjoys the personal contact she has with the clients. Over the years she has established a good rapport with clients and has what it takes to help them with their service needs, which keep things busy and exciting for her.

Rose grew up in Torrance, CA, and moved to Oregon in 1981. She has been married to her husband, Brian, since August 1991 and they have a daughter, Alexa. When not at work, she enjoys reading, working out and camping.

 

 

 

Rebecca (Becky) Kennerly

ADMINISTRATIVE ASSISTANT

Becky is our newest addition to Hooper Wealth Management Group. Her background was primarily administrative support for the Winston School District since August 2008.

Becky has two grown children, Blake and Brooke, and a grandson, Layne. She enjoys traveling, cooking, spending time with family & friends, and she is an avid “gym rat” – working out is a passion and a way of life for her. Becky is also the owner of our new “Office Dog,” Polly Pockets.

Polly Pockets, Office Dog

OFFICE MANAGER

Polly is also a new addition to Hooper Wealth Management Group. (She was a package deal, when Becky joined our team). Polly is a 4.5lb Shitzu and a Registered Therapy Dog (you can follow her on IG at polly_pocket2018). She is super friendly and loves belly rubs. She is a pure joy to have in our office.

Our team looks forward to working with you and to meeting your financial planning needs!

Contact us today for more information or to schedule an appointment!

CALL: 541-440-6868

Hooper Wealth Management Group
2192 NE Stephens St
Roseburg, OR 97470

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Monday – Friday
8:00 AM – 5:00 PM

Call Us
541-440-6868

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541-440-6888

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info@hooperwealth.com

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Joel Hooper

Mark Dwight

Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC

Hooper Wealth Management and IFG are unaffiliated entities. Copyright 2018. All Rights Reserved.

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