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Phone: (541) 842-4405
[email protected]
835 Alder Creek Dr Ste B, Medford, OR 97504

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Team

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial- services world.

Discover and experience the power of our services and the far-reaching benefits we believe it has for you, our client. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, to keep you on track toward a meaningful and purpose-driven financial future.

You are invited to check out our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

 

Mark Eisenstein

Wealth Advisor, Financial Consultant

(541) 842-4405

Mark Eisenstein was born and raised in the Rogue Valley in Southern Oregon. He earned a Bachelor’s degree in Business from Northwest Christian College. In 1994, he became an Investment Advisor Representative. He has spent the last 20...

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Melodie Bailey

Director of Client Relations

541-842-4405

541-773-3054

Melodie Bailey spent more than 15 years in banking and customer service before joining Eisenstein Financial in 2008. Personable and meticulous, she takes care of new and existing clients by transferring funds, preparing paperwork,...

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Heidi Tucker

Director of Operations

541-842-4405

541-773-3054

Heidi Tucker has focused her career expertise in Human Services and Customer Relations for over 20 years, which has included banking, administration and office management. She keeps us well organized and running efficiently by managing...

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