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Team

Our Team

Eric Patterson

CHIEF INVESTMENT OFFICER

Andre Huaman

MANAGING PARTNER

Jenny Forrest

DIRECTOR OF PRIVATE CLIENT SERVICES

Will Martin, CFA

CHIEF INVESTMENT STRATEGIST

Jeff Larsen

DIRECTOR OF RETIREMENT PLAN SERVICES

Liz Boaz

CLIENT SERVICE ASSOCIATE

Marley Dickson

OPERATIONS MANAGER

Josh Scheibley

RETIREMENT PLAN CONSULTANT

Miki Sakata

SENIOR RETIREMENT PLAN CONSULTANT

Chris Fisher

RETIREMENT PLAN ASSOCIATE

Sunkul Soni

SENIOR WEALTH MANAGER

Logan Wiebusch

RETIREMENT CLIENT SERVICES ASSOCIATE

Zach Kerr

SENIOR WEALTH MANAGER

Dean Somes

SENIOR WEALTH MANAGER

Katelyn Grubb

OPERATIONS COORDINATOR

Steve Stroud

SENIOR WEALTH MANAGER