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Team

Our Team

Eric Patterson

CHIEF INVESTMENT OFFICER

Andre Huaman

MANAGING PARTNER

Jenny Forrest

DIRECTOR OF PRIVATE CLIENT SERVICES

Jeff Larsen

DIRECTOR OF RETIREMENT PLAN SERVICES

Will Martin, CFA

CHIEF INVESTMENT STRATEGIST

Liz Boaz

CLIENT SERVICE ASSOCIATE

Marley Agatha

OPERATIONS ASSOCIATE

Josh Scheibley

RETIREMENT PLAN CONSULTANT

Miki Sakata

SENIOR RETIREMENT PLAN CONSULTANT

Chris Fisher

RETIREMENT PLAN ASSOCIATE

Sunkul Soni

SENIOR ADVISOR

Logan Wiebusch

RETIREMENT CLIENT SERVICES ASSOCIATE