A multi-generational wealth management firm that will grow alongside you for your family's lifetime.

Tyler Hay

Chief Executive Officer, Partner

Michelle Watson, CFA, CAIA

Partner and Executive Vice President, Family Office

Jeff Eulberg, J.D., CFP®

Managing Director, Family Office, Partner

David Hay

Chief Investment Officer, Partner

​

Louis Gave

Partner

Sean Figueroa

Managing Director, Family Office, Partner

Jeff Otis

Senior Wealth Consultant, Partner

Heidi Jeromanovs, CFP®

Senior Financial Planner, Regional Director, Oregon

Steve Enos

Managing Director, Family Office, Partner

​

Mark Nicoletti

Managing Director, Family Office, Partner

Chris Dankworth

Managing Director, Family Office, Partner

Katie Vercio, CFP®, CDFA

Senior Financial Planner

Quinn Sterling, CFP®

Wealth Consultant

Mike Wiesmann

Wealth Consultant, Partner

Rob Dainard, CFA

Wealth Consultant, Research Associate

Wyatt Hay

Chief Operating Officer, Partner

Jeff Dicks, CFA

Director of Portfolios,

Partner

Helene Fehler

Director of Client Services, Partner

Tom Eulberg, CFP®

Operations and Client Service Specialist

Alicia Denton, CFP®

Associate

Jeff Razore

Business Development Officer, Partner

Randy Wo-Eng

Head Trader

Gherman Howell 

Senior Analyst 

Kaeli Kaainoa

Marketing Coordinator

Aleisha Hellinger 

Marketing Assistant

Office Manager 

Vicki Fisher, CFP®

Associate

​

Michael Johnston

Tech Contributor