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, CFP®

Partner and Executive Vice President, Family Office

Jeff Eulberg, J.D., CFP®

Managing Director, Family Office, Partner

David Hay

Chief Investment Officer, Partner

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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

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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

Tygue Howland

Business Development

Wyatt Hay

Chief Operating Officer, Partner

Jeff Dicks, CFA

Managing Director-Investments

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

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Michael Johnston

Tech Contributor