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

LEADERSHIP TEAM

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Tyler Hay

Chief Executive Officer, Partner

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Michelle Watson, CFA, CAIA, CFP®

Partner and Executive Vice President,
Family Office

Jeff Eulberg, J.D., CFP®

Managing Director, Family Office, Partner

 

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David Hay
Co-Chief Investment Officer, Founder Emeritus, Partner

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Louis Gave

Partner

ADVISORS

ADVISORS

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Sean Figueroa

Managing Director, Family Office, Partner

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Jeff Otis

Senior Wealth Consultant, Partner

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Heidi Jeromanovs, CFP®

Senior Financial Planner, Regional Director, Oregon

Chris Dankworth

Managing Director, Family Office, Partner

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Mark Nicoletti

Managing Director, Family Office, Partner

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Steve Enos

Managing Director, Family Office, Partner

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Katie Vercio, CFP®, CDFA

Senior Financial Planner

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Quinn Sterling, CFP®

Wealth Consultant

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Mike Wiesmann

Wealth Consultant, Partner

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Rob Dainard, CFA

Wealth Consultant, Research Associate

Tygue Howland

Business Development

INVESTMENT & OPERATIONS

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Wyatt Hay

Chief Operating Officer, Partner

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Jeff Dicks, CFA
Co-Chief Investment Officer
Partner

Helene Fehler

Director of Client Services, Partner

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Tom Eulberg, CFP®

Operations and Client Service Specialist

Jeff Razore

Business Development Officer, Partner

Monette de la Rosa
Senior Associate

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Randy Wo-Eng

Head Trader

Gherman Howell 

Senior Analyst 

Kaeli Kaainoa

Marketing Coordinator

Aleisha Hellinger 

Marketing Assistant

Office Manager 

Christina Rondepierre
Client Service Associate

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Michael Johnston

Tech Contributor

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Vicki Fisher, CFP®

Associate

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Join Our Team

Are you interested in working as an adviser or service associate on our Private Wealth team? We are looking for dynamic, motivated professionals who would like to establish a long-term career in investment and financial advice. With offices along the West Coast, we are hiring in most of our locations for experienced individuals, eager to adapt to best serve clients in this rapidly evolving industry.

Click below to reach out and introduce yourself. We would like to connect and assess whether we are a mutual fit!