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

Partner and Executive Vice President, Family Office

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Jeff Eulberg, J.D., CFP®

Managing Director, Family Office, Partner

 

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David Hay

Chief Investment Officer, Partner

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Louis Gave

Partner

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

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Steve Enos

Managing Director, Family Office, Partner

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Mark Nicoletti

Managing Director, Family Office, Partner

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Chris Dankworth

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

INVESTMENT & OPERATIONS

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Wyatt Hay

Chief Operating Officer, Partner

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Jeff Dicks, CFA

Director of Portfolios,

Partner

Helene Fehler

Director of Client Services, Partner

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Tom Eulberg, CFP®

Operations and Client Service Specialist

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Alicia Denton, CFP®

Associate

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Jeff Razore

Business Development Officer, Partner

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Randy Wo-Eng

Head Trader

Aleisha Hellinger 

Marketing Assistant

Office Manager 

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Vicki Fisher, CFP®

Associate

Michael Johnston

Tech Contributor

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES