At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Ryan R. Hyslop, CFP®

Managing Partner

(775) 243-2264

(858) 529-7162

Ryan.hyslop@sierrapacificwm.com

Ryan currently serves as Managing Partner and team lead at Sierra Pacific Wealth Management. Previously Ryan served as Senior Vice President, Senior Portfolio Manager and team lead of the Sierra Pacific Group at Morgan Stanley. Ryan...

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Brittany Surina, CRPC®

Financial Advisor & Relationship Manager | Partner

(775) 243-2266

Brittany.surina@sierrapacificwm.com

Brittany has been working in the financial services industry since 2007, assisting high net worth families, individuals and business owners in the development and implementation of customized financial plans. She joined Morgan Stanley...

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Ben Sloves

Financial Advisor | Partner

(775) 243-2265

Ben.sloves@sierrapacificwm.com

Ben graduated from the University of Nevada, Reno with a B.S. in Finance and Economics. Prior to graduation, Ben performed as a touring musician and worked as a sales manager for a high-end music store. After his departure from music...

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Matthew P. Herrick, CFA®, Esq.

Managing Director, San Francisco Bay Area

(408) 212- 7917

Matthew.herrick@sierrapacificwm.com

Matthew Herrick joins Prospera Financial and Sierra Pacific Wealth Management after a nine-year career at Morgan Stanley where he was Senior Vice President, Senior Portfolio Management Director, and team leader of The Silicon Valley...

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Walt Lummus

Senior Vice President | Financial Advisor | Director of Business Development

(775) 243-2267

walt.lummus@sierrapacificwm.com

Walt has provided financial advisors and clients with comprehensive wealth management solutions since his first days in the financial services industry in 1997. He spent the last 20 years in various management positions with Morgan...

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Michael A. DuBoise, CFP®

Managing Director, Southwest Region

(505) 910-4903

Mike.duboise@sierrapacificwm.com

Michael currently serves as the Managing Director of the Southwest Region at Sierra Pacific Wealth Management. Previously Michael served for 17 years as Senior Vice President and Senior Portfolio Manager at Morgan Stanley in...

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Lori DuBoise

Relationship Manager

lori.duboise@sierrapacificwm.com

Lori currently serves as Relationship Manager at Sierra Pacific Wealth Management. Lori has over 31 years of experience as a CPA. Previous positions include Management Consultant at KPMG in Manama, Bahrain and Financial Controller at...
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Cristina Jones

Client Services Director

cristina.jones@sierrapacificwm.com

Cristina’s primary role at Sierra Pacific Wealth Management is to provide administrative support and client account servicing to the SPWM team. Cristina is based out of the Solana Beach, CA office but works with team clients...
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Wes Shindler

Compliance Officer

Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices by tracking relevant laws and regulations, reviewing our policies and procedures, and most importantly, helping to...

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Marco Galvan

Technology Manager

Marco oversees our firm's technology systems and support services. His previous roles include serving in non-profit program management and call center operations, spanning over 12 years. Marco graduated from Austin College with a BA in...

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Caryn Borden

Operations and Service Manager

Caryn's responsibilities include overseeing the day to day aspects of our firm's operations and managing customer service delivery by reviewing account transactions to ensure high quality service standards for all clients at Sierra...

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Paul Keeton

Vice President - Advisory Solutions

Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards...

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Hilary Plumer

Director of Practice Management

Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In...

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Katie Mohan

Marketing Account Manager

Katie works to provide marketing support to our team, including social media help, print and design support, project management and event design. Additionally, she serves as a liaison and expert on available third-party marketing...

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Patsy Turrentine

Fixed Income

Patsy currently serves as Fixed Income Associate on the bond trading desk. She draws on more than 40 years of financial industry experience in providing clients with product knowledge, portfolio analysis and trade executions. Patsy...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.