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.
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
(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...
Michael A. DuBoise, CFP®
Managing Director, Southwest Region
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...
David Chapman, CFP®
Managing Director, Northwest Region
david.chapman@sierrapacificwm.com
Brittany Surina, CRPC®
Financial Advisor & Relationship Manager | Partner
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...
Natalie Nelson, CAIA®, MBA
Client Relationship Manager
Natalie.Nelson@sierrapacificwm.com
Ben Sloves, CIMA®
Financial Advisor | Partner
Ben.sloves@sierrapacificwm.com
Walt Lummus, AIF®
Senior Vice President | Financial Advisor | Director of Business Development
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...
Matthew Biehl, CPA®
Director, Family Office Services/Tax Planning/Tax Preparation
Matthew serves as the Director of Family Office and Tax Services at Sierra Pacific Wealth Management. He works directly with ultra-high-net-worth families building a foundation for long-term business and personal tax mitigation.Matthew...
Lori DuBoise, CPA®
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...
Chris Bravender
Fixed Income Manager
Cristina Jones
Client Services Director
cristina.jones@sierrapacificwm.com
Shawn Baxter
Chief Compliance Officer
Marco Galvan
Director, Information Technology
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...
Tamekia Thompson
Director, Operations
Paul Keeton
Managing Director, Investments & 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...
Hilary Plumer
Chief Administrative Officer
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...
Katie Mohan
Marketing 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...
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.