Meet the Team
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 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...
Managing Director, San Francisco Bay Area
(408) 212- 7917
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...
Financial Advisor & Relationship Manager | Partner
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...
Financial Advisor | Partner
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...
Senior Vice President | Financial Advisor | Director of Business Development
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...
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...
Managing Director, Southwest Region
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...
Client Services Director
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...
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...
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...
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...
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...
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...
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...
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.