Team
Meet the Team
Selecting an investment advisor is an intensely personal decision and the basis for a long term relationship. Every one of our financial advisors has deep experience in the discipline of managing money. What sets these individuals apart is their commitment to your success. But your financial advisor has to know more than money. He or she has to know you. Your goals become their goals. It's about personalized service that's all about you. And, it's about building trust and a long-term relationship.
Achieving a goal as important as your financial future takes more than just one person...it takes a team of dedicated professionals, each focusing their special skills on the many details that will drive your financial success. Your team breaks down into four roles. Let us introduce them to you.
Investment Advisors are your primary connection to us. Your advisor is your first resource for personal advice and your link to the many resources within StanCorp Investment Advisers.
Financial Analysts provide portfolio management support to the Investment Advisors as well as assist you with ongoing needs.
The Investment Research Team researches, selects and monitors all the investments we offer, assuring that each one meets our strict quantitative and qualitative selection criteria. They create the universe of investments we offer.
The Client Services Team is the glue in your portfolio. Responsible for overall account maintenance, the client services team assures that trades are executed, the paperwork is done and accurate reports are generated.
Advisors
Doug Behrmann, CEBS
Indianapolis, Indiana
Doug was with Redwood Investment Advisors for ten years prior to joining StanCorp Investment Advisers. His primary focus has been on serving private investment clients and retirement plans. Doug's background of more than 25 years has provided him with a broad perspective of the investment and pension field. Doug has earned the Certified Employee Benefit Specialists (CEBS) designation and holds the Group Benefits Associate and the Retirement Plan Associate designations. Doug holds both a bachelor's and master's degree from Indiana University Kelley School of Business. He is actively involved in his community, serving in leadership roles on various boards.
Jon Bettis, CFP®, CRPS®
Encinitas, California
Jon has been a financial advisor and consultant for more than 20 years, with experience at Bank of America and Washington Mutual. He is a Certified Financial Planner® and Certified Retirement Plans Specialist and holds a Masters degree in Taxation from National University. Jon has earned a reputation for building successful long-term client relationships. Jon is also a Major in the US Marine Corps Reserves.
Cheryl Bott, CFP®
Tampa, Florida
Cheryl Bott had been with Florida Financial Advisors, Inc. for more than 25 years before joining StanCorp Investment Advisers in 2010. After working for many years as a Registered Paraplanner, Cheryl became a CERTIFIED FINANCIAL PLANNER professional in 2007 and she is now putting her years of experience and knowledge to work as the Senior Investment Counselor in the Tampa office.
Cheryl works with individuals and families in the South East United States developing comprehensive financial plans and investment management strategies. Her goal is to help clients reach financial independence and security through objective, fee-only advice. After working with many of her clients for more than 20 years, Cheryl is considered "family" by many, a source of pride and motivation to continue to always put clients interests ahead of her own.
Kristie D. Cahill, CFP®
San Francisco, California
Kristie D. Cahill, CFP®, is a financial professional with 10 years of experience working with affluent clients to develop wealth preservation strategies. She is committed to being an advocate for her clients and helping them achieve and maintain financial independence. Kristie began her career as a Financial Advisor with Morgan Stanley in San Francisco, CA and most recently served as a Registered Client Service Associate at Morgan Stanley Smith Barney. Prior to that, she was an Associate Financial Advisor at Ameriprise Financial Services, Inc.
Kristie is a graduate of California State University Fresno where she earned a Bachelor of Arts degree. She is a Certified Financial Planner™ professional, a member of the Financial Planning Association and is pursuing her Certified Investment Management Analyst designation (CIMA).
Erin Eddins, CFP®, ChFC®
Lynnwood, Washington
Erin has more than 20 years of experience in investment and retirement planning services with an emphasis on retirement planning. Prior to joining StanCorp Investment Advisers, she was Vice President and Manager of Investment Services for Investmart where she led a team that managed more than $4 billion in client assets. Native to the Pacific Northwest, Erin graduated from Seattle University with a degree in Business Administration. She is a Chartered Financial Consultant®, a member of the Financial Planning Association (FPA) and a Certified Financial Planner®.
Michael Kappes
Lynnwood, Washington
Michael has worked in the financial services industry for more than 15 years. Prior to joining StanCorp Investment Advisers in 2005, Michael was a Financial Advisor at a boutique financial planning firm in Bellevue, Washington, where he developed financial and retirement plans for his clients. In addition to experience at TD Waterhouse and Charles Schwab, Michael was a principal of his own advisory firm. A native of the Northwest, he holds a Bachelor's degree in Business/Hospitality Administration from Washington State University and is a former Captain in the U.S. Army. Michael is a member of the Financial Planning Association and active in various outreach programs in his community.
Paul J. Messiter, CFP®, CIMA®
Ann Arbor, Michigan
Paul began his career as an auditor for a large national accounting firm. For the last 16 years he has been working with individuals to develop personal wealth management strategies. Paul worked extensively to develop and manage corporate retirement plans and individual wealth management programs, with an emphasis on portfolio and risk management. Prior to joining StanCorp Investment Advisers, he served as a Vice President for Tisch Investment Advisory Incorporated. He holds a Bachelor of Business Administration from Ohio State University and an MBA from Eastern Michigan University.
Matthew S. Moses, CFP®
Ann Arbor, Michigan
Matt Moses has been serving high net worth clients since obtaining a bachelor's degree in finance with a focus on personal financial planning. Prior to earning his Certified Financial Planner® certification he supported the advisors at Tisch Investment Advisory by preparing financial plans and rebalancing client portfolios. Working as a financial planner at Plante Moran Financial Advisors allowed Matt to build holistic personal relationships with his clients, providing advice related to their investment portfolio, estate plan, income tax situation and other personal financial needs. He enjoys maintaining regular client contact, whether in the form of an economic summary or an update on a client's portfolio. Matt is a member of the Financial Planning Association (FPA) and holds a Bachelor's of Business Administration from Western Michigan University.
Fernando L. Ortiz, CFP®
Ann Arbor, Michigan
Fernando L. Ortiz is a Senior Investment Adviser with StanCorp Investment Advisers. He began his career as a securities broker with a large national firm in 1987. In 1992, he joined TIAA-CREF as a personal financial consultant and later became a wealth management advisor to university retirement plan participants. In addition to his professional duties, from 2001 to 2004, Fernando was an adjunct professor of financial planning at Oakland University. He has been a featured speaker with the Financial Planning Association of Michigan "Speaker's Bureau," and has participated in developing test questions for the national Certified Financial Planner Exam, through the Certified Financial Board of Standards. He has also been an instructor for financial classes at Daimler-Chrysler. Fernando has the Certified Financial Planning, CFP®, designation and is a member (and past board member) of the Financial Planning Association of Michigan.
Garth Scrivner, CPA/PFS, CFP®
Albuquerque, New Mexico
Garth has almost 10 years of experience in financial services in a variety of roles. Prior to joining StanCorp Investment Advisers, he was a principal in his own advisory firm, serving individuals and families in the Albuquerque area with comprehensive financial planning and investment management. He is a Certified Financial Planner® and has his Bachelor's degree in Accounting from New Mexico State University.
David Webb, CFP®
Indianapolis, Indiana
David is an investment advisor with more than 25 years in the financial services industry, both in the banking industry and also for Merrill Lynch and Charles Schwab. In 1994 David founded his own independent investment advisory firm, Webb Financial Advisors. During his 15 years as an independent advisor, David designed portfolios, reviewed and selected investments, and helped hundreds of individuals achieve their financial goals and objectives. David received his B.S. degree from Indiana University with a double major in Finance and Business Management and is a graduate of the Officers Candidate School for the U.S. Marine Corps.
Duane Wimer, CPA
Indianapolis, Indiana
Prior to joining StanCorp Investment Advisers, Duane Wimer served the investment and financial planning needs of Redwood Investment Advisors' private clients for eight years. His 25 years of experience includes progressing from staff accountant to principal with an Indianapolis-based Certified Public Accounting Firm, known today as Somerset Financial Services. In 1994, Duane left Public Accounting to provide leadership for the Delta Tau Delta International Fraternity, headquartered in Indianapolis, eventually becoming the organization's Executive Director. He earned his B.S degree in accounting from Ball State University.
John Wyckoff, CPA/PFS, CFP®
Portland, Oregon
John has been providing personal financial planning and investment advice for almost 10 years, and his experience includes more than 30 years as a CPA. John is a Certified Financial Planner® and holds a Personal Financial Specialist designation. He has a degree in Sociology and an MBA from the University of California, Berkeley and a Master of Taxation degree from Portland State University.
Analysts
Melissa Brooks
San Francisco, California
Melissa has several years of experience working in asset management, supporting all aspects of client portfolio management and financial planning. Her educational background includes study at California State University-Sacramento and Yuba College as well as various courses to enhance her professional and technical skills.
Steve Gantt
Lynnwood, Washington
Before joining StanCorp, Steve was a Financial Planning Assistant with Ameriprise Financial, where he prepared client documents, financial plans and conducted investment research. Steve has a Bachelor's degree in Mathematics and a Bachelor's degree in Economics and is currently working on his Masters of Science Finance.
Sara Prada
Albuquerque, New Mexico
Sara supports client planning services, including preparation and maintenance of financial plans. She also assists with client portfolio management. Sara's background includes positions at Grant Thornton and the U.S. Peace Corps, where she served as a small business advisor. She passed her CFP® board exam in 2009 and holds a MBA from the University of Texas at Arlington.
Dana Underwood
Ann Arbor, Michigan
Prior to joining StanCorp Investment Advisers, Dana was the office manager with Tisch Investment Advisory Incorporated. Dana has worked in the financial services industry in various capacities for more than 10 years. She provides customer service support to clients in the Ann Arbor office as well as portfolio management support to the advisers in her office. She earned a Bachelor of Arts degree from Cleary University.
Cheryl Wooley
Indianapolis, Indiana
Cheryl has been in the financial services industry since 2003. She is responsible for the preparation of client financial plans and cash flow projections, as well as portfolio management support to the advisers in her office. She joined StanCorp Investment Advisers from Redwood Investment Advisors. Prior to that, she was an executive of Ameritech, where she served in a variety of positions in the treasury, accounting, corporate planning and finance and regulatory departments. She received her Bachelor of Science degree from Purdue University and her MBA from Butler University.
Researchers
Zaur Akhriev, Investment Analyst
Portland, Oregon
Zaur provides investment research support to select and monitor investments, specializing in small cap, mid cap and specialty funds. Prior to joining StanCorp Investment Advisers in 2007, Zaur worked as a research analyst at CTC Consulting, a wealth management company for ultra high net worth families and also for US Bank in their retirement plan business. Upon completing high school in southern Russia, Zaur moved to Portland to attend Portland State University, where he earned his Bachelor of Science degree in Finance and Information Systems Quantitative Analysis.
Kent D. Bartell, CFA®, Director, Investment Management
Ann Arbor, Michigan
Prior to joining StanCorp Investment Advisers, Kent was an Associate Portfolio Manager and a Vice President with Tisch Investment Advisory Incorporated. In addition to helping define the investment strategy of the Ann Arbor office and selecting investments for client portfolios, he devotes much of his time to the management of defined benefit pension portfolios. Kent's previous experience includes an eight-year tenure at Deloitte & Touche as Senior Manager, where he provided due diligence support for mergers and acquisitions and reviewed audits for clients with large defined benefit plans. He provided similar defined benefit expertise to small and middle market clients while working for Star Consulting Group LLC. Kent holds a Bachelor of Science and MBA from the University of Michigan.
Kim DeLacy, CFA®, Director, Investment Management
Portland, Oregon
Kim has been with StanCorp Investment Advisers since 2001 and previously served in the same capacity with our sister company, Standard Insurance Company since 1987. Her team selects and monitors investments and manages investment portfolios for individuals, The Standard's retirement plans and Standard Insurance Company. Her specialties include mutual fund research and fixed income analysis. Kim is a Chartered Financial Analyst® and holds a Bachelor of Science degree in Finance from Portland State University.
Rajiv Jain, CFA®, Senior Portfolio Manager
Portland, Oregon
Rajiv has been with StanCorp Investment Advisers since 2002. His specialty is fixed income analysis. He holds an MSEE from Purdue University and an MBA from the University of Chicago School of Business. He received his Bachelor of Science degree from the University of Minnesota, and is a Chartered Financial Analyst®.
Pat Montgomery, Bond Research Analyst and Trader
Portland, Oregon
Pat has been with StanCorp Investment Advisers since 2001, although she has over 26 years with The Standard. Pat has experience with virtually every aspect of securities operations. Her primary responsibilities include acquiring bonds for StanCorp Investment Advisers' clients. Her expansive network of broker/dealers ensures that our clients get the broadest range of choices at the best price. Pat holds a Bachelor of Science degree in Business Administration from Portland State University, is a Fellow of the Life Management Institute (FLMI), and is working towards Certified Financial Planner® designation. She is also a licensed tax consultant.
Jason Richmond, Investment Analyst
Portland, Oregon
Jason provides investment research support to select and monitor client investments. Jason joined StanCorp Investment Advisers in 2007, and previously worked at The Standard in its retirement plans and investment accounting units since 2004. Prior to joining The Standard, Jason worked for Janus Funds and Invesco Funds in accounting roles. Jason holds a bachelor's degree in accounting from the University of Illinois and an MBA from Portland State University.
Lyn White, Senior Portfolio Manager
Portland, Oregon
Lyn joined Stancorp Investment Advisers in 2008 and provides fixed income coverage. She received her Bachelor of Science degree in Business Administration from the University of Delaware in 2003 and the CFA® designation just last year. Lyn most recently served five years as an Investment Officer at Christiana Bank & Trust Company.
Don Yocham, CFA®, Director of Investment Research
Portland, Oregon
Don Yocham oversees mutual fund and individual equity research for private clients of StanCorp Investment Advisers and retirement plan clients for The Standard. Previously, Don was founder and managing director of Harness Investment Group, LLC, where he managed unleveraged and highly liquid global macro investment strategies. Don has more than 15 years of investment experience, including tenure as Senior Vice President of First Independent, a $1 billion bank in southwest Washington, where he managed over $250 million in trust and advisory assets. Don also served as Vice President at PIMCO and has authored blogs and publications on technical investment topics. Don holds a Bachelor of Science degree in finance and economics from the University of Missouri and an MBA in finance from Washington University. He serves as an adjunct faculty member for Portland State University where he teaches courses in personal finance and derivatives.
Service
Andrew Brown
Ann Arbor, Michigan
Andrew is a Senior Securities Assistant in the Ann Arbor, Michigan office, where he manages client accounts and assists clients. He graduated from Eastern Michigan University with a concentration in Finance. While attending Eastern Michigan University, Andy was the committee director of the finance club and president and team captain of the gymnastics club. Prior to working for StanCorp Investment Advisers he was a credit analyst for a community bank and a men's program director at a gymnastics club.
Wendy Christy
Portland, Oregon
Wendy is responsible for ensuring high quality and efficient client service. She creates and manages client records, executes trades and responds to client requests regarding their accounts. Most recently she worked in the Short Term Disability department of The Standard, where she processed customer claims. Wendy also has 12 years experience as a liaison between retailers and manufacturers ensuring excellent customer service and ran her own business for five years. She earned her degree from Columbia College of Business.
Rian Clark
Portland, Oregon
Rian came to StanCorp Investment Advisers with 10 years experience in the investment industry. During his career, he has worked for regional, boutique Registered Investment Advisories, most recently at Coldstream Capital Management. At StanCorp Investment Advisers, he is a Senior Securities Assistant and is primarily responsible for the back office operations of the firm, providing trading on clients' accounts, client service and support for our portfolio management systems. Rian graduated from the University of Oregon with a degree in Economics and lives in Portland with his wife and son.
Adam Dunn
Portland, Oregon
Adam joined StanCorp Investment Advisers with eight years of experience at Bank of America Securities, where he started in a support role for back-office operations and ultimately transitioned to conducting institutional trades. Adam assists advisors with their trading and client support needs and provides customer service to clients. He holds a Bachelor's degree in economics from the University of California at Santa Cruz.
Elizabeth Hartzler
Ann Arbor, Michigan
Elizabeth is primarily responsible for trading client accounts and maintains the portfolio management software and trading systems in the Ann Arbor, Michigan office. She assists with production of the quarterly newsletter and performance reports. Elizabeth was with Tisch Investment Advisory Incorporated for three years prior to joining StanCorp Investment Advisers.
Carole Nairn
Ann Arbor, Michigan
Carole, as 401(k) Administrator, works directly with third-party administrators and trustees to set up and open new retirement plans. She services and maintains those accounts and provides customer service to 401(k) participants. Prior to joining StanCorp Investment Advisers, Carole worked for Tisch Investment Advisory Incorporated and AAA Insurance of Michigan. She attended Northern Michigan University and resides in Ann Arbor with her family.
David J. White
Ann Arbor, Michigan
David provides portfolio management and trading assistance as well as client support services in the Ann Arbor, Michigan office. Prior to working in this position, he ran a grant-writing business helping area not-for-profit organizations obtain funding for their programs. David has two degrees from the University of Michigan and is currently pursuing a Certified Financial Planner® designation.
