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Matthew P
CFP®
St. Louis, MO
Focus Partners Wealth, LLC
Matthew Pranschke is a CFP® professional with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior work history at The Colony Group, LLC, Buckingham Strategic Wealth, and Benefit Plans Plus. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and integrates active and passive strategies within an enhanced open architecture framework.
Michael F
Series 63, Series 65
Irvine, CA
Focus Partners Wealth, LLC
Michael Friedman is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including a long tenure at Churchill Management Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of specialized services such as fiduciary consulting, tax compliance, and family office support.
Lawrence B
CFP®, Series 63, Series 65
Chicago, IL
Focus Partners Wealth, LLC
Lawrence Brottman is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Connectus Wealth, and Mid-Continent Capital. Focus Partners Wealth, LLC serves a diverse client base including individuals, family offices, corporations, and retirement plans, offering a range of services from investment management to financial counseling and tax management. The firm employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture, integrating multiple asset classes and strategies while leveraging an extensive network of affiliated service companies and product relationships.
Michelle G
CFP®
Seattle, WA
Focus Partners Wealth, LLC
Michelle Gruber is a CFP® professional with seven years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC and JNBA Financial Advisors Inc. Gruber serves as Program Director for the Financial Planning Association’s Puget Sound Chapter, providing educational and networking opportunities for financial planning professionals. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing fundamental and quantitative analysis, offering a range of investment and wealth management services through an extensive network of affiliated service companies and product relationships.
Peter G
Series 65
Needham, MA
Focus Partners Wealth, LLC
Peter Garrigan is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at GW & Wade, LLC and RBC Wealth Management, among other roles. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutional investors, providing a range of wealth management, fiduciary, and financial counseling services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both discretionary and nondiscretionary advice across managed and held-away assets.
Jennifer S
CFP®, Series 65
Boston, MA
Focus Partners Wealth, LLC
Jennifer Stevens is a CFP® professional with five years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management, retirement plan, tax, and business services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party managers, supported by an extensive network of affiliated service companies and product relationships.
Steven K
CFP®, Series 66
Palo Alto, CA
Focus Partners Wealth, LLC
Steven Keirn is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and G.W. & Wade Asset Management Company, Inc. Keirn is also a manager of Orzo Newport LLC, an entity established solely to own a primary residence. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.
Alexander B
Series 65
Boston, MA
Focus Partners Wealth, LLC
Alexander Bodio is a Series 65-licensed advisor with Focus Partners Wealth, LLC in Boston, MA. He has been with Focus Partners since 2022 and previously worked at Sacred Heart University and Thayer Academy. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate and retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a comprehensive platform with affiliated service companies and diverse product relationships.
Jennifer W
CFP®, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Jennifer Wiechel is a CFP® professional with 15 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.
Christine C
CFP®
New York, NY
Focus Partners Wealth, LLC
Christine Crigler is a CFP® professional with four years of industry experience, currently with Focus Partners Wealth, LLC in New York, NY. Prior to this, she held roles at The Colony Group, Summit Place Financial Advisors, Mariner Wealth Advisors, and VLV Associates. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing a range of services from investment management to financial counseling and tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach based on enhanced open architecture and integrates a broad network of affiliated service companies and product relationships.
Frederick M
CFP®, CFA®
St. Louis, MO
Focus Partners Wealth, LLC
Frederick Macdonald is a CFP® and CFA® with 26 years of industry experience, currently serving at Focus Partners Wealth, LLC after joining The Colony Group, LLC in 2012. He is based in St. Louis, MO. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a comprehensive suite of services such as investment management, financial counseling, family office solutions, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a diversified range of public and alternative investment options.
Lauren L
CFP®, Series 65
Boston, MA
Focus Partners Wealth, LLC
Lauren Ledger is a CFP® with nine years of industry experience, currently with Focus Partners Wealth, LLC. She previously worked at The Colony Group, LLC and Cooper Lapman Financial, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and offers a broad range of wealth management and advisory services.
Alex N
CFA®, Series 65
Scottsdale, AZ
Focus Partners Wealth, LLC
Alex Nielsen is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Sonora Investment Management Group and The Wolff Company. Nielsen also served in the U.S. Navy. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis, and it offers a wide range of wealth management and advisory services.
Rege E
CFA®, Series 63, Series 65
Nashville, TN
Focus Partners Wealth, LLC
Rege Eisaman is a CFA® charterholder with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.
William A
Series 66
Livingston, NJ
Focus Partners Wealth, LLC
William Aaron is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merrill Lynch and Bank of America. Focus Partners Wealth serves a diverse clientele, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, providing a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, offering portfolios with public equities, fixed income, alternative investments, and options-based strategies.
Matthew S
Series 65
Needham, MA
Focus Partners Wealth, LLC
Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has experience at Amazon and McKinstry, as well as service in the U.S. Marine Corps. Sivright has been with Focus Partners Wealth since 2026. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clientele, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates services across managed and held-away assets.
Eric O
CFP®
Deerfield, IL
Focus Partners Wealth, LLC
Eric O’Brien is a CFP® professional affiliated with Focus Partners Wealth, LLC, with two years of industry experience. His background includes roles at Kovitz Investment Group Partners, Strategic Wealth Partners, BMO Harris Bank, Fifth Third Bank, and MB Financial Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, and institutions. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a variety of portfolio management and fiduciary services.
Susan H
Series 66, Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Susan Hanlon is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Focus Partners Wealth in 2024, she spent 11 years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a range of investment strategies and integrated advisory services.
Scott R
CFP®, Series 65
Atlanta, GA
Focus Partners Wealth, LLC
Scott Rutherford is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously spent ten years at Gratus Capital LLC. In addition to his advisory work, he manages Rutherford Consulting Group, LLC, which provides tax services to individuals and corporate clients. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide network of affiliated service companies and product relationships.
Ehidiame E
CFP®, Series 65
Chicago, IL
Focus Partners Wealth, LLC
Ehidiame Eichie is a CFP® professional with four years of industry experience, currently affiliated with NorthCoast Asset Management LLC. He has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Mariner Wealth Advisors, Savant Wealth Management, and Envision Wealth Planning. His background also includes roles in education at the University of Colorado and Rock Canyon High School. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies through separately managed accounts.
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