Aimee Butler is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. She previously worked at Merriman Wealth Management, LLC for seven years and held roles with Waddell & Reed, Inc. and various insurance carriers. Outside of her financial advisory work, Butler is an independent consultant for Rodan and Fields, a direct-selling hair and skin care company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies and offering a range of specialized products and services.

Patrick Czerwinski is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Merriman Wealth, Key Investment Services, and KeyBank. 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 emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, private funds, mutual funds, and ETFs.

Elizabeth Gustafson is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman and Roehl & Yi Investment Advisors, LLC. Gustafson has also been involved with the Boys and Girls Clubs of Emerald Valley. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad platform that includes investment management, financial counseling, family office services, and access to affiliated service companies offering insurance, lending, and real estate investment solutions.

Moorea Monaco is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC and Carter & Carter Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Sarah Kordon is a CFP® and holds a Series 66 designation with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management and Valic Financial Advisors. 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’s long-term investment approach emphasizes tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies along with various specialized investment programs.