Robert Emens is a CFP® and Series 66 credentialed financial advisor with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at G.W. & Wade, Inc. and G.W. & Wade Asset Management Company, Inc. His career includes long tenure at these firms, with no additional outside activities noted. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Grant Carver is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, CliftonLarsonAllen LLP, and Sweeney Kovar LLP. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Justin Wiles is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at GW & Wade in various capacities from 2015 to 2023 and joined The Colony Group, LLC in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Eric Berquist is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at G.W. & Wade LLC and Isabel Chiu & Co., LLP. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, offering investment management, financial planning, and access to private and registered pooled vehicles. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework and incorporates quantitative analysis, stress-tested market assumptions, and specialized tools like trend-following and options overlay strategies.

Steven Keirn is a CFP® with 20 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has 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 for the ownership of a primary residence. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Sarabpreet Kaur is a CFP® at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, she worked at Liberty Tax Service and BDO USA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, employee benefit consulting, and investment management. The firm employs an enhanced open architecture approach combining active and passive strategies, private funds, and third-party managers.