Eugene, OR Office

Aimee Butler is a CFP® with 23 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Merriman Wealth Management, LLC and Waddell & Reed, Inc. Outside of her advisory career, she is an independent consultant for Rodan and Fields, a direct sales company specializing in hair and skin care products. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with innovative tools such as trend-following and options overlay strategies.

Patrick Czerwinski is a financial advisor at Focus Partners Wealth, LLC in Eugene, OR, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merriman Wealth, Key Investment Services, and KeyBank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Elizabeth Gustafson is a Series 65-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. She previously worked at Merriman and Roehl & Yi Investment Advisors, LLC. Prior to her financial advisory career, she was involved with the Boys and Girls Clubs of Emerald Valley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Moorea Monaco is a CFP® and Series 65 licensed advisor at Focus Partners Wealth, LLC with seven years of industry experience. She previously worked at Merriman Wealth Management, LLC and Carter & Carter Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies through an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Sarah Kordon is a CFP® and holds a Series 66 designation with 23 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, Valic Financial Advisors, First Allied Securities, Inc., The Commerce Company, and 1st Global Advisors Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients offering wealth management, financial and tax planning, retirement consulting, and access to private and registered pooled investment vehicles. 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.