Tigard, OR SW Pfaffle Street Office

Lauren Reed is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. She previously worked at The Partners Group and Geneos Wealth Management. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines discretionary, customized portfolios with robust tax and accounting integration and offers specialized family office and employer financial wellness solutions.

Joel Romero is a CFP® professional with 18 years of industry experience. He is currently with Mariner and has previously worked at Fisher Retirement Solutions LLC, Fisher Investments, and Gwfs Equities, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside specialized financial wellness and family office offerings.

Paul Beard is a CFP®-certified financial advisor with five years of industry experience, currently associated with Mariner Wealth Advisors. His prior roles include positions at Cetera Advisors and Cascadia Wealth Management. Beard is also linked to MSEC, LLC. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, and institutional clients, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on tax and accounting integration uncommon in large advisory enterprises.

Douglas Perry is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisors and Cascadia Wealth Management. Perry also sells life, disability, annuities, and long-term care insurance as an insurance agent. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios overseen by an Investment Committee and offers integrated tax services, Core Family Office solutions, and employer financial-wellness tools.

Peyton Wood is a financial advisor at Mariner with a Series 65 designation and less than one year of industry experience. Prior to joining Mariner, Wood held various roles at George Fox University and Aldrich Wealth, among other positions. Outside of advising, Wood has been involved with Trampoline Zone since 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal and third-party research and offers integrated tax, accounting, and CFO services alongside traditional portfolio management.

William Leder Jr. is a CFP® with 22 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services and Trusted Advisors, along with maintaining a self-employed practice since 2003. Outside of advisory work, he is a co-owner of an ice cream shop in Canby, Oregon. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs a discretionary, committee-overseen investment approach with a wide range of strategies and notable tax and administrative integration uncommon for a firm of its size.

William Venturi is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior roles include positions at Aviara Wealth LLC, Secfi Securities, LLC, and OpenInvest. Mariner Wealth Advisors provides investment management, financial planning, retirement consulting, and specialized tax and family office services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs customized portfolio strategies overseen by an internal committee and integrates tax and accounting services alongside traditional advisory offerings.

Brendan Price is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, Bank of the West, and BancWest Investment Services. He serves on the Board of Directors for the Make-A-Wish Foundation of Oregon, where he assists with budget approval and fundraising. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Paul Erenfeld is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors and Cascadia Advisory Services. Mariner serves a broad range of clients including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal management team and integrates tax and accounting services along with family office and financial wellness solutions.

Noah Bylsma is a financial advisor at Mariner with five years of industry experience. He holds the Series 66 designation and has worked previously at The Standard, Fisher Investments, Commonwealth Financial Network, and Pacific Private Wealth Services. He attended Portland State University for four years. Mariner serves a broad range of clients including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers.

Jacob Goddard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner since 2021. He previously worked at TIAA-CREF from 2015 to 2021. Outside of his advisory work, he is a board member for a homeowners association and provides voice and music lessons. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized portfolios combining in-house research and third-party managers, and offers integrated tax services and family office capabilities uncommon among large advisory enterprises.

Michael Jeanfreau is a financial advisor at Mariner with Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Cascadia Advisory Services, and the University of Phoenix. Outside of his advisory work, he serves as President of the Board for the Nystrom Jeanfreau Foundation, a charitable organization, and is a Squadron Commander and volunteer search and rescue pilot for the Civil Air Patrol. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized, discretionary portfolios supported by internal research and third-party managers and offers integrated tax, family office, and financial wellness services uncommon for a firm of its size.

Gabriel Garcia is a financial advisor at Mariner with Series 65 registration and one year of industry experience. Prior to joining Mariner Wealth Advisors in 2024, he worked in the consumer service sector with companies including Dutch Bros Inc., Starbucks, and Taco Bell. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios managed by an Investment Committee and supported by in-house research and third-party managers, and it also provides integrated tax, accounting, and financial wellness services uncommon in large advisory firms.

Matthew Larson is a financial advisor at Mariner with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fairway Independent Mortgage Corporation and Cascadia Advisory Services. Mariner serves a wide range of clients, including individuals, high-net-worth households, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, with notable capabilities in tax integration and employer financial-wellness tools.

Robert Biancardi is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Cascadia Advisory Services, Fairway Independent Mortgage Company, and Cetera Advisors LLC. Outside of advisory work, he owns a small digital print shop, Barn Works, Inc. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investments as well as integrated tax and accounting services.