Painted Porch Advisors LLC

Grace Mcclellan is a CFP® professional at Painted Porch Advisors LLC with one year of industry experience. Her prior roles include positions at West Coast Financial LLC and the University of California, Santa Cruz. Painted Porch Advisors LLC provides integrated wealth management and financial planning to individual clients, trusts, foundations, and businesses. The firm emphasizes individualized asset-allocation and cash-flow analysis, offering discretionary investment management alongside complementary services such as real estate consulting and corporate advisory.

Zachary Philipp is a CFP® professional at Painted Porch Advisors LLC with five years of experience at the firm. His prior roles include positions at Caterpillar Inc., Western Illinois University, and John Deere. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and offers discretionary portfolio management, financial planning, retainer arrangements, and bespoke consulting services.

Timothy Lindvall is a CFA® charterholder with four years of industry experience. He has worked at Painted Porch Advisors LLC since 2021 and previously spent eight years at Gideon Asset Management, a Millennium Platform Company. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and emphasizes diversified buy/hold and rebalancing strategies alongside active selection of individual securities and long-term financial planning.

Eric Toubin is a CFA® charterholder with 24 years of industry experience. He is currently with Painted Porch Advisors LLC, where he has worked since 2024. Prior to that, he spent eight years at Stifel, Nicolaus & Company, Incorporated. Painted Porch Advisors LLC provides integrated wealth management to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm employs a team of nine advisors managing approximately $518 million in client assets, with investment strategies that emphasize diversified buy/hold and rebalancing approaches alongside discretionary portfolio management and long-term financial planning.

Devon Frazier is a financial advisor at Painted Porch Advisors LLC in Santa Barbara, CA, holding a Series 65 designation. He has been with Painted Porch Advisors since 2025 and has prior experience working for Nike from 2013 to 2025. Outside of advising, he is a co-owner of Pro-Knot, a family business that sells instructional knot tying cards for fishing and outdoor activities. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and bespoke consulting with a focus on diversified buy/hold strategies and private fund sponsorship.

Katharine Newell is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Painted Porch Advisors LLC, JPMorgan Chase Bank, the University of Texas at Austin McCombs School of Business, and Dimensional Fund Advisors. Painted Porch Advisors LLC provides integrated wealth management and financial planning to individuals, trusts, foundations, endowments, and businesses. The firm emphasizes individualized asset allocation and cash-flow analysis, managing most accounts on a discretionary basis and offering private fund sponsorship and advisory services for accredited investors.

Dale Cockrell II is a financial advisor at Painted Porch Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets Corporation for 16 years. Painted Porch Advisors LLC provides integrated wealth management and financial planning to individuals, trusts, foundations, endowments, and businesses. The firm emphasizes individualized asset allocation and cash-flow analysis, managing most client accounts on a discretionary basis while offering proprietary private fund sponsorship and portfolio management services.

Craig Schmitt is a financial advisor at Painted Porch Advisors LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Richard B. Jacobson & Associates, LLC, and Unison Credit Union. Painted Porch Advisors LLC provides integrated wealth management and financial planning to individual clients, trusts, foundations, endowments, and businesses. The firm employs individualized asset-allocation plans and cash-flow analysis, combining discretionary investment management with ongoing planning and consulting services, and is notable for sponsoring multiple proprietary private funds and providing portfolio management for pooled investment vehicles.

Gregg Hackethal is a financial advisor at Painted Porch Advisors LLC in Santa Barbara, CA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously operated his own investment counsel practice from 2009 to 2022 before joining Painted Porch Advisors. Painted Porch Advisors provides integrated wealth management to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, focusing on diversified buy/hold and rebalancing strategies alongside discretionary portfolio management and bespoke consulting services.

Brian Lloyd is a financial advisor at Painted Porch Advisors LLC with 16 years of industry experience. He holds the Series 65 designation and has worked at Painted Porch Advisors since 2019, following a 12-year tenure at West Coast Financial, LLC. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, retainer arrangements, and bespoke consulting services.

Carson Hansen is a financial advisor with Painted Porch Advisors LLC in Santa Barbara, CA, holding a Series 65 credential. He has been with Painted Porch Advisors since 2023 and has prior experience at Campus Advantage and the University of Oregon. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and specialized consulting, including management of proprietary private funds for accredited investors.

Nicholas Thanaet is a financial advisor at Painted Porch Advisors LLC, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Cappuccino Financial, Commonwealth Financial Network, and LPL Financial. Painted Porch Advisors LLC offers integrated wealth management and financial planning to individuals, trusts, foundations, endowments, and businesses, with an investment approach centered on individualized asset-allocation plans and diversified portfolios. The firm is notable for sponsoring proprietary private funds and providing portfolio management and advisory services to accredited investors.

Kurt Schliemann is a financial advisor at Painted Porch Advisors LLC with 20 years of industry experience. He has held positions at JP Morgan Securities LLC and Trailrunner International before joining Painted Porch Advisors. Outside of his advisory role, he serves as an investor and business advisor for UNITY COLLAB, a charity organization based in Southlake, TX. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and specialized consulting, including proprietary private funds for accredited investors.

Justin Vlaanderen is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Painted Porch Advisors LLC, where he has worked since 2023, following prior roles at Maia Wealth, LLC, West Coast Financial, LLC, Colorado Wealth Group, and Blackstone Financial Group. Painted Porch Advisors LLC provides integrated wealth management and financial planning services to individuals, trusts, foundations, endowments, and businesses. The firm combines discretionary investment management with ongoing planning and consulting, and is distinguished by sponsoring multiple proprietary private funds and offering portfolio management for pooled investment vehicles targeting accredited investors.