Sapient Private Wealth Management, LLC

Gregory Erwin is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, offering investment management and comprehensive wealth management services. The firm manages both retail and institutional accounts with approximately $1.347 billion in discretionary regulatory assets under management as of the end of 2024.

Dina Ahten is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm manages both retail and institutional accounts, offering customized portfolio management that includes separately managed accounts, mutual funds, ETFs, and fixed-income instruments.

John Flaxel is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans by providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm offers discretionary portfolio management with customized asset-allocation plans and employs a process that includes liquidity assessment, risk tolerance evaluation, ongoing rebalancing, and tax and estate coordination.

Sandra Sperry is a CFP®-certified financial advisor at Sapient Private Wealth Management, LLC with 19 years of industry experience. She has been with Sapient since 2011. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management, comprehensive wealth management, personalized cash flow management, and ERISA Section 3(38) investment manager services for 401(k) plans. Sapient manages both retail and institutional-type accounts and offers customized asset-allocation plans using a variety of investment vehicles and third-party platforms, emphasizing discretionary portfolio management and ongoing rebalancing.

Jacob Eld is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Sapient Private Wealth Management, LLC since 2018. Prior to that, he worked for three years at the University of Oregon Foundation. He is also an associate board director at the Oregon Community Credit Union, a role he began in 2025. Sapient Private Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm develops customized asset-allocation guidelines based on clients’ financial goals and uses a range of investment vehicles and third-party platforms to implement and monitor portfolios.

Sean Ritchie is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Sapient Private Wealth Management since 2019 and previously spent ten years at Harry Ritchies Jewelers. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, offering investment management and comprehensive wealth planning services. The firm manages both retail and institutional accounts with a discretionary portfolio management approach that includes customized asset allocation, ongoing rebalancing, and tax- and estate-coordination.

Sarah Skortman is a financial advisor with Sapient Private Wealth Management, LLC, holding a Series 65 credential and three years of industry experience. Before joining Sapient in 2022, she worked at Remax Integrity and was involved with JAJ Enterprises, LLC for eight years. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment and comprehensive wealth management services. The firm manages both retail and institutional accounts with a discretionary portfolio management approach that includes customized asset allocation and ongoing rebalancing.

Hunter Anderle is a Series 65-licensed advisor at Sapient Private Wealth Management with one year of industry experience. His prior roles include positions at RBC Wealth Management, Memory Blue, and Bigfoot Beverages, as well as work at the University of Oregon. Sapient Private Wealth Management offers discretionary investment management and comprehensive wealth planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach is centered on customized asset allocation and portfolio rebalancing, utilizing separately managed accounts, mutual funds, ETFs, and fixed-income instruments.

Laura Chen is a financial advisor at Sapient Private Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Dynamo Software and the University of Oregon Foundation. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans by providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm offers discretionary portfolio management with customized asset-allocation plans and integrates tax- and estate-coordination within its fee-only advisory model.

Alexander Erwin is a financial advisor at Sapient Private Wealth Management, LLC with over five years at the firm and a total of seven years of industry experience. He holds a Series 65 designation and previously worked at Legacy Financial Services and Wells Fargo Home Mortgages. Sapient Private Wealth Management provides discretionary investment management, comprehensive wealth management, and ERISA Section 3(38) fiduciary services to a range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm develops customized asset-allocation guidelines and uses third-party platforms for integrated portfolio management and reporting.

Ross Anderle is a CFP® professional with 22 years of experience in financial advising. He has been with Sapient Private Wealth Management, LLC since 2014. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management and comprehensive wealth management services. Sapient focuses on discretionary portfolio management with customized asset allocation and coordinated tax and estate planning as part of its fee-only advisory model.

Mitchell Lewis is a CFP® with eight years of industry experience currently serving at Sapient Private Wealth Management, LLC. He has been with Sapient since 2017 and previously held a position at Linfield College. Sapient Private Wealth Management offers discretionary investment management and comprehensive wealth planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment process includes customized asset allocation and portfolio rebalancing, utilizing separately managed accounts and a range of investment vehicles, supported by third-party platforms and integrated reporting.

Dennis Konrady is a financial advisor with Sapient Private Wealth Management, LLC in Eugene, Oregon, holding a Series 66 designation and 25 years of industry experience. He has been with Sapient Private Wealth Management since 2016. Outside of his advisory role, he serves as a board member of Lane County Youth for Christ. Sapient Private Wealth Management provides discretionary investment management and comprehensive wealth services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a customized investment approach that incorporates separately managed accounts, mutual funds, ETFs, and fixed-income instruments, supported by third-party platforms for trading and reporting.