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The Human Factor

Because one-size does not fit all, at WealthFactor you get to build your own team based on your personalized needs. From investment experts to tax planning, our technology will get you connected quickly.

  • All

  • Investing

  • Planning

  • Technology

Bill Woodruff, CAIA

Bill Woodruff, CAIA

Patrick Greener, JD, LL.M

Patrick Greener, JD, LL.M

James Brennan, PhD

James Brennan, PhD

Brie Valant

Brie Valant

Tyson Edwards

Tyson Edwards

Matt Barton

Matt Barton

Bill Woodruff, CAIA

Managing Principal, Wealth Advisor

  • Known for being a driven, analytical, and persistent
  • 20+ years of investing experience
  • BBA Finance, University of Portland
  • Husband and father of 3 boys
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Patrick Greener, JD, LL.M

Senior Wealth Planner

  • Expertise in personalized plans optimized for tax savings
  • Mastery of facilitating complex estate and legacy goals
  • 20+ years in the financial services industry
  • Juris Doctorate and LL.M in taxation
  • Husband and father of 3 girls
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James Brennan, PhD

Head of Investment Innovation

  • Risk qualification specialist
  • Excellence in personalized index optimization
  • B.A., Economics, Cornell
  • PhD, Economics, UC San Diego

Brie Valant

Senior Wealth Planner

  • Known for being a determined helper with a tendency toward perfectionism
  • 18+ years of investment services experience with high net worth clients
  • Mother + dog and free-range bunny owner
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Tyson Edwards

Head of Technology

  • Known for being a technical, analytical problem solver
  • 16+ years of financial and technical experience
  • BBA Finance, Linfield College
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Matt Barton

Senior Wealth Planner

  • 20+ years of investment industry experience
  • Servant hearted
  • Top tier listener
  • Always ready to help
Advisory services are offered for a fee by WealthFactor, LCC, a registered investment advisor. Registration does not imply a certain level of skill or training. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. All visuals are illustrative only. Past performance is not a guarantee of future return. Investing involves risk. Calculations within our tools are based on information provided by the user. We recommend consulting with a financial professional before acting on any information provided by these tools. *A minimum monthly fee may apply. This fee will not exceed 0.98% of assets.  Read Full Disclosures
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