Experts | WealthFactor

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
Concierge
Technology

Bill Woodruff, CAIA

Patrick Greener, JD, LL.M

James Brennan, PhD

Brie Valant

Tyson Edwards

Matt Barton

Bill Woodruff, CAIA

Founder, Expertise: Investing

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

Head of Wealth Planning, Expertise: Planning

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 Investing, Expertise: Investing

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

Brie Valant

Head of Concierge Services, Senior Wealth Concierge

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 Concierge

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. Read Full Disclosures