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

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

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

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

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

Tyson Edwards

Head of Technology

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

Matt Barton

Senior Wealth Concierge

  • 20+ years of investment industry experience
  • Servant hearted
  • Top tier listener
  • Always ready to help