Sherpa Wealth Strategies Financial Planner in Bend, Oregon

Meet the Sherpa Wealth Strategies Team

Brian K. Stallcop, CFP - Sherpa Wealth Strategies

Brian K. Stallcop, CFP® | Founder & Owner

Brian has been helping clients with their financial goals since 2001. He built a successful career at a national brokerage firm before founding Sherpa Wealth Strategies in 2011. He became a Certified Financial Planner™ in 2007. He is a member of Ed Slott’s Master Elite IRA Advisor Group™. Previously, Brian was an award-winning journalist for 23 years. He worked at a number of newspapers around the country, ending his career as Editor of The Sun in Bremerton, Washington.

Brian and his wife, Shawna, have been married since 1985. Their daughters, Catherine and Zoe, attended public schools in Bend. Brian is an active member of the Greater Bend Rotary, raised $3 million as a two-time campaign chair for the Kitsap United Way, served as a director of the United Way of Deschutes County, volunteered with his daughters’ Girl Scout troops and served as president of the William E. Miller Elementary School site council. He also served as president of Central Oregon Fastpitch, a non-profit that provides opportunities for girls to play competitive travel softball. In his spare time, you might find Brian Nordic skiing at Mt. Bachelor or cycling on the beautiful roads and trails of Central Oregon.

Series 7, Series 63 and Series 24 Registrations held through LPL Financial. Oregon Life & Health Insurance licensed.

 brian@sherpawealthstrategies.com        (541) 633-7728

Erin Weber, WMPC, CSRIC at Sherpa Wealth Strategies Financial Planning

Erin Weber | WMCP®, CSRIC®

Erin Joined Sherpa Wealth Strategies in September of 2019. Her background includes 20 years in sales and customer relationship management. Erin’s commitment to client service and objective, personalized financial advice aligns with Sherpa Wealth Strategies’ values. Erin earned her Wealth Management Certified Professional® designation from The American College of Financial Services in 2020. She earned the Chartered Socially Responsible Investing Counselor designation from the College for Financial Planning in 2021

Erin is a native of Kennewick, Washington, and a graduate of Washington State University. Erin and her husband David relocated to Bend from Prosser, Washington, in 2014. When not helping clients with their financial goals, you can find Erin biking, skiing, paddling on a lake or SCUBA diving in the ocean.

Licenses: Series 7, Series 66 Registrations held through LPL Financial and Oregon Life & Health Insurance.

 erin@sherpawealthstrategies.com        (541) 633-7728

Judy Johnson, Administrative Manager - Sherpa Wealth Strategies

Judy Johnson | Administrative Manager

Since 2012, Judy has been the point person in our office for questions about client accounts, preparing and submitting forms, making appointments, access to online account services, and a thousand small things that make for a seamless client experience. Judy has worked in the financial industry for many years.

Her volunteer efforts have included the United Way and the Girl Scouts in her home state of Massachusetts, where she was a small business owner and raised two children. She studied art, business and accounting at the University of Massachusetts and Johnson & Wales University, and she has completed the Masters Program of LPL Finanical’s Admin University. When she’s not providing top notch service to our clients, Judy loves going on road trips throughout the country with her husband, Matt.

 judy@sherpawealthstrategies.com        (541) 633-7728

Judy Johnson, Administrative Manager - Sherpa Wealth Strategies

Chasen Kaminsky | Financial Planning Intern

In February 2021, Chasen joined the Sherpa Wealth Strategies team after graduating from San Diego State University with a degree in public relations, communications and psychology. He is a creative, dynamic, jack-of-all-trades with an unparalleled work ethic. Chasen serves as our marketing director, producing all our digital content, managing our digital presence and assisting with administrative tasks while learning the ins and out the financial planning industry.

Chasen grew up working in his father’s photography and video production business from the time he could carry a camera bag. He has worked for C-level executives since his sophomore year in high school. Throughout college, Chasen worked in the music industry producing world-class music festivals and marketing for A-list nightclubs. His experience in both the creative and business industries make him the perfect complement to the Sherpa Wealth Strategies team.

When he’s not working, he can be found snowboarding, fishing, hiking, traveling or cooking.

 chasen@sherpawealthstrategies.com        (541) 633-7728

Brian K. Stallcop, CFP - Sherpa Wealth Strategies

Brian K. Stallcop, CFP® | Founder & Owner

Brian has been helping clients with their financial goals since 2001. He built a successful career at a national brokerage firm before founding Sherpa Wealth Strategies in 2011. He became a Certified Financial Planner™ in 2007. He is a member of Ed Slott’s Master Elite IRA Advisor Group™. Previously, Brian was an award-winning journalist for 23 years. He worked at a number of newspapers around the country, ending his career as Editor of The Sun in Bremerton, Washington.

Brian and his wife, Shawna, have been married since 1985. Their daughters, Catherine and Zoe, attended public schools in Bend. Brian is an active member of the Greater Bend Rotary, raised $3 million as a two-time campaign chair for the Kitsap United Way, served as a director of the United Way of Deschutes County, volunteered with his daughters’ Girl Scout troops and served as president of the William E. Miller Elementary School site council. He also served as president of Central Oregon Fastpitch, a non-profit that provides opportunities for girls to play competitive travel softball. In his spare time, you might find Brian Nordic skiing at Mt. Bachelor or cycling on the beautiful roads and trails of Central Oregon.

Series 7, Series 63 and Series 24 Registrations held through LPL Financial. Oregon Life & Health Insurance licensed.

 brian@sherpawealthstrategies.com     

  (541) 633-7728

Erin Weber, Wealth Management Certified Professional - Sherpa Wealth Strategies

Erin Weber | WMCP®, CSRIC®

Erin Joined Sherpa Wealth Strategies in September of 2019. Her background includes 20 years in sales and customer relationship management. Erin’s commitment to client service and objective, personalized financial advice aligns with Sherpa Wealth Strategies’ values. Erin earned her Wealth Management Certified Professional® designation from The American College of Financial Services in 2020. She earned the Chartered Socially Responsible Investing Counselor designation from the College for Financial Planning in 2021

Erin is a native of Kennewick, Washington, and a graduate of Washington State University. Erin and her husband David relocated to Bend from Prosser, Washington, in 2014. When not helping clients with their financial goals, you can find Erin biking, skiing, paddling on a lake or SCUBA diving in the ocean.

Licenses: Series 7, Series 66 Registrations held through LPL Financial. Oregon Life & Health Insurance licensed.

 erin@sherpawealthstrategies.com

  (541) 633-7728

Judy Johnson, Administrative Manager - Sherpa Wealth Strategies

Judy Johnson | Administrative Manager

Since 2012, Judy has been the point person in our office for questions about client accounts, preparing and submitting forms, making appointments, access to online account services, and a thousand small things that make for a seamless client experience. Judy has worked in the financial industry for many years.

Her volunteer efforts have included the United Way and the Girl Scouts in her home state of Massachusetts, where she was a small business owner and raised two children. She studied art, business and accounting at the University of Massachusetts and Johnson & Wales University, and she has completed the Masters Program of LPL Finanical’s Admin University. When she’s not providing top notch service to our clients, Judy loves going on road trips throughout the country with her husband, Matt.

 judy@sherpawealthstrategies.com

  (541) 633-7728

Chasen Kaminsky - Sherpa Wealth Strategies

Chasen Kaminsky | Financial Planning Intern

In February 2021, Chasen joined the Sherpa Wealth Strategies team after graduating from San Diego State University with a degree in public relations, communications and psychology. He is a creative, dynamic, jack-of-all-trades with an unparalleled work ethic. Chasen serves as our marketing director, producing all our digital content, managing our digital presence and assisting with administrative tasks while learning the ins and out the financial planning industry.

Chasen grew up working in his father’s photography and video production business from the time he could carry a camera bag. He has worked for C-level executives since his sophomore year in high school. Throughout college, Chasen worked in the music industry producing world-class music festivals and marketing for A-list nightclubs. His experience in both the creative and business industries make him the perfect compliment to the Sherpa Wealth Strategies team.

When he’s not working, he can be found snowboarding, fishing, hiking, traveling or cooking.

 chasen@sherpawealthstrategies.com

  (541) 633-7728

For everything from financial planning to insurance & annuities – our team is here to help.

Contact
Information.

  (541) 633-7728

   (541) 633-7759

   info@sherpawealthstrategies.com

    444 NE Norton Ave. #101,
       Bend OR 97701

     Facebook         Youtube

Let's discuss your financial future.

Let's discuss your financial future.

Contact Information.

  (541) 633-7728

   (541) 633-7759

   info@sherpawealthstrategies.com

   444 NE Norton Ave. #101, Bend OR 97701

   Facebook         Youtube

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