Sherpa Wealth Strategies Financial Planner in Bend, Oregon

Our team

Meet your financial wellness coaches

In our twenty-plus years of offering financial advice, we’ve seen a thing or two. People who are publicly successful – medical specialists and small-business owners especially – are often privately stressed about money. How can they be making so much money and have so little to show for it? Sure, they take nice vacations, drive nice cars and perhaps even send their kids to private school. But on a monthly basis they’re feeling pinched. And their private net worth (assets minus liabilities) does not reflect their public lifestyle.

We help clients tame the financial tiger, balancing current lifestyle with the creation of long-term wealth. We help clients align their financial choices with their deeply held values and their most important goals.

We accomplish this through our unique wealth management process – the Financial Empowerment Journey.

With it, we’ll put you on a path toward achieving all of your financial goals so you can spend more time focusing on what’s important – living your best life, enjoying your friends and family, and making a difference for the people and causes you care about.

Who we are

Brian K. Stallcop, CFP®

Founder/Owner

Brian K. Stallcop, CFP

When I was in junior high school, my mom sent me to the store to pick up some groceries. Instead of cash, she sent me with food stamps. This was before the days of the pre-loaded debit cards. I had to hand the cashier these white and brown coupons from the U.S. Department of Agriculture, and it was mortifying. We had our reasons – my parents had recently split up, my mom was going back to school and my dad was temporarily unemployed. But I promised myself that day that I would never be poor again.

I was poor, for a while, as a starving college student and as I started my career. But I was determined that my future would be bigger than my past. I became a student of wealth creation and started to apply the lessons to my own life. In my late thirties, when I was ready to change careers, it was only natural that I gravitated to financial planning.

Is your future bigger than your past? If so, you’re exactly the kind of person I love working with at Sherpa Wealth Strategies. I’ve always had a growth and abundance mindset, and I love helping people create a bigger future for themselves and their families.

That bigger future doesn’t happen by accident. I help people gain clarity on their goals and the values that drive them. As a CERTIFIED FINANCIAL PLANNER™ and financial wellness coach, I help people create their plan and stay on track over the years. It’s really rewarding!

Who we are

Erin L. Weber, WMPC®, CSRIC®

After a long and successful career in corporate sales, I had to ask myself who I was really helping. Was I making the world a better place? The answer, sadly, was no.

So in 2019 I decided to find a path that would allow me to combine my passions for helping people and healing the planet. I joined Sherpa Wealth Strategies to help families make the most of their financial resources to create a more secure future. And I became a Chartered SRI Counselor so I could help clients take advantage of opportunities in environmentally sustainable and socially responsible investing.

Helping people, healing the planet. That’s the future I’m creating for my clients, and for myself.

Erin Weber, WMPC, CSRIC

Who we are

Judy Johnson

Administrative Manager

Judy Johnson

Hi! I’m Judy Johnson and I’m the Administrative Manager of Sherpa Wealth Strategies. Brian calls me his boss, but really my job is to make our business run smoothly and to assist our clients in any way I can.

As a middle child, I’m a people pleaser. My passion is customer service – I’ve been doing it over 40 years in one capacity or another, so it’s become second nature to me. I love getting to know our clients and their families. My ‘superpower’ is getting you answers to your questions or solutions to your problems in the quickest way possible. I’m the one you call to schedule an appointment, make deposits or withdrawals from your accounts, or for any paperwork related issues.

My background is in business and finance. I’ve worked in banking, insurance, the boat building industry in my native New England, as well as working in finance at an art museum and being the co-founder/owner of an art fabrication business. And that was all before I moved to Oregon!

I’ve lived here in Bend for long enough to be considered an Oregonian. I love the open spaces, the mountains, the desert, the forests, the coast, but mostly I love the friendliness of the people here.

I’ve been a part of Sherpa Wealth Strategies since 2012, and as a member of the team, along with our advisors, I’m happy to assist you toward achieving your lifetime and financial goals. Please feel free reach out to me at any time.

Who we are

Brian K. Stallcop, CFP®

Brian K. Stallcop, CFP

When I was in junior high school, my mom sent me to the store to pick up some groceries. Instead of cash, she sent me with food stamps. This was before the days of the pre-loaded debit cards. I had to hand the cashier these white and brown coupons from the U.S. Department of Agriculture, and it was mortifying. We had our reasons – my parents had recently split up, my mom was going back to school and my dad was temporarily unemployed. But I promised myself that day that I would never be poor again.

I was poor, for a while, as a starving college student and as I started my career. But I was determined that my future would be bigger than my past. I became a student of wealth creation and started to apply the lessons to my own life. In my late thirties, when I was ready to change careers, it was only natural that I gravitated to financial planning.

Is your future bigger than your past? If so, you’re exactly the kind of person I love working with at Sherpa Wealth Strategies. I’ve always had a growth and abundance mindset, and I love helping people create a bigger future for themselves and their families.

That bigger future doesn’t happen by accident. I help folks gain clarity on their goals and the values that drive them. As a CERTIFIED FINANCIAL PLANNER™, I help people create their plan and stay on track over the years. It’s really rewarding!

Who we are

Erin L. Weber, WMPC®, CSRIC®

Erin Weber, WMPC, CSRIC

After a long and successful career in corporate sales, I had to ask myself who I was really helping. Was I making the world a better place? The answer, sadly, was no.

So in 2019 I decided to find a path that would allow me to combine my passions for helping people and healing the planet. I joined Sherpa Wealth Strategies to help families make the most of their financial resources to create a more secure future. And I became a Chartered SRI Counselor so I could help clients take advantage of opportunities in environmentally sustainable and socially responsible investing.

Helping people, healing the planet. That’s the future I’m creating for my clients, and for myself.

Who we are

Judy Johnson, Administrative Manager

Judy Johnson

Hi! I’m Judy Johnson and I’m the Administrative Manager of Sherpa Wealth Strategies. Brian calls me his boss, but really my job is to make our business run smoothly and to assist our clients in any way I can.

As a middle child, I’m a people pleaser. My passion is customer service – I’ve been doing it over 40 years in one capacity or another, so it’s become second nature to me. I love getting to know our clients and their families. My ‘superpower’ is getting you answers to your questions or solutions to your problems in the quickest way possible. I’m the one you call to schedule an appointment, make deposits or withdrawals from your accounts, or for any paperwork related issues.

My background is in business and finance. I’ve worked in banking, insurance, the boat building industry in my native New England, as well as working in finance at an art museum and being the co-founder/owner of an art fabrication business. And that was all before I moved to Oregon!

I’ve lived here in Bend for a long enough to be considered an Oregonian. I love the open spaces, the mountains, the desert, the forests, the coast, but mostly I love the friendliness of the people here.

I’ve been a part of Sherpa Wealth Strategies since 2012, and as a member of the team, along with our advisors, I’m happy to assist you toward achieving your lifetime and financial goals. Please feel free reach out to me at any time.

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