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Platforms We Work With

  • Envestnet
  • Orion Portfolio Solutions
  • Axos Advisor Services
  • Adhesion Wealth Advisors
  • Sawtooth Solutions
  • SMArtX Advisory Solutions
  • Union by Potomac
  • USA Financial Exchange
  • Virtue Capital Management
  • GeoWealth

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Contact Us

We’re here to help so you can confidently manage your investments, clients, and business.

Find Your Local Representative

Not sure who your regional sales counselor is? Choose your territory from the map below and be connected with your regional representatives.

Northern California and Northwest 1 Northern California and Northwest 2 Rocky Mountains South Central Great Plains Michigan and Heartland 1 Great Lakes Michigan and Heartland 2 Midwest South Florida and North Carolina 1 Florida and North Carolina 2 Mid-Atlantic Northeast Hawaii and Southern California 1 Hawaii and Southern California 2

VIEW ALL REPRESENTATIVES

National Sales

Jason Buck

Managing Director, Sales

(714) 720-5114

jason.buck@sierrainvestment.com

Colin Barber

Managing Director, National Accounts

(619) 602-4981

colin.barber@sierrainvestment.com

Tiana Brenneise

Director, National Accounts

(661) 904-9011

tiana.brenneise@sierrainvestment.com

Jerrod DeShaw

Director, National Accounts

(802) 522-9481

jerrod.deshaw@sierrainvestment.com

Northern California & Northwest

(AK, No. CA, ID, OR, WA)

Ryan Connolly

Regional Sales Director

(720) 936-6797

ryan.connolly@sierrainvestment.com

Southern California & Hawaii

(So. CA, HI)

Austin Vizcaino

Regional Sales Director

(909) 973-2497

austin.vizcaino@sierrainvestment.com

Rocky Mountains

(AZ, CO, MT, NM, NV, UT, WY)

Tomas Giardino

Regional Sales Director

(602) 377-9755

tomas.giardino@sierrainvestment.com

Sean Pham

Regional Sales Associate

(310) 392-7268

sean.pham@sierrainvestment.com

Michigan & Heartland

(Eastern MI, MN, ND, OH, SD)

Jeff Johnson

Regional Sales Director

(312) 731-4578

jeff.johnson@sierrainvestment.com

Paul Lange

Regional Sales Associate

(248) 985-9002

paul.lange@sierrainvestment.com

South Central

(AR, LA, OK, TX)

Scott Schiewe

Regional Sales Director

(817) 456-5671

scott.schiewe@sierrainvestment.com

Great Lakes

(Northern IL, Western MI, WI)

Bill Phillips

Senior Portfolio Specialist

(813) 810-2900

bill.phillips@sierrainvestment.com

Zach Rivard

Regional Sales Associate

(615) 471-7424

zach.rivard@sierrainvestment.com

Midwest

(Southern IL, IN, KY, St. Louis)

Michael Cramer

Regional Sales Manager

(949) 212-3967

michael.cramer@sierrainvestment.com

Great Plains

(IA, KS, MO, NE)

Matthew Haley

Regional Sales Manager

(424) 231-6712

matthew.haley@sierrainvestment.com

Northeast

(CT, MA, ME, NH, NY, RI, VT)

Hammid Firoozeh

Regional Sales Director

(917) 456-6508

hammid.firoozeh@sierrainvestment.com

Mid-Atlantic

(DC, DE, MD, NJ, PA, VA, WV)

Marc DiFilippo

Regional Sales Director

(215) 360-8440

marc.difilippo@sierrainvestment.com

Drew Lillston

Regional Sales Associate

(267) 662-2727

drew.lillston@sierrainvestment.com

South

(AL, GA, MS, SC, TN)

Chris Wilson

Regional Sales Director

(678) 733-5152

chris.wilson@sierrainvestment.com

Florida & North Carolina

(FL, NC)

Bill Edmunds

Regional Sales Director

(813) 480-9543

bill.edmunds@sierrainvestment.com

Keaton Glover

Regional Sales Associate

(813) 522-8230

keaton.glover@sierrainvestment.com

Call Us

We’re here to help. Simply complete the form and the right member of our team will reach out to you directly.

Advisor Help Desk: 800-729-1467
National Sales Desk: 844-727-1813

 

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There are many ways of integrating Ocean Park’s investment disciplines into your client’s portfolios. Let’s begin with a quick discussion to review how we can best enhance your client’s experience with our solutions.

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