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  • Envestnet
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  • Adhesion Wealth Advisors
  • Sawtooth Solutions
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  • Union by Potomac
  • USA Financial Exchange
  • Virtue Capital Management
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Home | Contact

Contact Us

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

Find Your Local Representative

Choose your state and be connected.

Northern California and Northwest 1 Northern California and Northwest 2 Rocky Mountains South Central Great Plains Michigan and Heartland 1 Great Lakes Great Lakes 2 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

Ted Ghazal

Director, Internal Sales

(440) 804-6404

ted.ghazal@sierrainvestment.com

National Accounts Team

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

Jason Keefer

Senior Regional Sales Associate

(415) 329 5151

jason.keefer@sierrainvestment.com

Southern California & Hawaii

(So. CA, HI)

Austin Vizcaino

Regional Sales Director

(909) 973-2497

austin.vizcaino@sierrainvestment.com

Zach Rivard

Senior Regional Sales Associate

(615) 471-7424

zach.rivard@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

Senior 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

Carter Hayes

Regional Sales Associate

(947) 225-4343

carter.hayes@sierrainvestment.com

South Central

(LA, TX)

Blaise Santiago

Regional Sales Director

(512) 599-7920

blaise.santago@sierrainvestment.com

Ethan Spross

Regional Sales Associate

(214) 225-1923

ethan.spross@sierrainvestment.com

Great Lakes

(AL, Northern IL, Western MI, WI)

Bill Phillips

Senior Portfolio Specialist

(813) 810-2900

bill.phillips@sierrainvestment.com

Zach Rivard

Senior Regional Sales Associate

(615) 471-7424

zach.rivard@sierrainvestment.com

Midwest

(Southern IL, IN, KY)

Paul Lange

Regional Sales Manager

(517) 290-7239

paul.lange@sierrainvestment.com

Great Plains

(AR, IA, KS, MO, OK, NE)

Matthew Haley

Regional Sales Director

(781) 927-9281

matthew.haley@sierrainvestment.com

Will Farr

Regional Sales Associate

(816) 551-2820

will.farr@sierrainvestment.com

Northeast

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

Hammid Firoozeh

Regional Sales Director

(917) 456-6508

hammid.firoozeh@sierrainvestment.com

Chandler Webb

Regional Sales Associate

(929) 512-4950

chandler.webb@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

(GA, MS, SC, TN)

Michael Cramer

Regional Sales Director

(949) 212-3967

michael.cramer@sierrainvestment.com

Madison Voshall

Regional Sales Associate

(615) 619-4807

madison.voshall@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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Ocean Park Asset Management, Inc. is an SEC registered investment adviser.

Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (ADVISERINFO.SEC.GOV).