Our Team
Darin Swall
Darin has worked as an insurance and retirement income specialist structuring retirement solutions for principle protection, and an income stream that cannot be outlived.
Gwen O’Connell
Gwen has been a consultant and administrator of qualified plans for close to 30 years. She is the President of GO Wealth Management, representing clients in the western states.
Brenda Stein
Brenda provides customized service for every client. She is a Certified Financial Planner® Professional experienced in planning and portfolio development. Her true gift is that of listening and determining how best to resolve the financial issues of her clients.
She builds customized portfolios to suit each client individually, not the cookie-cutter portfolios many provide.
Brenda has a Bachelor of Science in Civil Engineering from University of California, Davis and a Master of Business Administration. She enjoys traveling, reading, and being in Nature. Backpacking with her son is her favorite. Ask her how to prevent broken blisters!
Selene L. Sullivan, CPA/PFS
Selene Sullivan is a Eugene native and loves it. She has been licensed as a Certified Public Accountant since 2000 and became a partner in a local firm a couple of years later. Also interested in investing, she first became an Investment Advisor Representative in 2001 and later obtained her Personal Financial Specialist (PFS) designation in 2010. Helping client’s make the best financial decisions is very fulfilling.
Chris Berry
Chris is a CPA with over 20 years of experience serving a wide range of clients across many industries. He believes in having a personal relationship with clients to maintain a people-oriented business. He loves helping people save money, increase wealth, establish goals, and minimize tax burdens.