MEET THE TEAM Brian K. Stallcop, CFP® Founder and Owner 541-633-7728 541-633-7759 firstname.lastname@example.org 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 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, attend 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 cycling on the beautiful roads and trails of Central Oregon.Licenses: Series 7, Series 63, Series 24 Registrations held through LPL Financial as well as Oregon Life & Health Insurance. Judy Amaral Johnson Administrative Manager 541-633-7728 541-633-7759 email@example.com 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 2 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 Great Northwest with her husband, Matt, and their golden retriever, Buddy. Mark Schindel Client Service Associate 541-633-7728 541-633-7759 firstname.lastname@example.org Mark joined Sherpa Wealth Strategies in 2017 to assist with investment research, financial planning and administration projects. Mark has previous training as a financial advisor, although he spent most of his career managing computer information systems in Southern California and Bend.Mark and his wife, Kathy, have lived in Bend since 2003, and love the beautiful area and many outdoor activities. They actively volunteer in the community, especially through Temple Beth Tikvah, where Mark has served as president. Mark is a graduate of Dartmouth College, where he majored in math. He also has a Master of Science in Business Administration from California State Polytechnic University, Pomona. He enjoys sports and regularly participates in tennis, softball, pickleball, and basketball (when his knees allow it). He hopes to get more involved with biking in the future.