Our People

Greg Friedman
MS, CFP®

Founder and CEO

Sarah Wotherspoon
MS, CFP®, CDFA®

Director of Wealth Management, Principal

Justin Hult
MBA, CFA

Director of Investment Operations, Chief Compliance Officer, Principal

Mike Sbrocco
MBA

Chief Financial Officer

Cynthia Greenfield
CPCC

Chief Experience Officer

Channing Olson

Director of Operations, Principal

Sabrina Lowell
CFP®, CPCC®

Advisor | Managing Partner

B. Kelly Keydel
CFP®, MBA, CDFA®

Advisor | Managing Partner

Paul Sturm

Director of Information Technology, Principal

Suzanne Williamson

Director of Client Services, Principal

Angela Giombetti

Director of Marketing

Susan Dickson
ED.D, MBA

Chief Operating Officer (Retired), Principal

Julie A. Back
CFP®

Advisor, Principal

Bill Bockwoldt
MBA, CFP®

Advisor, Principal

Norm M. Boone
MBA, CFP®

Senior Advisor, Principal

Justin deTray
CFP®

Advisor, Principal

Kevin Gahagan
CFP®, CIMA®

Advisor, Principal

M. Zach Mangels
MSFP, CFP®

Advisor, Principal

Lisa Peters
CFP®, CDFA®, CAP®

Advisor, Principal

Chip Pyfer
JD, CFP​®, CIMA®, CPWA®

Advisor, Principal

John (Mac) Dunstan
CFP®

Advisor

Steve Branton
CFP®, CPCC®

Advisor, Principal

Stephen Kepler
CFP®, CDFA®

Advisor

Amanda C. Fox
MBA, CFP®

Advisor

Sheila Schroeder

Business Development Officer

John Thiel
CFP®, MBA

Advisor

Tim Talbott
MA, CFP®

Paraplanner

Nick Bussard
CFP®

Advisor

Julie Penwell

Advisor

Elizabeth Pulido

Paraplanner

Frederick E. Dopfel
PH.D.

Investment Committee Chair, Principal

Richard Stone

Founder and Chairman, Emeritus

Zach Schlaht

Investment Research Analyst

Tim Curley

Senior Portfolio Manager

Tanya Rhodes
CFA®, CFP®

Portfolio Manager

Diane Cauchois

Portfolio Manager

Deborah Gibbs

Investment Operations Specialist

Jack Mazzera

Investment Operations Specialist

Karolina Chernyak
FPQP™

Senior Client Service Specialist

Dave Scuitto

Senior Client Service Specialist

Carolyn Jerome

Finance and Human Resources Manager

Dana Armstrong

Office Coordinator

Heather Martin

Systems Administrator and Trainer

Courtney Roberts

Office Coordinator

Melissa Restivo
FPQP™

Client Service Specialist

Petra Braaksma

Client Service Specialist

Marla Mulligan

Office Manager

Nick Walser

Client Service Specialist

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services.