Wayne, along with his two partners, has built Premier into a prestigious SEC RIA firm that services over 450 clients. Wayne’s major responsibilities are superior practice management, maximizing equity in the firm, enhancing strategic alliances and preparing the next generation of Premier’s professionals. All Premier’s efforts are directed toward holistic client relationships to enhance their financial peace of mind.
Wayne has been a resident of Humboldt County since 1978 and now resides in McKinleyville. Wayne got into the financial services industry in 1983 when he began the Certified Financial Planner™ program, and prior to that was involved in income tax preparation and business planning. Wayne now holds the CFP®credential along with the Registered Financial Consultant (RFC).
Wayne has a strong passion for the fiduciary stand that Premier takes with each client. Over the last 15 years, he has spoken at many events and made numerous pleas in support of the fiduciary standard and the Prudent Investor Rules.