^{The Per Stirling Team}

Meet our Exceptional Professionals

The Per Stirling team sets high standards of professionalism, combining deep and diverse industry acumen with a collaborative culture. Guided by unwavering fiduciary principles, we prioritize your best interests, delivering exceptional capital management strategies to address complex financial needs and support you in every stage of your financial journey.

^Partners

John Per O’Sullivan

Managing Director, Partner

Robert Stirling Phipps

Director, Partner

Matthew J. Anderson, CFP^®

Partner, Financial Advisor

Barton L. Couch, CFP^®

Partner, Financial Advisor

Richard L. Hallum, Jr., CFP^®

Partner, Financial Advisor

Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC^®

Partner, Financial Advisor

Ryan P. Joyce, CFP^®, CPA

Partner, Financial Advisor

^{Management Team}

John Per O’Sullivan

Managing Director, Partner

Robert Stirling Phipps

Director, Partner

Carol Sheffield

Chief Operations Officer

Amber Bell

Chief Compliance Officer

Katherine Zamora

Financial Advisor, OSJ Principal

Marita Iannuccilli

Comptroller

Alan Jacobs

Financial Operations Manager

^{Financial Advisors}

Matthew J. Anderson, CFP^®

Partner, Financial Advisor

Barton L. Couch, CFP^®

Partner, Financial Advisor

Richard L. Hallum, Jr., CFP^®

Partner, Financial Advisor

Ryan P. Joyce, CFP^®, CPA

Partner, Financial Advisor

John Per O’Sullivan

Managing Director, Partner

Robert Stirling Phipps

Director, Partner

Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC^®

Partner, Financial Advisor

John Brem

Financial Advisor

Steve Cartwright, CFP^®

Private Wealth Client Relationship Manager

Ronsey Chawla, MBA, CFP^®

Financial Advisor

Galen T. Gabourel

Financial Advisor

Marty Katrein

Financial Advisor

Michael Katrein

Financial Advisor

Eric Lian

Financial Advisor

Michael A. Moore, CFP^®

Financial Advisor

Tasha Rock, CFP^®, CDFA^®

Financial Advisor

Gay F. Thompson, CFP^®

Financial Advisor

Nathan Trenholm

Financial Advisor

Deanna Williams, CFP^®

Financial Advisor

Katherine Zamora

Financial Advisor, OSJ Principal

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^{Staff & Support}

Brad Borman

Operations Specialist

Alec Hallum, CFP®

Operations Specialist

Rachel Hurley, CFP^®

Lead Operations Specialist, Community Initiative Coordinator

Noe Lopez

Operations Specialist

Sarah Nolte

Administrative Specialist

Taylor Peterson, CFP^®

Compliance Specialist

Michelle Stair

Technology Specialist

Katherine Sung

Operations Specialist

Mason Vrazel

Operations Specialist

Kate Thomas

Administrative Specialist

Jocelyn White

Operations Specialist

Kim Ray

Community & Client Ambassador | Promoter

Start Building the Future You Want

Your financial future starts with the choices you make today. Whether you're building wealth, preparing for retirement, or protecting your legacy, we’re here to be your trusted partner, offering thoughtful strategies and unwavering support. Let’s navigate this journey together—one step at a time.

Who We Work With

We serve clients across the U.S. with personalized strategies aligned with their unique financial journeys.

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Our Approach

Experience a client-centric process focused on financial flexibility and confidence, with strategies tailored to help you achieve what matters most.

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Contact Us

Let’s start the conversation. Whether you have questions or are ready to take the next step, our team is here to support you with personalized service and fiduciary standards of care.

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