The Porch-wealth advisors
Join us, your friendly wealth advisors and big dorks, as we delve into finances, life, and all the nitty-gritty in between.
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The Behavior Gap
Markets shift, data evolves, and economic conditions vary. However, one of the most reliable forces influencing long-term investment results is something much more personal: how investors respond to those shifts. This phenomenon is often called the Behavior Gap, and understanding it is a crucial part of how we support our clients.
Market volatility and extended growth cycles
We’re launching a series of deep-dive discussions where we pull back the curtain on our Investment Committee. Before we drop our first full roundtable episode, we want to introduce you to the voices (and the specific “nerd-level” expertise) behind your financial strategy.
Get to Know Devon Frazier
For Devon, financial planning is more than numbers. It’s clarity. It’s alignment. It’s helping people see where they are so they can move forward with confidence.
Get to Know Alese Lepore
There are many aspects of Alese’s expertise that make her exceptional at her job, but to her, the most rewarding part is the peace of mind she provides to clients. This peace of mind can help lead to client breakthroughs.
Get to Know Brett Reeves
“It always struck me that Painted Porch had so much more of a human component to it. So many of the interactions we had felt more like therapy sessions than financial discussions. With my background in psychology and a genuine interest in how to help people with their issues, I was a good fit for Porch and what we do here.”
After transitioning from a rewarding career in the wine industry, Brett found Painted Porch as a way to pursue what he loves while connecting with others.
Get to Know Brian Lloyd
“Ask what makes you come alive, and go do it. Because what the world needs is people who have come alive.”-H. Thurman. The outset of Brian’s journey wasn’t about hugs. He built his career in New York finance, including investment banking, private equity, and hedge fund management. While he loved the intellectual challenges and environment of Wall Street, he found the focus of the work, compounding money for the sake of more money, lacking deep intrinsic reward.
Get to Know Eric Toubin
Eric’s daily routine involves client interactions, from plan updates to financial scenarios. The operations team manages plan execution, letting Eric focus on supporting clients and answering questions. This teamwork makes financial planning collaborative, leading to breakthroughs.
Get to Know Tim Lindvall
As a Financial Advisor, Tim’s path to Painted Porch was a bit different than most—he actually started as a client. While going through the planning process himself, he found himself drawn to the way the team worked and the impact they had on his own financial outlook. That firsthand experience gave him a deep appreciation for the “Painted Porch way,” and eventually, he decided he wanted to be the one helping others navigate that same journey.
Get to Know Tatiana Woroch
Tatiana’s journey to Porch began with her long-standing relationship with Brian Lloyd. Having worked with Brian for nearly a decade, Tatiana describes how their trust and shared values led her back to Painted Porch when she was ready for a transition. Knowing that she wanted to help foster a supportive environment that boosted professional growth, Porch was a great fit for Tatiana’s goals and her career.
Get to Know Craig Schmitt
Our journey at Painted Porch began in 2019, and since then, our team has flourished. Born and raised in Wisconsin, Craig has always had a knack for helping people and building connections. In his 5+ years at Painted Porch, Craig has made a huge impact by building relationships with clients and serving as a leader internally.
Get to Know Nick Thanaet
Our journey at Painted Porch began in 2019, and since then, our team has flourished. With each passing year, we’ve welcomed new faces, fresh energy, and innovative ideas that continually strengthen our commitment to you.
Get to Know Grace McClellan
Our journey at Painted Porch began in 2019, and since then, our team has flourished. With each passing year, we’ve welcomed new faces, fresh energy, and innovative ideas that continually strengthen our commitment to you.