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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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.
Get to Know Justin Vlaanderen
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 the Faces Behind Painted Porch
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.
What If Joy Is the Whole Point?
Life takes unexpected turns — your financial plan should, too. Learn how Painted Porch Advisors helps you prepare for life’s surprises.
An Unexpected Path to Wealth
Life takes unexpected turns — your financial plan should, too. Learn how Painted Porch Advisors helps you prepare for life’s surprises.
Finding Your Path to Wealth
Chart your unique financial journey with expert guidance from Painted Porch Advisors. Discover strategies for finding the right path to achieve your goals.