An Exceptional, Compassionate Team

Deep financial acumen. A team with unique experience across a wide variety of industries. We see the big picture and bring sophistication and genuine humanity to everything we do.

Alese Davis

Alese Davis

Client Concierge

We are thrilled to welcome Alese aboard as a Client Concierge. She brings a background in hospitality and looks forward to being part of a team that develops close relationships with long-term clients.

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We were clients of hers in her last position at Wework and wanted to share our experience with her stellar service skills with our community at the Porch. Alese’s personable communication style is marked by openness and empathy; she’s also highly organized, adaptable, and driven.

As a former flight attendant, she developed a passion for travel and dreams of one day living on the Amalfi coast in Italy. Alese also loves languages and studied Mandarin Chinese for seven years. When not working, she enjoys trying out new restaurants and getting in a good cardio workout.

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Brian Lloyd

Brian Lloyd

CEO and Founder

Brian is the Founder and CEO of Painted Porch. He’s a big believer in the power of unleashing human potential — his own and others’ — and that the highest goal in life is enduring happiness and fulfillment. He started his career in the world of

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New York finance, with positions in investment banking, private equity and research and portfolio management in the hedge fund industry.

While enjoying the intellectual stimulation, he found the substance and human impact of high finance seriously lacking. Leaving New York for Santa Barbara in 2001, he went to work in a coffee shop on State Street, and began coaching youth soccer.

Always trying to navigate the tradeoffs of a life of material success and the need for fulfilment and happiness, he started to explore the possibility of “AND”. What if we can have a world of financial abundance that also supports our sense of mission and purpose in life? This was also the time he officially started on the entrepreneurial path. After starting several different companies with friends, Brian took a position with a small, family-owned financial planning and wealth management firm. He went on to become managing partner and CEO, growing it from a small firm of 5 employees in Santa Barbara to a firm with over 30 employees, 5 offices and over 600 clients and potential clients under their care.

In 2019, Brian formed Painted Porch to go further. Now he’s focused on building a firm dedicated to unleashing the human potential of its team, clients, and community through the alignment of financial wellness with the conditions proven to support enduring happiness.

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Craig Shmitt

Craig Schmitt

Analyst

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As a Financial Planning Analyst, Craig plays a key role in strategy development and planning for our clients and community. Craig was born and raised in Wisconsin. As a

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recent Midwest transplant to Santa Barbara, he misses the cheese back in Wisconsin, but he certainly does not miss the snow.

Craig formerly worked in the legal field where he compassionately supported clients through many major life changes including divorce and bankruptcy. He found his work in the legal field to be incredibly rewarding, though emotionally demanding at times. Craig is really looking forward to engaging with and helping clients through his work with Painted Porch and he is quite optimistic that there will be less heartbreak in his new role.

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Dana Weymouth

Dana Weymouth

Director of Operations

Dana is the Director of Operations and leads team development. Dana has years of experience with growing teams, running CRM technology and using the EOS business model. After receiving a social science degree from Westmont College in Santa Barbara, CA.

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Dana served two years in the Peace Corps in West Africa. Most recently, Dana worked for ReviveHealth in Santa Barbara and Nashville. He spent more than 8 years working in the operations and technology department at Revive.

Dana loves coaching and playing soccer — he has coached youth club soccer for over 20 years. His favorite sports teams are the SF Giants, SF 49ers, LA Lakers, Nashville Preds, Man U and Leeds United! He has recently taken up running long distances and is excited to hit the 200 miles completed mark soon.

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Gregg Hackethal

Gregg Hackethal

Advisor

We welcomed Gregg to Painted Porch in March 2022 as a Partner and Senior Advisor and are excited to have the benefit of the insight and experience Gregg garnered managing investments for institutions, individuals, and family trusts for nearly four decades.

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A native of Denver, Gregg earned his Bachelor of Arts degree in Economics from the University of Southern California and graduated with honors from Loyola University School of Law. After growing up in a politically active family, Gregg served as the Executive Assistant to a Member of Congress and previously practiced law, specializing in taxation, estate planning, and international business transactions. He is a member of the California Bar Association and volunteers as a judge for the Santa Barbara Teen Court.

As a strong advocate of civic involvement outside of work, Gregg enjoys sharing his time and talent with the arts community, previously as a Trustee of the Santa Barbara Museum of Art, where he chaired the Investment Committee for twelve years, and currently as a Trustee of the Santa Barbara Symphony Endowment Trust.

Gregg’s community engagement has also encompassed education, health care, and substance abuse initiatives, notably as a former board member and past president of the Council on Alcoholism and Drug Abuse, a former board member of VNA Health, and currently as a member of the Investment Committee of Fielding Graduate University.

Forty-year residents of Santa Barbara, Gregg and his partner in the adventure of life, Penny, are avid world travelers, and closer to home enjoy escaping to the wilds and solitude of their ranch in the foothills of the Gaviota Coast.

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Kurt Schliemann

Kurt Schliemann

Managing Partner &
Head of Community Engagement

Kurt drives the activation, growth, and engagement of the Painted Porch community. He loves connecting with people, freely exchanging ideas, and getting to the heart of the matter. Kurt grew up in the Boston area and studied English literature at Harvard University.

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He started his career in New York City, first in marketing and then strategic consulting for financial services firms like American Express. He went on to spend the bulk of his career developing and leading sales organizations in the fintech and institutional investment space, most recently with JPMorgan. He loved the camaraderie and pace he experienced in the worlds of sales and finance, but oftentimes found that the relationships he formed were too transactional, standing in the way of genuine connection. So, he decided to seek more.

Following a 3-year stint in the world of communications and PR consulting, Kurt joined his close friends James and Brian to help grow Painted Porch’s mission and reach. He was driven by the aspirational vision of the company and its truly transformational approach to helping people. Outside of work, Kurt can be found on the golf course with his wife, Kat, or hiking and biking through the wilderness and catching lizards with his two children, Theo and Josie.

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Lauren Hill

Lauren Hill

Client Concierge

Lauren is a Maryland native, who resides in sunny Los Angeles. She studied International Affairs and Business at Florida State University. Before coming to the Porch, she held a client-facing position in public health. She is excited to be a part of demystifying finance and empowering our community. 

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As an avid learner and careful assistant, Lauren is a wonderful asset on our client team. Outside the office, she is an accomplished actress on the stage and the screen. She studied at the New York Conservatory for Dramatic Arts and notably appeared in the play “White People Drinking.” She is fascinated by the power of art to expose truth through artifice.

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Mark Bachman

Mark Bachman, CFA

Associate Advisor

Hailing from a small farm town in Kansas, Mark studied business at Wichita State before beginning to work in corporate finance. As he looked at the career path ahead, he knew he wanted to make a change.

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He stumbled upon Painted Porch: “It was like nothing I’d ever seen before,” he said. Mark had always avoided asset management because sales is so pervasive in that field.

He wanted to help people, not sell to them. He’d long offered financial advice to friends and family, sharing the insights of his passion and professional experience. We are very pleased to welcome him as an Associate, on the development path toward Advisor.

Mark is easygoing and down-to-earth, yet also adventurous. World travel is one of his great interests. So far, he has checked Greece, Spain, Portugal, and Costa Rica off the bucket list. As an enthusiastic golfer, he hopes to visit greens around the globe. In the meantime, he focuses on health and happiness, living in the moment surrounded by people he enjoys.

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Megan van den Bergh

Megan van den Bergh

Advisor

Meg was an outsider to the wealth management industry a decade ago, but quickly rose through the ranks and became a partner at her prior firm after just 6 years. Even though her roles started off as largely behind-the-scenes, she developed a

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love (some would say obsession) for personal finance and earned her Certified Financial Planner certificate in 2016.

Meg is someone who loves to dig ten layers deep and think ten steps ahead. While the technical aspects of financial planning can be rewarding on their own, helping people get from point A to point B as safely and efficiently as possible is where she derives a lot of joy. Ultimately, Meg sees her craft as a tool for social good. When money no longer needs to be part of our survival equation, we can turn our attention outward to the communities around us and unapologetically pursue a better world.

She lives in Bend, Oregon with her husband, Zsolt, and enjoys kayaking, knitting, reading, and eating spicy food with a frosty glass of beer.

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Tatiana Woroch

Tatiana Woroch

Senior Client Concierge

It is our privilege to welcome Tatiana to Painted Porch as a Senior Client Concierge. Her positive energy, drive for efficiency, and extensive experience with account administration are in daily evidence.

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Tatiana is a critical thinker who challenges herself and her teammates to improve. She is an excellent mentor to junior colleagues; she also leverages her experience as a project contributor. Most important to her is the sense of cultural fit at Painted Porch, with its genuine character and holistic approach.

Tatiana started out in the hedge fund industry but she realized that wasn’t right for her. She packed a car and drove from her native New York to southern California, ready to reinvent herself. Much to our good fortune, she found her way in the advisory world. Beyond the professional sphere, Tatiana is an outdoorsy type who loves skiing, snowboarding, hiking, and camping. She’s a mom of two little ones and, with her husband, is a new homeowner in Bakersfield, California.

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Tim Lindvall

Tim Lindvall, CFA

Advisor

As a career-changer with decades of finance and investment experience, Tim is on the advisor track at Painted Porch. Prior to joining Painted Porch, Tim spent seven years as portfolio manager at Gideon Asset Management, a Millennium

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Management portfolio company. While there, he was responsible for fundamental company analysis, portfolio construction, and risk management. Prior roles include ten years as a portfolio manager at AIG and PineBridge Investments, where he focused on investing in high yield bonds. Tim began his career in private equity and private lending to small- and mid-size companies.

Having spent almost his entire career managing money for institutions — which often entailed being engaged in a zero-sum “battle” against other funds, brokers, and even company management at times – Tim came to Painted Porch with a desire to create positive impact for people. He is excited by the idea of using his skills and doing what he loves to help solve problems for clients, provide more security and balance for them and their families, and help them to achieve their best life.

Tim loves to spend time with his wife Tracy, and their five children. His week is filled with supporting their extracurricular activities and sports (basketball and Friday Night Lights Texas football). He earned an MBA from the Wharton School at the University of Pennsylvania and his BBA and BS from Southern Methodist University. Tim holds the Chartered Financial Analyst designation.

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Zachary Philipp

Zachary Philipp

Analyst

Zach grew up in Illinois where he earned his master’s degree in Accountancy. He has previously worked for several manufacturing companies, holding a number of roles from machine operator to corporate accountant.

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During his career Zach became deeply interested in financial planning and personal finance. He is excited to be at Painted Porch where he can leverage his analytical and budgeting experience to help individuals achieve personal and financial success.
 
Outside of work Zach enjoys outdoor activities including camping, fishing, and hiking. Being in nature reminds him of his small hometown and the placidity that comes with it. When he is inside, Zach loves trying new foods and cooking everything from biscuits to cioppino.

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We are a mission-driven firm, focused on bringing positive change to the financial planning and wealth management landscape. We are  always looking for growth-oriented individuals who love using their brain and talent to help others.

If you are interested in speaking with us about a position, please email or send your CV to info@paintedporchadvisors.com.

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