Doceo Wealth, LLC

Mark Blaser is a financial advisor at Doceo Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Doceo Wealth and Doceo Life since 2020. His prior experience includes roles at Altruist Advisors, SeaQuest, Boise State University, Boy Scouts of America, and Centennial High School. Doceo Wealth provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trustees, and businesses. The firm utilizes a combination of actively managed model portfolios, quantitative overlays, and fundamental, technical, and cyclical analysis to manage client assets.

Reuben Mason is a CFP® professional with 18 years of industry experience, currently serving at Doceo Wealth, LLC. He previously worked for MML Investors Services LLC and MassMutual Life Insurance Company for 11 years. Outside of his advisory role, Mason is an author who sells books on Kindle and Amazon. Doceo Wealth provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trustees, and businesses. The firm employs a combination of actively managed model portfolios and rules-based quantitative overlays to implement tactical tilts within strategic allocations.

Richard Durham is a financial advisor at Doceo Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Legacy Wealth Management. Outside of his advisory role, he provides consulting and due diligence services through Doceo Capital, LLC and is an insurance broker and owner at Doceo Life, LLC. Doceo Wealth provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trustees, and businesses. The firm employs a combination of actively managed liquid securities, quantitative overlays, and tactical adjustments within strategic allocations, serving roughly 250 clients with about $242.8 million in regulatory assets under management.

Travis Higgins is a financial advisor at Doceo Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Altruist Advisors Group and Legacy Wealth Management. Outside of his advisory role, he provides consulting and due diligence services through Doceo Capital, LLC and is a licensed insurance agent offering life insurance products via Doceo Life, LLC. Doceo Wealth, LLC serves individuals, high-net-worth clients, trustees, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of actively managed model portfolios and quantitative overlays, integrating fundamental, technical, and cyclical analysis to manage tactical asset allocation.

David Johan is a financial advisor with Doceo Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has held roles at several firms including Legacy Wealth Management and Desert Rose Capital Management. Outside of advisory work, he is a managing partner at Doceo Capital, LLC, which provides consulting and due diligence services to family offices and sponsors. Doceo Wealth serves individuals, high-net-worth clients, trustees, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of actively managed model portfolios, quantitative overlays, and fundamental analysis to set tactical asset allocations and also offers specialized services such as 1031 exchange consulting.

Julie Cassatt Olsen is a financial advisor at Doceo Wealth, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Altruist Advisors Group and Legacy Wealth Management. Outside of her advisory role, she has been a Mary Kay Cosmetics consultant for over two decades. Doceo Wealth provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trustees, and businesses. The firm employs a combination of actively managed model portfolios and quantitative overlays to tailor tactical allocations and also offers specialized planning services such as 1031 exchange consulting.