Exeter Financial, LLC

Christopher Klein is a CFP® and CFA® with 12 years of industry experience. He has been with Exeter Financial, LLC since 2020, following roles at USAA Investment Management Company and related USAA financial planning and advisory entities from 2013 to 2020. Exeter Financial, LLC provides comprehensive wealth and portfolio management to high-net-worth individuals, families, trusts, and related entities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies supported by fundamental, technical, and economic analysis, while also employing tactical tools such as option strategies and third-party sub-advisors when appropriate.

Gary Beveridge is a financial advisor at Exeter Financial, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Nationwide Advisory Services, Inc. and Orien I Company Holdings, Inc. Beveridge is involved in insurance sales, offering life, health, disability, annuities, long-term care, and property casualty products. Exeter Financial, LLC provides wealth and portfolio management services primarily to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes a long-term, buy-and-hold investment approach combined with fundamental, technical, and economic analysis, and employs tactical strategies such as options and private placements when appropriate.

Peter Helms is a financial advisor with Exeter Financial, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Exeter Financial since 2007 and was previously with Bma Securities from 2008 to 2016. Outside of his advisory role, Helms is the managing member and consultant of H2Global LLC, a business consulting firm, and co-founder and CEO of ZipSit, Inc., a technology company offering an on-demand sitting service. Exeter Financial LLC provides wealth and portfolio management services to high-net-worth individuals, families, trusts, and related entities, focusing on long-term investment strategies combined with tactical tools such as options and private placements. The firm often manages client assets on a discretionary basis and integrates coordinated estate and tax planning with other professional advisors.

Kurt Gusinde is a CFP® and CFA® with 17 years of industry experience, currently serving at Exeter Financial, LLC since 2008. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Exeter Financial LLC provides comprehensive wealth management and portfolio management services to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes a long-term, buy-and-hold investment approach complemented by tactical strategies such as options and private placements, managing approximately $366 million in assets across about 80 clients.

Stephen Harrison Jr. is a financial advisor with Exeter Financial, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Exeter Financial since 2007 and at BMA Securities since 2008. Outside of his advisory role, he is co-founder and CEO of Zipsit, Inc., a technology company providing on-demand sitting services, and serves as managing member and consultant of H2Global LLC, a business consulting firm. Exeter Financial LLC provides comprehensive wealth and portfolio management services to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes long-term, buy-and-hold investment strategies combined with fundamental, technical, and economic analysis, and employs tactical tools such as option strategies and private placements when appropriate.