Painted Porch Advisors LLC

Zachary Philipp is a CFP® professional at Painted Porch Advisors LLC with five years of experience at the firm. His prior roles include positions at Caterpillar Inc., Western Illinois University, and John Deere. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and offers discretionary portfolio management, financial planning, retainer arrangements, and bespoke consulting services.

Timothy Lindvall is a CFA® charterholder with four years of industry experience. He has worked at Painted Porch Advisors LLC since 2021 and previously spent eight years at Gideon Asset Management, a Millennium Platform Company. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and emphasizes diversified buy/hold and rebalancing strategies alongside active selection of individual securities and long-term financial planning.

Eric Toubin is a CFA® charterholder with 24 years of industry experience. He is currently with Painted Porch Advisors LLC, where he has worked since 2024. Prior to that, he spent eight years at Stifel, Nicolaus & Company, Incorporated. Painted Porch Advisors LLC provides integrated wealth management to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm employs a team of nine advisors managing approximately $518 million in client assets, with investment strategies that emphasize diversified buy/hold and rebalancing approaches alongside discretionary portfolio management and long-term financial planning.

Devon Frazier is a financial advisor at Painted Porch Advisors LLC in Santa Barbara, CA, holding a Series 65 designation. He has been with Painted Porch Advisors since 2025 and has prior experience working for Nike from 2013 to 2025. Outside of advising, he is a co-owner of Pro-Knot, a family business that sells instructional knot tying cards for fishing and outdoor activities. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and bespoke consulting with a focus on diversified buy/hold strategies and private fund sponsorship.

Katharine Newell is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Painted Porch Advisors LLC since 2025 and previously held roles at JPMorgan Chase and Dimensional Fund Advisors. Newell also spent two years at the University of Texas at Austin McCombs School of Business. Painted Porch Advisors LLC provides integrated wealth management to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and employs a primarily diversified buy/hold investment approach supplemented by discretionary portfolio management, financial planning, and consulting services.

Dale Cockrell is a financial advisor with Painted Porch Advisors LLC in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Painted Porch Advisors in 2025, he worked for 16 years at RBC Capital Markets Corporation. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, employing diversified buy/hold and rebalancing strategies alongside discretionary portfolio management and bespoke consulting services.

Craig Schmitt is a financial advisor at Painted Porch Advisors LLC in Santa Barbara, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Richard B. Jacobson & Associates, LLC and Unison Credit Union. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and employs a primarily diversified buy/hold investment approach combined with discretionary portfolio management and bespoke consulting services.

Gregg Hackethal is a financial advisor at Painted Porch Advisors LLC in Santa Barbara, CA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously operated his own investment counsel practice from 2009 to 2022 before joining Painted Porch Advisors. Painted Porch Advisors provides integrated wealth management to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, focusing on diversified buy/hold and rebalancing strategies alongside discretionary portfolio management and bespoke consulting services.

Brian Lloyd is a financial advisor at Painted Porch Advisors LLC with 16 years of industry experience. He holds the Series 65 designation and has worked at Painted Porch Advisors since 2019, following a 12-year tenure at West Coast Financial, LLC. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, retainer arrangements, and bespoke consulting services.

Carson Hansen is a financial advisor with Painted Porch Advisors LLC in Santa Barbara, CA, holding a Series 65 credential. He has been with Painted Porch Advisors since 2023 and has prior experience at Campus Advantage and the University of Oregon. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and specialized consulting, including management of proprietary private funds for accredited investors.

Nicholas Thanaet is a financial advisor at Painted Porch Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Cappuccino Financial, Commonwealth Financial Network, and LPL Financial. Painted Porch Advisors LLC serves individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, retainer arrangements, and bespoke consulting services.

Kurt Schliemann is a financial advisor at Painted Porch Advisors LLC with 20 years of industry experience. He has held positions at JP Morgan Securities LLC and Trailrunner International before joining Painted Porch Advisors. Outside of his advisory role, he serves as an investor and business advisor for UNITY COLLAB, a charity organization based in Southlake, TX. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and specialized consulting, including proprietary private funds for accredited investors.

Justin Vlaanderen is a CFP® with five years of industry experience, currently serving as an advisor at Painted Porch Advisors LLC. His prior experience includes roles at Maia Wealth, LLC, West Coast Financial, LLC, Colorado Wealth Group, Blackstone Financial Group, and NorthWestern Mutual. He also spent six years at Colorado State University. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and offers discretionary portfolio management, financial planning, retainer arrangements, and bespoke consulting services.