Process Design Capital Management LLC

James Garber is a CFA® charterholder with 23 years of industry experience. He has been with Process Design Capital Management LLC since 2014, working as part of a four-advisor team. The firm provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. Process Design Capital Management LLC employs a variety of analysis methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Mark Trumble is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Process Design Capital Management since 2017 and previously spent 16 years at Emergent Financial Group Inc. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Sean Balog is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Process Design Capital Management since 2014. Outside of his advisory work, Balog serves on the board of directors of the Clear Light Buddhist Center, an organization focused on meditation and Buddhist spiritual practice. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical techniques and investment strategies, including ERISA retirement plan services, and operates as a four-advisor team managing approximately $92 million in assets.

Elizabeth Ottersberg is a financial advisor at Process Design Capital Management LLC in Phoenix, AZ, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Process Design Capital Management since 2014. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plans. The firm offers a range of investment strategies and ERISA retirement plan services, operating as a four-advisor team with approximately $92 million in assets under management.