Sapient Private Wealth Management, LLC

Gregory Erwin is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, offering investment management and comprehensive wealth management services. The firm manages both retail and institutional accounts with approximately $1.347 billion in discretionary regulatory assets under management as of the end of 2024.

Dina Ahten is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm manages both retail and institutional accounts, offering customized portfolio management that includes separately managed accounts, mutual funds, ETFs, and fixed-income instruments.

John Flaxel is a financial advisor at Sapient Private Wealth Management, LLC in Eugene, OR, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Sapient since 2011. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans by providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm offers discretionary portfolio management with customized asset-allocation plans and employs a process that includes liquidity assessment, risk tolerance evaluation, ongoing rebalancing, and tax and estate coordination.

Sandra Sperry is a CFP®-certified financial advisor at Sapient Private Wealth Management, LLC with 19 years of industry experience. She has been with Sapient since 2011. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management, comprehensive wealth management, personalized cash flow management, and ERISA Section 3(38) investment manager services for 401(k) plans. Sapient manages both retail and institutional-type accounts and offers customized asset-allocation plans using a variety of investment vehicles and third-party platforms, emphasizing discretionary portfolio management and ongoing rebalancing.

Jacob Eld is a CFA® charterholder with eight years of experience at Sapient Private Wealth Management in Eugene, OR. Prior to joining Sapient in 2018, he worked for three years at the University of Oregon Foundation. He serves on the board of directors for the Oregon Community Credit Union, where he provides input on business affairs. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans with investment management, comprehensive wealth management, and ERISA Section 3(38) fiduciary services. The firm offers customized discretionary portfolio management using a range of investment vehicles and emphasizes ongoing rebalancing and tax- and estate-coordination as part of its fee-only advisory model.

Sean Ritchie is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Sapient Private Wealth Management since 2019 and previously spent ten years at Harry Ritchies Jewelers. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, offering investment management and comprehensive wealth planning services. The firm manages both retail and institutional accounts with a discretionary portfolio management approach that includes customized asset allocation, ongoing rebalancing, and tax- and estate-coordination.

Sarah Skortman is a financial advisor with Sapient Private Wealth Management, LLC, holding a Series 65 credential and three years of industry experience. Before joining Sapient in 2022, she worked at Remax Integrity and was involved with JAJ Enterprises, LLC for eight years. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment and comprehensive wealth management services. The firm manages both retail and institutional accounts with a discretionary portfolio management approach that includes customized asset allocation and ongoing rebalancing.

Hunter Anderle is a financial advisor with Sapient Private Wealth Management, LLC, holding a Series 65 credential. He has experience working with Sapient since 2022, including a prior role at RBC Wealth Management. His background also includes positions outside of finance, such as work at Bigfoot Beverages and teaching roles at the University of Oregon and local schools. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management and comprehensive wealth services. The firm manages both retail and institutional accounts, offering discretionary portfolio management with customized asset allocation and specialized ERISA 3(38) fiduciary services.

Laura Chen is a financial advisor at Sapient Private Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Dynamo Software and the University of Oregon Foundation. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans by providing investment management, comprehensive wealth management, and ERISA Section 3(38) investment manager services for 401(k) plans. The firm offers discretionary portfolio management with customized asset-allocation plans and integrates tax- and estate-coordination within its fee-only advisory model.

Alexander Erwin is a financial advisor at Sapient Private Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Legacy Financial Services and Wells Fargo Home Mortgages. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, offering investment and comprehensive wealth management services. The firm manages both retail and institutional accounts, employing discretionary portfolio management with customized asset-allocation plans and specialized ERISA 3(38) plan fiduciary services.

Ross Anderle is a CFP® professional with 22 years of experience in financial advising. He has been with Sapient Private Wealth Management, LLC since 2014. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management and comprehensive wealth management services. Sapient focuses on discretionary portfolio management with customized asset allocation and coordinated tax and estate planning as part of its fee-only advisory model.

Mitchell Lewis is a CFP® professional with seven years of industry experience, currently serving at Sapient Private Wealth Management, LLC since 2017. His background includes roles at Linfield College and Hop Valley Brewing Co. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, offering comprehensive wealth management and investment services with approximately $1.347 billion in discretionary assets under management. The firm provides customized portfolio management using a variety of investment vehicles and emphasizes ongoing rebalancing, tax, and estate coordination as part of its fee-only advisory model.

Dennis Konrady is a financial advisor with Sapient Private Wealth Management, LLC in Eugene, Oregon. He holds a Series 66 credential and has 25 years of industry experience, including 16 years at Merrill prior to joining Sapient in 2016. Outside of his advisory role, he serves as a board member for Lane County Youth for Christ. Sapient Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and ERISA plans, providing investment management and comprehensive wealth management services. The firm manages both retail and institutional accounts with a discretionary portfolio management approach that includes customized asset allocation and ongoing rebalancing.