Stephen Harrison is a Managing Partner and co-founder of Exeter Financial. Mr. Harrison and team provide High Net Worth individuals, families, and related entities with comprehensive and integrated wealth management services which include strategic planning, investment consulting, alternative investment strategies, single stock risk management, and estate and tax planning through professional intermediaries.

Prior to becoming a founding member of Exeter Financial, Mr. Harrison served as Managing Director, Private Wealth Management at Friedman, Billings, Ramsey (FBR). Prior to his tenure at FBR, Mr. Harrison served as Senior Vice President for The Private Bank at Bank of America and Vice President at Northern Trust.

Mr. Harrison received his Business Degree from the University of Washington.  In addition, Mr. Harrison currently has the following professional credentials:  Certified Investment Management Analyst (CIMA®), General Securities Representative (Series 7), Investment Advisor (Series 65), Uniform State Law (Series 63), General Securities Principal (Series 24), as well as Life and Health Insurance. Mr. Harrison utilizes his degrees, licenses and experience to help high net worth individuals with the complexities that come from the financial challenges of wealth.

Peter Helms is a Managing Partner and co-founder of Exeter Financial. Mr. Helms and team provide High Net Worth individuals, families, and related entities with comprehensive and integrated wealth management services which include strategic planning, investment consulting, alternative investment strategies, single stock risk management, and estate and tax planning through professional intermediaries.

Prior to becoming a founding member of Exeter Financial, Mr. Helms served as Managing Director, Private Wealth Management at Friedman, Billings, Ramsey (FBR). Prior to his tenure at FBR, Mr. Helms served as Senior Vice President for The Private Bank at Bank of America and Private Wealth Advisor at Merrill Lynch.

Mr. Helms received his undergraduate degree and graduate business degree (MBA) from the University of Arizona.  In addition, Mr. Helms has the following professional credentials:  Certified Investment Management Analyst (CIMA®), General Securities Representative (Series 7), Investment Advisor/Uniform Combined State Law (Series 66), General Securities Principal (Series 24), as well as Life and Health Insurance.  Mr. Helms utilizes his degrees, licenses and experience to help high net worth individuals with the complexities that come from the financial challenges of wealth.

Kurt Gusinde is a Managing Director at Exeter Financial. Mr. Gusinde has over twenty years of professional investment management experience. Mr. Gusinde specializes in providing comprehensive, customized investment management solutions for High Net Worth individuals, trust, foundation and endowment clients.

Prior to joining Exeter Financial, Mr. Gusinde served as a Senior Investment Manager for The Private Bank at Wells Fargo. While at Wells Fargo, Mr. Gusinde managed over $200 million for High Net Worth individuals, trust, foundation and endowment clients. Prior to his time at Wells Fargo, Mr. Gusinde served as a Senior Portfolio Manager with Banc One Investment Advisors. While at Banc One, Mr. Gusinde managed over $700 million for foundation, endowment and corporate institutional clients.

Mr. Gusinde received his Masters in Business Administration (with distinction) from The Thunderbird School of Global Management and his BA (Finance) from Oregon State University. He is a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™. Mr. Gusinde is a member of the Association of Investment Management and Research, the Phoenix Association of Financial Analysts and The Institute of Certified Financial Planners.

Paul Ohanian is a Managing Director at Exeter Financial. As an entrepreneur himself, Paul and his team help successful entrepreneurs and high net worth individuals with the complexities that come from the financial challenges of wealth. This includes investment consulting, advanced planning and relationship management. Mr. Ohanian works with a team of experts from other fields in order to solve unique situations.

Mr. Ohanian received his accounting degree from Southern Illinois University. He is a Certified Public Accountant (inactive status) and CERTIFIED FINANCIAL PLANNER™. In addition, Mr. Ohanian currently has the following securities licenses: General Securities Representative (Series 7), Options Principal (Series 4), Commodities and Futures Trading (Series 3), Investment Advisor (Series 65), Uniform State Law (Series 63) as well as Property and Casualty Insurance. Mr. Ohanian utilizes his degrees, licenses and over 25 years experience to develop innovative tax and investment strategies for his clients.

Mr. Ohanian is currently a member of the OLPH School Board as well as the former president of the Scottsdale Sunrise Rotary. Mr. Ohanian is recognized as a leading authority on investment management. His insight on such topics has been featured in the Arizona Republic, Smart Money and CNBC.

Due to the time commitment to each client, Mr. Ohanian's client base is limited in order to provide exceptional service.

James Nielsen is a Managing Director at Exeter Financial. James has served as the Chief Investment Officer of the Arizona Public Safety Personnel Retirement System (PSPRS), with assets under management in excess of $7 Billion. James served as the Fund’s Assistant Administrator beginning in October 2001 until he was named its Chief Investment Officer in July 2004. As CIO, James led an efficiently run staff that internally managed the trading and investments of the plans assets, one of only a few public funds to accept this responsibility and cost effective structure. James directly negotiated private real estate and private equity transactions with operating partners, in addition to the responsibility of allocating and trading publically traded assets, and outperformed peer institutions and benchmarks during his tenure. James left PSPRS in October 2007 to pursue other interests in the private sector. Prior to joining PSPRS, James worked in the Venture Capital industry, served as a Law Clerk to U.S. Senator Jon Kyl and worked in Arthur Andersen’s Enterprise Group.

James has served on numerous boards of advisors to private equity and venture capital firms including Mid Ocean Partners, DAG Ventures, Valley Ventures and Droplet, Inc. He has been an active member of the Economic Club of Phoenix, the National Association of Public Pension Plan Attorneys (NAPPA), and the National Association of State Investment Officers (NASIO).

James earned a B.S. and Master’s Degree in Accountancy from Brigham Young University, where he served as the School of Accountancy’s class president and was awarded the School’s International Accounting Certificate. James also earned a law degree from Arizona State University. He is a CPA and an Active Member of the Arizona Bar and Inactive Member of the Utah Bar. James also holds the Uniform Investment Adviser Law (Series 65) license.

Dorra Tang is Director of Client Solutions at Exeter Financial. Ms. Tang has extensive industry experience specifically related to private wealth management. Her responsibilities include management of service and operations, compliance administration, technical liaison, office management and human resources. Prior to joining Exeter Financial, Ms. Tang was a Senior Registered Relationship Consultant for Charles Schwab & Co. in their Institutional Division. This elite division offered superior service and operations support for High Net Worth clients managed by Registered Independent Advisors. While at Schwab, Ms. Tang developed a specialized group of Institutional International experts who provided wealth management options for offshore and non-resident clients. She is multilingual, fluent in both Cantonese and Spanish.

Ms. Tang received her Bachelor's of Science degree in Zoology/Biology from Arizona State University where she was also captain of the women's swimming team. In addition, Ms. Tang currently holds the following professional credentials: General Securities Representative (Series 7), Uniform State Law (Series 63) as well as General Securities Principal (Series 24). Ms. Tang utilizes her degrees, licenses and experience to ensure the firms operations are allowing our clients to have a successful wealth management experience.

Danielle Blauch is an Investment Analyst at Exeter Financial.  Ms. Blauch works in a team environment to analyze comprehensive, customized investment management solutions for the firms High Net Worth clients. 

Ms. Blauch graduated magna cum laude from Arizona State University. Ms. Blauch is a CERTIFIED FINANCIAL PLANNER™.  In addition, Ms. Blauch has the following professional credentials:  General Securities Representative (Series 7), Investment Advisor/Uniform Combined State Law (Series 66), as well as Life and Health Insurance, as well as Property and Casualty Insurance.  Ms. Blauch utilizes her degrees, licenses and experience to ensure that Exeter Financials High Net Worth client’s investment management needs are being met.

Lea Coates is a Senior Portfolio Administrator at Exeter Financial. Ms. Coates works in a team environment to ensure the firm’s High Net Worth client's day to day administrative needs are being met. She has extensive industry experience specifically related to Private Wealth Management. Prior to joining Exeter, Ms. Coates worked at Charles Schwab & Co, Inc. most recently taking on the role of Risk Analyst. She also specialized in Schwab’s transfer of accounts team where she managed the asset transfer and reconciliation process. Ms. Coates spent several years working for a local investment advisory firm similar to Exeter where she gained invaluable experience and knowledge about the details of managing high net worth client portfolios.

Ms. Coates attended the University of Phoenix and received a Certification in Human Resource Management. In addition, she holds the General Securities Representative (Series 7) license. She is a candidate for the Combined State Law (Series 66) designation. Ms. Coates utilizes her degree, license and experience to ensure the firms operations are allowing our clients to have a successful wealth management experience.