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.

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 from the University of Arizona.

Beth Sexworth is a Partner, Chief Investment Officer and co-founder of Exeter Financial. Prior to joining Exeter Financial, Beth was Senior Vice President of Investments, Private Wealth Management, Friedman, Billings, Ramsey (FBR). Prior to her time at FBR, Ms. Sexworth served as National Chief Investment Officer for JP Morgan’s Private Client Services and head of the Private Client Investment Advisory Group. This group was dedicated to due diligence on external products offered, client portfolio performance reporting, proposal support, educational materials and general private client-related investment research.

Previously, Ms. Sexworth was in charge of a similar group at Arthur Andersen, where she served on the Arthur Andersen Financial Advisors Advisory Board and Investment Committee, as well as serving as Chief Compliance Officer. Ms. Sexworth began her career at Andersen providing tax, investment and other financial advice to private clients and not-for-profit organizations.

Ms. Sexworth received her Master’s of Professional Accounting in Taxation at The University of Texas at Austin and her BBA in Finance from Baylor University. She is a Chartered Financial Analyst, a Certified Financial Planner™ and a Certified Public Accountant.

Paul Ohanian is a Managing Director at Exeter Financial. Mr. Ohanian 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.

Mr. Ohanian received his accounting degree from Southern Illinois University. He is a Certified Public Accountant (inactive status) and Certified Financial Planner™ who has spent his entire career developing innovative tax and investment strategies for clients. Mr. Ohanian is 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.

Glenn Williamson is the Managing Director of Investment Banking at Exeter Financial. Mr. Williamson has extensive of international private equity experience and 20 years of CEO experience including taking 5 of his technology based start up company’s public either in Canada or in the United States. Mr. Williamson has relationships across Asia, Europe and Canada in the institutional financial markets.

Mr. Williamson sits on multiple public and private company boards. Mr. Williamson is Founder of the Canada Arizona Business Council (CABC) a non-profit Arizona Corporation whose purpose is to promote increased bilateral trade and investment between Canada and Arizona. Mr. Williamson is an Honorary Commander at Luke U.S. Air Force Base in Arizona.

Kurt Gusinde is a Senior Vice-President and Senior Investment Manager 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.

Dorra Tang is Director of Client Solutions at Exeter Financial. Ms. Tang has extensive industry experience specifically related to Private Wealth Management. Prior to joining Exeter Financial, Ms. Tang was 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.

Danielle Blauch is an Analyst at Exeter Financial. Prior to joining Exeter, Ms. Blauch provided support to a team of residential mortgage lenders in Phoenix, Arizona. While there, she assisted in product shopping, interest rate locking, and processing.

Ms. Blauch graduated magna cum laude with a degree in Education from Arizona State University.

Debbie Hall is an Associate at Exeter Financial. Prior to joining Exeter, Mrs. Hall worked at a firm in Houston, Texas, where she was Chief Compliance Officer for a 1.5 billion dollar Investment Advisory firm. Mrs. Hall has over 20 years of industry experience working within a team to help assist people achieve their personal financial goals and objectives. Mrs. Hall attended the University of Phoenix.