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.

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.

Iman Tommy-Kephart is a Senior Client Associate at Exeter Financial. Ms. Tommy-Kephart 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. Tommy-Kephart worked at Charles Schwab & Co, Inc. as a registered relationship specialist in the Four Corners Institutional Service Group. She specialized in providing superior support to help investment advisors attract and retain affluent clients through knowledge sharing, efficiency training and education of services and products. Ms. Tommy-Kephart also spent 11 years working for Wells Fargo Bank in the private client sector as well as in the Risk and Fraud Department where she gained invaluable experience and knowledge regarding maintaining customer service and audit quality standards.

Ms. Tommy-Kephart holds a Bachelors of Science degree in Accountancy and Finance from Arizona State University. In addition, she holds the General Securities Representative (Series 7) license and is a candidate for the Uniform Combined State Law (Series 66) license. Ms. Tommy-Kephart utilizes her degree, licenses and experience to ensure the firms operations are allowing our clients to have a successful wealth management experience.