Sean Gabrio is a Senior Partner with The Pacific Wealth Group. With over 24 years of industry experience, Sean has earned the titles Senior Vice President, Private Wealth Advisor, and Senior Portfolio Manager. Employing a consultative approach, he works with a select group of high net worth individuals and families addressing major concerns such as wealth preservation, tax management, legacy planning, asset protection, and philanthropy. Additionally, he has assisted a number of closely held business owners successfully navigate the complex issues surrounding the marketing and sale of their businesses.

Sean obtained the Certified Investment Management Analyst^SM (CIMA®) designation, via an intensive course and exam process that emphasizes investment knowledge, ethics, and objective investment advice. He is a member of the Investment Management Consultants Association and has helped the team achieve a top ten ranking for Oregon Advisors from the Oregon Business Magazine and is listed in the Portland Business Journal as one of Portland’s top Wealth Advisors. Sean is widely recognized as one of the leading Private Wealth Advisors in the Oregon Market.

Sean and his wife Leslie, celebrating 21 years together, have two children. Originally from Spokane, Sean moved to Eugene where he graduated from the University of Oregon. Historic Northeast Portland is the Gabrio's current residence. Sean is a strong believer in giving back to the community he lives in, and is actively involved with several local charities in addition to being the President of the Board of Directors for Elevate Oregon.

Registered States:
AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WY

Jim Mead is a Senior Partner with The Pacific Wealth Group, focusing primarily on investment and wealth management strategies for high net worth individuals and foundations. With over 28 years of experience in the industry, he has earned the titles Senior Vice President, Wealth Advisor, and Senior Portfolio Manager. Located in the team's Bend, Oregon office, he currently holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst^SM (CIMA®) designations. As a Certified Financial Planner™ (CFP®), Jim is committed to high ethical standards and adding value to each step in the financial planning process, leveraging his financial knowledge and customizing it to each client's needs. His memberships in the Financial Planning Association and Investment Management Consultants Association are also important to Jim, as a way to further the industry's professionalism and expertise. Jim and The Pacific Wealth Group are frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten.

Jim and his wife Kim are celebrating 23 years together, and have three children. Originally from the San Francisco area, Jim graduated from the University of San Diego before spending the last 20 years in Bend, Oregon. Whether it involves snow skiing, wakeboarding, hunting, mountain biking, or community involvement, Jim is on the go, taking full advantage of all that Central Oregon has to offer, while appreciating his responsibility to give back to the community he calls home.

Registered States:
AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WY

Scot Berryman is a Senior Partner with The Pacific Wealth Group in our Eugene, Oregon office specializing in overall financial planning, wealth transference, and asset allocation strategies. With over 21 years of industry experience, Scot has the titles of Senior Vice President, Wealth Advisor, and Senior Portfolio Manager within the UBS platform. Because of Scot's unique skill at communicating complex financial terms in simple English, he has built a reputation as the person to talk to when complicated financial issues need to be explained or taught. Scot holds both the Certified Financial Planner TM (CFP®) and Certified Investment Management Analyst SM (CIMA®) designations, in addition to being an active member of the Financial Planning Association and Investment Management Consultants Association.

Originally from the Ojai, California area, Scot, his wife Francine, and their three children moved to Oregon 23 years ago. Scot is a Cum Laude graduate of Cal Poly, San Luis Obispo, where he earned a Bachelor of Science degree in Agribusiness. His further education comes from the College of Financial Planning in Denver, and the CIMA curriculum from the Wharton School through IMCA. Scot and The Pacific Wealth Group are frequently acknowledged by Oregon Business Magazine as top advisors, and were recently recognized in the top ten.

Active community involvement is important to the Berrymans, and Scot and Francine are highly involved with several causes in the Eugene area. In his spare time, Scot can be found riding his Harley along the picturesque scenic highways of the beautiful Western US. When not cruising on his bike, Scot can be found on the golf course, working diligently to maintain his 5 handicap.

Registered States:
AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WY

Jay has focused solely on advising ultra high net worth clients and family offices for more than seventeen years. He specializes in alternative investments and balance sheet management. He received his B.A. in Political Science with a minor in Economics from Texas A&M. Jay lives in Memphis, Tennessee with his wife, Susie, and two labs Ellie and Gilmore. He travels between Memphis, New York and the West Coast for both business and to see his three children, Allie (Brooklyn), Harrison (Palo Alto), and Julia (Manhattan). In his free time he enjoys cycling, traveling with his family, attending his son's track meets, hunting and cooking in his outdoor kitchen.

Registered States:
AK, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MS, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY

Phoenix is a Senior Registered Client Service Associate and joined the Pacific Wealth Group in 2018. She works directly with Jeff Weiler in our Lake Oswego, Oregon office. Phoenix has six years of experience in wealth management and currently holds the FINRA Series 7, Series 66, and Life and Variable Insurance licenses.

Phoenix is an Oregon native. She and her husband Per enjoy exploring all the outdoor activities the Pacific Northwest has to offer.

Registered States:
AZ, CA, CO, GA, HI, IL, IN, KY, MA, MI, MN, NV, OR, SC, TX, WA