Our Team
Confido
Confido [konˈfi.do] verb: From the Latin con- (“with, together”) + fīdō (“trust; rely upon”).
1. to be confident or assured of; 2. confide in; 3. believe; 4. trust; 5. place or put confidence in; 6. rely upon
Sam Boyd, CFP®
Founder and President
Vivienne Staple-Sinclair
Executive Assistant
Additional Support
Confido Advice & Investments partners with Mariner, which gives our team access to experienced tax, trust, estate planning, investments, retirement planning, and insurance professionals. We’ll bring these teams in when needed to offer you a comprehensive wealth plan. Mariner also provides us with IT, compliance, and operational support, which frees us up to spend less time on day-to-day operations and more time working with valued clients like you to help you reach your goals and aspirations.
Financial Planning
Mark Harris, CFP®
Vice President of Strategy, Wealth Advisor, Mariner
Portfolio Management
Oswaldo Simental
Manager, Portfolio Management, Mariner
Aderemi Adeyemo
Senior Analyst, Portfolio Management, Mariner
Tax
Ryan Drake, CPA®
Director, Tax Planning & Preparation, Mariner
Estate Planning
Scott Luhnau, JD, CTFA®
Vice President, Multi-Generational Wealth Planning, Mariner
Portfolio Consulting
Jeremy Olen, CFA®
National Managing Director, Mariner
Joel Gourdin, CAIA®
Vice President, Portfolio Consulting, Mariner
Tim Baumert
Vice President, Investments, Mariner
Chris McLeod, AIF®
Vice President, Trading Operations, Mariner
The Mariner associates listed are not employees of Confido Advice & Investments. They are employees of Mariner and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information refer to https://www.marinerwealthadvisors.com/legal/.