Investment Advisors are your primary connection to us. Your advisor is your first resource for personal advice and your link to the many resources within StanCorp Investment Advisers.
John Wyckoff, CPA/PFS, CFP®
Portland, Oregon
John has been providing personal financial planning and investment advice for almost 10 years, and his experience includes more than 30 years as a CPA. John is a Certified Financial Planner® and holds a Personal Financial Specialist designation. He has a degree in Sociology and an MBA from the University of California, Berkeley and a Master of Taxation degree from Portland State University.
While John provides financial planning and investment management in the Portland office, he has a network of advisor peers throughout the country. Each has unique experience and expertise and they freely share their expertise with one another.
Cheryl Bott, CFP®
Tampa, Florida
“I have been with Florida Financial Advisors, Inc. for more than 25 years before joining StanCorp Investment Advisers in 2010. After working for many years as a Registered Paraplanner, I became a Certified Financial Planner® professional in 2007 and am now putting my years of experience and knowledge to work as the Senior Investment Counselor in the Tampa office.
I work with individuals and families in the Southeast United States developing comprehensive financial plans and investment management strategies. My goal is to help clients reach financial independence and security through objective, fee-only advice. After working with many of my clients for more than 20 years, I am considered “family” by many, a source of pride and motivation to continue to always put clients’ interests ahead of my own.”
Doug Behrmann, CEBS
Indianapolis, Indiana
Doug was with Redwood Investment Advisors for ten years prior to joining StanCorp Investment Advisers. His primary focus has been on serving private investment clients and retirement plans. Doug’s background of more than 25 years has provided him with a broad perspective of the investment and pension field. Doug has earned the Certified Employee Benefit Specialists (CEBS) designation and holds the Group Benefits Associate and the Retirement Plan Associate designations. Doug holds both a bachelor’s and master’s degree from Indiana University Kelley School of Business. He is actively involved in his community, serving in leadership roles on various boards.
Jon Bettis, CFP®, CRPS®
Encinitas, California
Jon has been a financial advisor and consultant for more than 20 years, with experience at Bank of America and Washington Mutual. He is a Certified Financial Planner® and Certified Retirement Plans Specialist and holds a master’s degree in Taxation from National University. Jon has earned a reputation for building successful long-term client relationships. Jon is also a Major in the U.S. Marine Corps Reserves.
Kristie D. Cahill, CFP®
San Francisco, California
Kristie D. Cahill, CFP®, is a financial professional with 10 years of experience working with affluent clients to develop wealth preservation strategies. She is committed to being an advocate for her clients and helping them achieve and maintain financial independence. Kristie began her career as a Financial Advisor with Morgan Stanley in San Francisco, CA and most recently served as a Registered Client Service Associate at Morgan Stanley Smith Barney. Prior to that, she was an Associate Financial Advisor at Ameriprise Financial Services, Inc.
Kristie is a graduate of California State University Fresno where she earned a Bachelor of Arts degree. She is a Certified Financial Planner™ professional, a member of the Financial Planning Association and is pursuing her Certified Investment Management Analyst designation (CIMA).
Erin Eddins, CFP®, ChFC®
Erin has more than 20 years of experience in investment and retirement planning services with an emphasis on retirement planning. Prior to joining StanCorp Investment Advisers, she was Vice President and Manager of Investment Services for Investmart, where she led a team that managed more than $4 billion in client assets.
Native to the Pacific Northwest, Erin graduated from Seattle University with a degree in Business Administration. Erin is a Chartered Financial Consultant®, a member of the Financial Planning Association (FPA) and a Certified Financial Planner® professional.
Michael Kappes
Michael has worked in the financial services industry for more than 15 years. Prior to joining StanCorp Investment Advisers in 2005, Michael was a Financial Advisor at a boutique financial planning firm in Bellevue, Washington, where he developed financial and retirement plans for his clients. In addition to experience at TD Waterhouse and Charles Schwab, Michael was a principal of his own advisory firm.
A native of the Northwest, he holds a bachelor’s degree in Business/Hospitality Administration from Washington State University and is a former Captain in the U.S. Army. Michael is a member of the Financial Planning Association and active in various outreach programs in his community.
Paul J. Messiter, CFP®, CIMA®
Ann Arbor, Michigan
Paul began his career as an auditor for a large national accounting firm. For the last 16 years, he has been working with individuals to develop personal wealth management strategies. Paul worked extensively to develop and manage corporate retirement plans and individual wealth management programs, with an emphasis on portfolio and risk management. Prior to joining StanCorp Investment Advisers, he served as a Vice President for Tisch Investment Advisory Incorporated. He holds a Bachelor of Business Administration from Ohio State University and an MBA from Eastern Michigan University.
Fernando L. Ortiz, CFP®
Ann Arbor, Michigan
Fernando L. Ortiz is a Senior Investment Adviser with StanCorp Investment Advisers. He began his career as a securities broker with a large national firm in 1987. In 1992, he joined TIAA-CREF as a personal financial consultant and later became a wealth management advisor to university retirement plan participants. In addition to his professional duties, from 2001 to 2004, Fernando was an adjunct professor of financial planning at Oakland University. He has been a featured speaker with the Financial Planning Association of Michigan “Speaker’s Bureau,” and has participated in developing test questions for the national Certified Financial Planner Exam through the Certified Financial Board of Standards. He has also been an instructor for financial classes at Daimler-Chrysler. Fernando has the Certified Financial Planning, CFP®, designation and is a member (and past board member) of the Financial Planning Association of Michigan.
Matthew S. Moses, CFP®
Ann Arbor, Michigan
Matt Moses has been serving high net worth clients since obtaining a bachelor’s degree in finance with a focus on personal financial planning. Prior to earning his Certified Financial Planner® certification he supported the advisors at Tisch Investment Advisory by preparing financial plans and rebalancing client portfolios. Working as a financial planner at Plante Moran Financial Advisors allowed Matt to build holistic personal relationships with his clients, providing advice related to their investment portfolio, estate plan, income tax situation and other personal financial needs. He enjoys maintaining regular client contact, whether in the form of an economic summary or an update on a client’s portfolio.
Garth Scrivner, CPA/PFS, CFP®
Albuquerque, New Mexico
Garth has almost 10 years of experience in financial services in a variety of roles. Prior to joining StanCorp Investment Advisers, he was a principal in his own advisory firm, serving individuals and families in the Albuquerque area with comprehensive financial planning and investment management. He is a Certified Financial Planner® and has his bachelor’s degree in Accounting from New Mexico State University.
Duane Wimer, CPA
Indianapolis, Indiana
Prior to joining StanCorp Investment Advisers, Duane Wimer served the investment and financial planning needs of Redwood Investment Advisors’ private clients for eight years. His 25 years of experience includes progressing from staff accountant to principal with an Indianapolis-based Certified Public Accounting firm, known today as Somerset Financial Services. In 1994, Duane left Public Accounting to provide leadership for the Delta Tau Delta International Fraternity, headquartered in Indianapolis, eventually becoming the organization’s Executive Director. He earned his B.S degree in Accounting from Ball State University.
