Meet the Sherpa Wealth Strategies Team

Brian K. Stallcop, CFP - Sherpa Wealth Strategies

Brian K. Stallcop, CFP® | Founder & Owner

Is your future bigger than your past?

If so, you’re exactly the kind of person I love working with at Sherpa Wealth Strategies. I’ve always had a growth and abundance mindset, which is one reason I became a financial advisor in 2001. I love helping people create a bigger future for themselves and their families.

That bigger future doesn’t happen by accident. I help folks gain clarity on their goals and the values that drive them. As a CERTIFIED FINANCIAL PLANNER™, I help people create their plan and stay on track over the years. It’s really rewarding!

Though our firm serves a variety of clients, my individual practice focuses on three groups – medical professionals, established business owners and comfortable retirees. Each group presents its own challenges and opportunities, and over the last 20 years I’ve gained deep insights into their needs.

Outside of the office you’ll find me enjoying the great outdoors – hiking, cycling and cross-country skiing. My wife, Shawna, and I have been married for more than 36 years and we have two teenage daughters. I’ve been an active Rotarian for more than 25 years and have served in leadership roles at the kids’ elementary schools, their fastpitch softball organization and the United Way.

As a community volunteer, a dad or financial planner, I’ve always been driven to find creative ways to solve problems. If you bring me a strong enough “Why” I can help you figure out “How.”

Let’s start with a short conversation to find out if you and I are a good fit. Call 541.633.7728 or fill out the form below to schedule a time.

Series 7, Series 63 and Series 24 Registrations held through LPL Financial. Oregon Life & Health Insurance licensed.

 brian@sherpawealthstrategies.com        (541) 633-7728

Erin Weber, WMPC, CSRIC at Sherpa Wealth Strategies Financial Planning

Erin Weber | WMCP®, CSRIC®

Nobody succeeds alone. Everyone needs help navigating important issues in their lives – especially financial independence.

I began working with Brian Stallcop at Sherpa Wealth Strategies in 2019, after spending almost 20 years in corporate sales. I became a financial advisor because I want to help people make sense of their options and make sound decisions when it comes to their wealth. Though I serve a variety of clients, I specialize in working with people who are interested in environmentally sustainable and socially responsible investing.

I hold the Chartered Sustainable and Responsible Investing Counselor® designation as well as being a Wealth Management Certified Professional®.

Locally, I’m on the board of directors for Central Oregon Locavore and a member of Bend Bella’s cycling club. My husband and I love to take advantage of all the good things in Central Oregon, including biking, trail running, cross-country skiing and paddle boarding. And when we’re near the ocean, we love to SCUBA dive.

If you’d like to learn more about creating a financial plan, sustainable/responsible investing, or just to improve your financial knowledge, please reach out to Erin at (541) 633-7728 or fill out the form below.

Licenses: Series 7, Series 66 Registrations held through LPL Financial and Oregon Life & Health Insurance.

 erin@sherpawealthstrategies.com        (541) 633-7728

Judy Johnson, Administrative Manager - Sherpa Wealth Strategies

Judy Johnson | Administrative Manager

Hi! I’m Judy Johnson and I’m the Administrative Manager of Sherpa Wealth Strategies.  Brian calls me his boss, but really my job is to make our business run smoothly and to assist our clients in any way I can. 

As a middle child, I’m a people pleaser. My passion is customer service – I’ve been doing it over 40 years in one capacity or another, so it’s become second nature to me. I love getting to know our clients and their families. My ‘superpower’ is getting you answers to your questions or solutions to your problems in the quickest way possible.  I’m the one you call to schedule an appointment, make deposits or withdrawals from your accounts, or for any paperwork related issues.

My background is in business and finance. I’ve worked in banking, insurance, the boat building industry in my native New England, as well as working in finance at an art museum and being the co-founder/owner of an art fabrication business. And that was all before I moved to Oregon! 

I’ve lived here in Bend for a long enough to be considered an Oregonian.  I love the open spaces, the mountains, the desert, the forests, the coast, but mostly I love the friendliness of the people here.

I’ve been a part of Sherpa Wealth Strategies since 2012, and as a member of the team, along with our advisors, I’m happy to assist you toward achieving your lifetime and financial goals. Please feel free reach out to me at any time.

 judy@sherpawealthstrategies.com        (541) 633-7728

Judy Johnson, Administrative Manager - Sherpa Wealth Strategies

Chasen Kaminsky | Financial Planning Associate

When I want a perfectly tailored suit I don’t go to the mall; I go to the best local tailor. When I want a a perfect meal; I don’t get fast-food; I go to a Michelin star restaurant. When I want an unforgettable travel experience, I don’t book on Expedia; I book through my luxury travel agent.

When you want a truly comprehensive financial plan, you entrust the Sherpa Wealth Strategies Team to create a personalized plan that puts you on path toward achieving all your financial goals. I help your financial advisor with all the operational and administrative work required to develop your comprehensive financial plan.

Helping people has always been a passion of mine. It’s what drove me to pursue a career in personal finance after graduating from San Diego State University. I love helping people make the most out of their financial situation. I look forward to continuing to do so as I continue to progress in my career.

When I’m not in the office, you can find me going on adventures with my girlfriend, Caroline, making gourmet meals, traveling the world, enjoying the great outdoors and spending winters snowboarding. During the summer, you can find me at Splash House – assisting in the production of the music festival and helping people make memories that last a lifetime.

 chasen@sherpawealthstrategies.com        (541) 633-7728

Brian K. Stallcop, CFP - Sherpa Wealth Strategies

Brian K. Stallcop, CFP®

FOUNDER & OWNER

Is your future bigger than your past?

If so, you’re exactly the kind of person I love working with at Sherpa Wealth Strategies. I’ve always had a growth and abundance mindset, which is one reason I became a financial advisor in 2001. I love helping people create a bigger future for themselves and their families.

That bigger future doesn’t happen by accident. I help folks gain clarity on their goals and the values that drive them. As a CERTIFIED FINANCIAL PLANNER™, I help people create their plan and stay on track over the years. It’s really rewarding!

Though our firm serves a variety of clients, my individual practice focuses on three groups – medical professionals, established business owners and comfortable retirees. Each group presents its own challenges and opportunities, and over the last 20 years I’ve gained deep insights into their needs.

Outside of the office you’ll find me enjoying the great outdoors – hiking, cycling and cross-country skiing. My wife, Shawna, and I have been married for more than 36 years and we have two teenage daughters. I’ve been an active Rotarian for more than 25 years and have served in leadership roles at the kids’ elementary schools, their fastpitch softball organization and the United Way.

As a community volunteer, a dad or financial planner, I’ve always been driven to find creative ways to solve problems. If you bring me a strong enough “Why” I can help you figure out “How.”

Let’s start with a short conversation to find out if you and I are a good fit. Call 541.633.7728 or fill out the form below to schedule a time.

Series 7, Series 63 and Series 24 Registrations held through LPL Financial. Oregon Life & Health Insurance licensed.

 brian@sherpawealthstrategies.com

  (541) 633-7728

Erin Weber, Wealth Management Certified Professional - Sherpa Wealth Strategies

Erin Weber, WMPC®, CSRIC®

FINANCIAL ADVISOR

Nobody succeeds alone. Everyone needs help navigating important issues in their lives – especially financial independence.

I began working with Brian Stallcop at Sherpa Wealth Strategies in 2019, after spending almost 20 years in corporate sales. I became a financial advisor because I want to help people make sense of their options and make sound decisions when it comes to their wealth. Though I serve a variety of clients, I specialize in working with people who are interested in environmentally sustainable and socially responsible investing.

I hold the Chartered Sustainable and Responsible Investing Counselor® designation as well as being a Wealth Management Certified Professional®.

Locally, I’m on the board of directors for Central Oregon Locavore and a member of Bend Bella’s cycling club. My husband and I love to take advantage of all the good things in Central Oregon, including biking, trail running, cross-country skiing and paddle boarding. And when we’re near the ocean, we love to SCUBA dive.

If you’d like to learn more about creating a financial plan, sustainable/responsible investing, or just to improve your financial knowledge, please reach out to Erin at (541) 633-7728 or fill out the form below.

Licenses: Series 7, Series 66 Registrations held through LPL Financial. Oregon Life & Health Insurance licensed.

 erin@sherpawealthstrategies.com

  (541) 633-7728

Judy Johnson, Administrative Manager - Sherpa Wealth Strategies

Judy Johnson

ADMINISTRATIVE MANAGER

Hi! I’m Judy Johnson and I’m the Administrative Manager of Sherpa Wealth Strategies.  Brian calls me his boss, but really my job is to make our business run smoothly and to assist our clients in any way I can. 

As a middle child, I’m a people pleaser. My passion is customer service – I’ve been doing it over 40 years in one capacity or another, so it’s become second nature to me. I love getting to know our clients and their families. My ‘superpower’ is getting you answers to your questions or solutions to your problems in the quickest way possible.  I’m the one you call to schedule an appointment, make deposits or withdrawals from your accounts, or for any paperwork related issues.

My background is in business and finance. I’ve worked in banking, insurance, the boat building industry in my native New England, as well as working in finance at an art museum and being the co-founder/owner of an art fabrication business. And that was all before I moved to Oregon! 

I’ve lived here in Bend for a long enough to be considered an Oregonian.  I love the open spaces, the mountains, the desert, the forests, the coast, but mostly I love the friendliness of the people here.

I’ve been a part of Sherpa Wealth Strategies since 2012, and as a member of the team, along with our advisors, I’m happy to assist you toward achieving your lifetime and financial goals. Please feel free reach out to me at any time.

 judy@sherpawealthstrategies.com

  (541) 633-7728

Chasen Kaminsky - Sherpa Wealth Strategies

Chasen Kaminsky

FINANCIAL PLANNING ASSOCIATE

When I want a perfectly tailored suit I don’t go to the mall; I go to the best local tailor. When I want a a perfect meal; I don’t get fast-food; I go to a Michelin star restaurant. When I want an unforgettable travel experience, I don’t book on Expedia; I book through my luxury travel agent.

When you want a truly comprehensive financial plan, you entrust the Sherpa Wealth Strategies Team to create a personalized plan that puts you on path toward achieving all your financial goals. I help your financial advisor with all the operational and administrative work required to develop your comprehensive financial plan.

Helping people has always been a passion of mine. It’s what drove me to pursue a career in personal finance after graduating from San Diego State University. I love helping people make the most out of their financial situation. I look forward to continuing to do so as I continue to progress in my career.

When I’m not in the office, you can find me going on adventures with my girlfriend, Caroline, making gourmet meals, traveling the world, enjoying the great outdoors and spending winters snowboarding. During the summer, you can find me at Splash House – assisting in the production of the music festival and helping people make memories that last a lifetime.

 chasen@sherpawealthstrategies.com

  (541) 633-7728

We’re here to help with all your financial planning needs. Our financial advisors will put you on a path toward achieving all your financial goals.

Contact
Information.

  (541) 633-7728

   (541) 633-7759

   info@sherpawealthstrategies.com

    444 NE Norton Ave. #101,
Bend OR 97701

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Let's discuss your financial future.

Let's discuss your financial future.

Contact Information.

  (541) 633-7728

   (541) 633-7759

   info@sherpawealthstrategies.com

   444 NE Norton Ave. #101, Bend OR 97701

   Facebook         Youtube

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