Sterling D. Neblett CFP® – Founding Partner
Sterling Neblett is a Founding Partner of Centurion Wealth Management. His vision for starting Centurion Wealth was to establish a firm focused on guiding and leading clients through the complexities of the interrelated areas of wealth management including investments, taxes, cash flow generation, debt management, business succession, estate planning, charitable giving and risk management.
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Wendy Ann Payne, CSA® – Founding Partner
Wendy Ann Payne is a Founding Partner of Centurion Wealth Management, an independent wealth management firm. Her desire to create Centurion Wealth came from her passion for helping clients gain financial independence and personal empowerment through insight, experience and education. She long dreamt of building a wealth management firm that provides holistic financial planning and investment guidance while striving to empower clients through financial education. Today, that vision has come to life.
Mark C. McKaig – Partner
Mark McKaig is a Partner in Centurion Wealth Management. At Centurion Wealth our personal values are aligned with our client’s values and goals and we are committed to creating high quality, long-term relationships. We take a goals based approach to managing your wealth which involves much more than the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business.
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Kit Frederick – Financial Planning Associate
Kit is a Financial Planning Associate at Centurion Wealth and works closely with Wendy and Sterling to provide you with effortless service. Kit oversees all of our transactions, trading, and reporting systems, and serves as advocate and liaison to our client’s custodians and back office operation department. This is a critical factor in our ability to deliver the superior client service you are accustomed to.
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Erin Good – Client Services Manager
Erin Good is the Client Services Manager at Centurion Wealth and her responsibilities include processing client requests and transactions, monitoring reporting systems, and developing financial practice procedures in order to provide exceptional client service. She has 5 years of financial industry experience working as an Investment Operations Analyst for Cambridge Associates LLC. With this experience, she brings vast knowledge of investment managers and reporting practices which she will use to enhance your experience here at Centurion Wealth.
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LauraMarie Ross – Client Services Manager
LauraMarie Ross is the Client Services Manager at Centurion Wealth and her responsibilities include processing client requests and transactions, monitoring reporting systems, and developing financial practice procedures in order to provide exceptional client service. She has 3 years of financial industry experience working with the Operations Department at Spire Investment Partners. With this experience, she brings extensive knowledge of what is needed to maintain your investments here at Centurion Wealth.
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William Chao – Director of Operations
William comes to us from TIAA-CREF and has over 18 years experience in the industry working with IBD’s and other financial services firms. He and his wife Hieu are proud parents of two children. William enjoys spending his free time with his children’s sports activities and is a sport fisherman!
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Bob Lord – Chief Operating Officer
Bob Lord is the Chief Operating Officer at Spire Investment Partners, LLC. He is responsible for the day-to-day operations of the firm, as well as management of the key relationships with all the affiliated wealth management practices, wholesalers and vendors.
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Stuart Brawley – Director of Finance
Stuart Brawley is the Vice President, Finance Director with Spire Investment Partners, LLC. Stuart joined Spire in 2008 and brings with him 13 years experience in the investment advisory industry which he acted as the Corporate Controller, General Securities Principal and Financial Operations Principal.
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Sue McKeown – Chief Compliance Officer
Sue McKeown is a Vice President and the Chief Compliance Officer for Spire Investment Partners, LLC where she is responsible for Spire’s firm wide compliance including Anti-Money Laundering, Audit and Review processes, Continuing Education, Registration and Licensing, Compliance Training, establishment and review of the firms written supervisory processes and procedures. She is the point of contact for regulatory inquiries and examinations.
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