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OUR TEAM
Leadership Team
Sterling D. Neblett, CEPA, CFP®
FOUNDING PARTNER, CEO
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.
Jill H. Grimes
CHIEF OPERATING OFFICER,
CHIEF COMPLIANCE OFFICER
Serving as Director of Operations, Jill leads Centurion Wealth’s internal initiatives, manages company processes, and ensures Centurion delivers curated client experiences during the financial planning
Advisory Team
Wendy Ann Payne, CEP®, CDFA®
FOUNDING PARTNER, WEALTH ADVISOR
Wendy Ann Payne, Co-Founder of Centurion Wealth Management, founded the firm with a commitment to helping clients pursue financial independence through personalized guidance, experience, and education.
Dennis Campbell
WEALTH ADVISOR
Dennis Campbell is a Wealth Management Advisor with years of experience in the financial services industry, helping individuals and families develop strategies to address their financial needs.
Mark C. McKaig, CRPC®
PARTNER, WEALTH ADVISOR
As a Partner at Centurion Wealth, Mark is committed to building long-term client relationships through thoughtful guidance and a personalized approach focused on each client’s goals and financial priorities.
Angus Ebert
PORTFOLIO MANAGER
Angus Ebert is a Portfolio Manager who supports the firm’s investment management through portfolio trading and model allocations. He works closely with the advisory team to implement investment strategies and maintain client portfolios.
Jacob A. Gurock, CFP®
WEALTH ADVISOR
Jake Gurock, Wealth Management Advisor, coordinates clients' financial matters, providing a unified approach to ensure informed decision-making.
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Joaquin Grimord
FINANCIAL PLANNING ASSOCIATE
Joaquin is a Financial Planning Associate who supports advisors and clients through financial analysis, planning strategies, and ongoing plan management. He helps create personalized financial plans tailored to each client’s goals.
Tax Team
Rae Piriyakulchai, CPA
SENIOR TAX ACCOUNTANT
As a Senior Tax Accountant, Rae assists clients in crafting effective tax planning strategies to minimize tax liabilities and maximize savings. She also focuses on the growth of our tax preparation services.
Zachary Swanson, CPA
SENIOR TAX ACCOUNTANT
As a Senior Tax Accountant, Zachary provides tax planning, compliance, and advisory services to individuals and businesses, helping them navigate a wide range of tax matters.
Jennifer Haizlip
TAX CLIENT RELATIONS COORDINATOR
As the Tax Client Relations Coordinator, Jennifer manages all communications between the Tax Team and clients. She plays a key role in maintaining strong client relationships and supporting seamless coordination across the team.
Client Service Team
Justin Kellogg
MANAGER OF CLIENT SERVICES AND OPERATIONS
Justin leads the firm's client service team and oversees day-to-day operations, managing internal workflows, coordinating with advisors and staff, and supporting operational processes to help address client needs across the firm.
Gino Martinelli
CLIENT SERVICES ASSOCIATE
Gino Martinelli is Client Service Associate. Gino works closely with the Advisory Team to ensure Centurion’s clients receive excellent service during the financial planning process.
Katey Thomson
CLIENT SERVICES ASSOCIATE
In her role, Katey collaborates with the service team to adress client requests. She also works closely with the Advisory Team to coordinate and prepare for client meetings.
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