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OUR TEAM

Leadership Team

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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.

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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

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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.

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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.

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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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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.

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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.

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Olac Pallan

DIRECTOR OF PORTFOLIO MANAGEMENT

Olac is the Director of Portfolio Management and oversees investment strategy, portfolio construction, and portfolio performance monitoring. He works closely with advisors to help deliver customized investment solutions for clients.

Tax Team

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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.

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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.

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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

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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.

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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.

Justin Kellogg

CLIENT SERVICES ASSOCIATE

Justin collaborates closely with clients, ensuring streamlined processes tailored to their unique needs. Justin’s support helps to optimize operational efficiencies and provide internal support to team members.

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