The Team
Pacwest Wealth Partners
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Sten Carlson

Sten Carlson

Private Wealth Advisor

More about me...

Contact

sten.e.carlson@ampf.com

541.757.3000

Designations

CFP®, MBA, CRPC®, CLTC®, BFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

Whitworth University, Bachelor of Science in Biology, 1986, Oregon State University, Masters of Business Administration, 1992
CA Insurance #0H14216

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Mark Greaney

Mark Greaney

Financial Advisor

More about me...

Contact

mark.r.greaney@ampf.com

541.382.2354

Designations

JD

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Education

University of Notre Dame, Juris Doctorate, 1993, University of Notre Dame, Bachelor of Arts Political Science/Japanese, 1988
CA Insurance #0D49476

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Leo Clarke

Leo Clarke

Financial Advisor

More about me...

Contact

Leo.1.Clarke@ampf.com

541.926.4116

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Small Business

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Michael Hill

Michael Hill

Financial Advisor

More about me...

Contact

Michael.1.Hill@ampf.com

541.757.3000

Designations

CRPC®

Education

B.S. of Mathematics, Oregon State University, 2014

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Our Staff

Cadee Hale

Cadee Hale

Executive Assistant
Ashley Maughan

Ashley Maughan

Marketing Specialist
Client Relationship Specialist
Daniel Rilling

Daniel Rilling

Financial Planning Specialist
Brooke Fischer

Brooke Fischer

Client Service Manager
Keith Bierwirth

Keith Bierwirth

Operations Manager
Business Development Manager
More about me...

Contact

keith.bierwirth@ampf.com

541.757.3000

Qualifications

  • 33 years Marketing Professional
  • Joined PacWest Wealth Partners in 2014

Roles & Responsibilities

  • Business Development
  • Experienced Advisor Recruitment
  • Professional Alliances
  • Events