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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Our Investment Committee Members

Jared Kizer CFA

Chief Investment Officer
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Kevin Grogan CFA, CFP®

Director of Investment Strategy
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Larry Swedroe

Chief Research Officer
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Alex Potts

Alex Potts

Chairman, Advisor Services
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Susan Strasbaugh CFP®, EA, AIF®

Wealth Advisor, Advisory Team Leader
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Brian Haywood CIMA®

Investment Strategy Advisor
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Sheldon | Investment Director | Isler Wealth Management

Sheldon McFarland

Director, Investment Strategy
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Jonathan Scheid | President | Isler Wealth Management Oregon

Jonathan Scheid CFA, AIF®

President, Buckingham Strategic Partners
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Tim Jost | Services Advisor | Isler Wealth Management OR

Tim Jost CFA

Institutional Services Advisor
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Daniel Campbell CFA

Investment Strategy Advisor
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Blerina Hysi

Director, Fixed Income
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Susan Chesson CFP®, CPWA®

Wealth Advisor
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Our Office

1976 Garden Ave
Eugene, OR 97403

Contact Us

Phone: 541-342-5161
Email: info@islerwealth.com

 

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Isler Wealth Management is a registered Investment Advisor and is licensed in OR and TX. Prior to doing business in any other jurisdiction, the firm will ensure all licensing requirements or exemptions from licensing are met.

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