Eric Leeper, CFA

VP of Research & Analysis / Partner

 

Solves the Rubik’s Cube in less than 60 seconds—blindfolded.  

 

Eric Leeper, CFA, is the Vice President of Research and Analysis at FP Transitions where he oversees new product development, financial modeling, and benchmarking as well as many other analytical issues that financial professionals face today. Eric and his analytics team support the annual transition of over 20 billion in assets from current business owners and founders to next-generation advisors and have created groundbreaking strategies for internal ownership tracks and the formation of succession teams. Said more succinctly, Eric’s work creates more than 500 new, next-generation owners every year; he changes lives and businesses. 

 

For fun, Eric hikes into the wilds of Oregon—up the sides of mountains, down the Columbia River Gorge, around raging rivers, and over snow-covered, fallen trees in the dead of winter. He goes to places most people will never see, even in a book. A planned and safe trek into the unknown—just as he does for our clients! 

 

Prior to joining FP Transitions, Eric was an equity analyst for Pacific Crest Securities, a Portland-based investment bank which specializes in technology equities. At Pacific Crest, Eric developed financial models and forecasts in a wide range of industries. Eric holds a B.S. in mathematics from the University of Oregon and is a CFA® charterholder. Eric is considered a next-generation leader at FP Transitions.

 

Watch Eric in our popular webcast: Advanced Considerations for Succession and Equity.

Eric Leeper, CFA

Stuart Smith, JD

Senior Consultant

 

Stuart finds opportunity in dysfunction: he landed his first job at Charles Schwab the day after the 1987 stock market crash.

 

Stuart contributes over three decades of leadership and experience to the FP Transitions team, as both a lawyer and a licensed securities professional. First hired in 1982 to sell stocks in a boiler room (he left as soon as he passed the Series 7), Stuart went on to manage multiple domestic and foreign branch offices for Charles Schwab. In addition to his many years working with individual investors, he developed a business that provided clearing and custody services to financial advisers, banks and brokers worldwide. 

 

Looking for another challenge, Stuart completed law school. A pilot and aviation aficionado, Stuart spent time at a law firm specializing in aviation law before becoming a partner in a boutique Seattle firm. There, he worked the transaction side of the business helping clients buy and sell corporate jets.

 

Back on the ground at FP Transitions, Stuart is part of the Succession Planning team, where his experience makes him uniquely qualified to understand the challenges of financial business owners and the solutions to help them accomplish their goals.

Stuart lives in Lake Oswego where he and his wife are active in the community. Stuart serves as VP of the Lake Oswego Corporation (it manages the namesake lake), and is on the board of the Lawyer Pilot Bar Association. In his spare time, Stuart serves as an adjunct professor at Lewis and Clark Law School where he teaches aviation law. 

 

Stuart has a business degree from Washington University in St. Louis and a law degree from the University of San Diego. He is a member of the Oregon State Bar and the Washington State Bar. He has formerly held Series 7, 8, and 63 licenses. 

 

A native Nebraskan, Stuart is hopeful that the Cornhuskers won't implode again this season.

Stuart Smith, JD

Kevin Goserud

Senior Analyst

 

Settles all disputes on the golf course.  Hasn’t lost yet.  
 
Though Kevin was born in Richmond, Virginia, he spent the majority of his childhood in southeastern Pennsylvania. The youngest of five children, Kevin comes from a large, but very close, family. Following a busy academic and athletic high school career, Kevin left for Pennsylvania State University to pursue a degree in biology. After two years at Penn State, Kevin was drawn back to his hometown of Lancaster (and it didn’t hurt that he was offered an opportunity to serve as the co-captain of the men’s golf team at Franklin & Marshall College), where he earned his B.A. in economics. Upon graduation, Kevin moved to the Portland, Oregon, area and has been with FP Transitions ever since.
 
Kevin is the senior analyst for the Succession Planning team. He performs much of the math-modeling, working one-on-one with advisors to create a practical and understandable plan of action from the spreadsheet level. In addition, as a key member of the team, Kevin works daily to organize and create many of the cutting-edge tools used to effectively communicate the unique strategies developed for each client’s business model and personalized succession plan.  

Kevin Goserud

Kem Taylor, CBEC®

Consultant

 

After learning how to scuba dive in the chilly waters of Maine, Kem fell in love with the feeling of being weightless and the sense she’s in a different world while underwater. It shows with 113 recorded scuba dives in her log book.

 

As the daughter of an artist and a financial planner, Kem was exposed to both the world of art and finances. After graduating from the University of Massachusetts Amherst with a bachelor’s degree in art history, she created audio tours for the Metropolitan Museum of Art in New York City before making the move to an RIA firm. It was at this firm that Kem assisted an advisor with health issues set up a succession plan. When the advisor passed away, the firm retained 100% of its clients and staff. This experience sparked her passion for succession planning. 

 

Kem earned her Series 7, 24, and 66 securities licenses, and she became a Certified Business Exit Consultant™. She gained several years of experience with RIAs and managed teams at LPL Financial, including the transitions team who helped independent advisors set up their firms.

 

After hearing David Grau Sr. speak at a conference on succession planning, a switch flipped in her head and turned on the figurative light bulb. In a flash of inspiration, she realized she could help financial advisors plan for their future and turn her passion for succession planning into a career.

 

When an opportunity opened at FP Transitions, she felt her passion and skillset matched FP Transitions’ goals and values, making them a perfect fit for each other. As part of our Enterprise Consulting team, she guides clients through the on-going maintenance of their succession plans, as even the best plans can evolve over time.

 

When she isn’t working, Kem is volunteering. For several years, she worked with a non-profit organization focused on fostering diversity, inclusion, and civil discourse called Global Citizens Circle. She currently volunteers as a coordinator for The Center for Wealth and Legacy planning events each year. She also volunteers on the Mentorship Committee of the San Diego Chapter of the Financial Planning Association. 

 

Contact Kem:
Email   

Kem Taylor, CBEC®

Siena Harris

Analyst

 

Siena loves hiking, skiing, and traveling. Fun fact: she hiked 100 miles along the Cornwall Coast in England with her mother.  

 

Born and raised in California, Siena moved to Oregon to pursue her education at Oregon State University (OSU) where her father was an alumnus. She majored in finance and minored in leadership at OSU. During her time there, she was a member of the Kappa Kappa Gamma Sorority and a member of the Finance Club and Real Estate Club, both sponsored by the College of Business. In her senior year, she received a Writing Intensive Curriculum Culture Writing Award for her paper on business ethics.

 

After graduating with her B.S. in finance, she traveled through Europe to celebrate, making stops in major cities in Italy, Austria, and Germany. While in Siena, Italy, the city she was named after, she attended the Palio, the famous horse race that happens twice a year.

 

Impressed by FP Transitions’ collaborative and creative work environment, Siena joined the team as an analyst. She appreciates that her role uses her degree and strength as a problem solver. She enjoys analyzing cash flow and creating customized succession plans that fit the individual needs of the client. By modeling each clients’ cash flow, compensation reports, and equity pathways, her work supports our comprehensive consulting, making it possible for clients to make informed decisions.

 

Outside of work, she can be found reading, cooking, watching The Food Network, and walking her cat, Beau. What cat doesn’t like a good walk?

 

Siena Harris

Matt Safko

Analyst

 

For Matt, a natural born musician and talented chef, variety truly is the spice of life.

 

Growing up with a father in the U.S. Air Force, Matt has lived on both coasts and in many states in between. His interest in food, music, math, and psychology runs deep, and his parents (musicians themselves) fostered his love of music as well as his interest in psychology, each having earned their degrees in the subject. Forever intrigued by the human condition, Matt graduated with a bachelor’s degree in psychology from the University of Montana and he still believes it is the most important discipline for any profession.

 

Pursuing his many interests, Matt started cooking in restaurants at age 14 and kept working through college. After graduation, his natural cooking talents had him running a kitchen in Florida and living on the beach. He eventually left Florida to cook at a resort in the woods of Idaho where he later met his wife. After two years without internet or cell phone service in the Idaho woods, the two moved to Oregon where he immersed himself in the Portland restaurant scene.

 

After several years of working long hours in food service, Matt set his sights on finance. With a lifelong love of numbers and a passion for economics, he enrolled in business school at Portland State University and graduated with an M.S. in finance. After studying investments and the history of Wall Street, he realized that what he actually loved about the food industry was the entrepreneurial spirit of the restauranteurs.

 

As a member of our analytics team, Matt draws on all of his experience and education to build financial pro forma models for our clients. When he’s not working, you can find him rocking his Martin guitar or Flatiron mandolin and exploring nature with his wife and three kids.

Matt Safko

 

Samantha Foster

SMP Coordinator

 

Samantha is a native Oregonian by way of Caldwell, Idaho.

 

Samantha is a graduate of the University of Oregon with a B.S. in political science. As an undergrad, she participated in speech, debate, and mock trials in preparation for law school, but altered her plans when she observed a poor job market for law graduates and explored other avenues for professional development. Prior to joining FP Transitions, Samantha managed national operations for a childcare center and preschool, fielding calls from parents across the country and managing projects for over 100 schools. She developed systems to track billing, coordinated scheduling, and addressed parents’ concerns when someone bit their child. While our clients don’t bite (usually) Samantha applies the same capabilities for our consulting teams and to ensuring our succession clients’ needs are met.

 

Among her goals, Samantha aims to streamline the Succession Management Program and maximize the use of technology to support the continuous improvement of FP Transitions’ service delivery. She is also looking forward to remodeling the home that she just purchased with her husband Jeff (who is not permitted to participate in the redesign, in any way). 

 

Hailing from the extreme rural east of the state, Samantha is pleased to settle in to the Portland area where running water and electricity are the norm, and while the traffic may not be great, stop lights are a sign of civilization. She is really moving up in the world!

Samantha Foster