Eric Leeper, CFA

Vice President 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 ground-breaking 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 FP Webcast, Advanced Considerations for Succession and Equity, here.

Eric Leeper

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 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

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 The 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 since.
 
Kevin is the Senior Analyst for the Succession Management Program (SMP) 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 SMP 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.  

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Eric Fettig

Senior Analyst 

A 6th generation Oregonian.  Equally adept with a spreadsheet or an ax.

Eric earned a Bachelor’s Degree in Finance from Oregon State University with a minor in economics.  

As a Senior Analyst at FP Transitions, Eric works one-on-one with advisors to create a practical and understandable plan of action from the spreadsheet level. As part of this close-knit team, he uses the cutting-edge tools to organize and communicate personalized succession plans and business models to each individual SMP client.

Like many Oregonians, Eric prefers the great outdoors.  His interests including hunting pheasant, chukar, and quail in Eastern Oregon, fly fishing, deep sea fishing, skiing, camping, hiking, dirt biking, rafting and golfing.   Prior to graduation, Eric lived on Mt. Hood working as a tree painter.  He played on the state champion lacrosse team in high school. 

Eric provided a lifesaving bone marrow transplant for his younger brother who had leukemia, and now spends time doing public speaking events for the “Be the Match Foundation” and the National Bone Marrow Registry, raising awareness for bone marrow transplants and blood cancers.  He spent a month in Honduras Volunteering with Medical Teams International.

Eric Fettig

Kem Taylor, CBEC®

Elite Client Consultant

If you want to go fast, go alone. If you want to go far, go together.

The first firm Kem ever worked with was sold twice. With no clear planning, it was costly and disruptive both times. Later in her career, Kem worked at an RIA firm where she helped set up a transition plan for an advisor with health problems. As a result, when he passed, the firm retained 100% of its clients, the staff stayed in place, and the advisor’s family was well taken care of.

These two wildly differing experiences sparked Kem’s passion for transition and succession planning. It wasn’t until she heard FP Transitions President, David Grau Sr., speak that the light bulb went off: She could turn her passion into a career, helping advisors plan for their future.

Kem grew up with a mother who’s an artist, and a father who’s a financial planner, exposing her to an interesting mix of art and finance. After graduating from the University of Massachusetts, she worked creating audio tours for the Metropolitan Museum of Art in New York City before making the move to an RIA firm.

After working with RIAs for 10 years, Kem had learned the ropes by wearing many hats, from marketing, to compliance, to accounting. And before finding her way to the FP Transitions Succession Team Kem managed the transitions team at LPL Financial, helping newly independent advisors set up their firms.

Today, Kem has put her passion to work and is responsible for Phase III of FP Transitions’ Succession Management Program (SMP), guiding clients on the ongoing review and assessment of their succession plans, because even solid plans continually evolve.  

Kem spent many years volunteering with Global Citizens Circle supporting peace-process work with the leaders of South Africa and Northern Ireland. She now is actively involved with The Center for Wealth and Legacy in San Diego. Kem earned her Series 7, 24 and 66 securities licenses and is a Certified Business Exit Consultant™.  She lives in San Diego, CA with her husband of 20 years, Ken.

Contact Kem:
Email   

Kem Taylor

Siena Harris

Analyst

Bio Coming Soon!

 

Siena-Harris-Web

Samantha Foster

SMP Assistant

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

Samantha is a graduate of the University of Oregon with a BS 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!

Contact Samantha:
800.934.3303 x 2052  |  Email   

Samantha Foster

Julie Lawson

SMP Coordinator

Bio Coming Soon!