"A goal without a plan is just a wish." - Antoine de Saint-Exupery
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.
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.
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.
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.
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.
Casey is our smiling ventriloquist; he always seems to have a smile on his face.
Casey grew up in a small town in Eastern Washington and helped with the family business, a nursing home owned by his parents.
He moved to Oregon to study finance and economics at Oregon State University. While attending school, he was a sales assistant for a State Farm agent. After he graduated with his bachelor’s degree, he decided to stick around the Pacific Northwest.
Ever the family man, he came to FP Transitions for the family atmosphere. He has been working remotely for FP Transitions for the last two years while his wife finished her Master’s program.
When he first joined the FP Transitions family, he worked in our Valuations & Member Services department for nearly four years until he transitioned to the Succession Management department as an analyst. He runs numbers to help clients plan for their future and make informed choices. He appreciates helping them transition into the next phase of their life or career. Since he joined FP Transitions, he has helped complete over 2,500 valuations.
When he isn’t crunching numbers for clients, he explores the outdoors of the Pacific Northwest with his wife and dog on hiking trips. He enjoys challenging people on the golf course to play a good game, and he is always trying out new restaurants and local breweries with his wife to expand their horizons.
Darlene hails originally from West Virginia, but has lived in Oregon so long, that she feels like a native.
She came to us in 2011 after a 17 year career in Mortgage Lending, and later, a second career in Advertising. Darlene began her journey with FP Transitions as Director of First Impressions and has watched the company double in size since she started. She enjoys being a part of an exceptional team that genuinely cares about each other and the clients they serve.
Like most of us, she hasn’t decided what she wants to be when she grows up, but seems to have found her niche at FP as the Scheduling Coordinator for David Grau, Sr. and the rest of the Succession Management Program (SMP) Team. In between, she serves as Mr. Grau’s travel coordinator for his busy speaking calendar. All in all, it’s a great fit because ‘planning and organization’ is what she enjoys most!
Darlene and her husband Rich purchased a new house a few years ago and have been planning the landscaping for the back yard since then. It’s a great ‘do it yourself’ project that keeps evolving and has a life all its own. In spite of the stops and starts, they dream of the project completion day and hope that it occurs in their lifetime!
Darlene is an avid reader, loves cooking, decorating, photography, great wine and travel in the Pacific Northwest. She also enjoys spending time with her three grandchildren who live in the area.
Living minutes from wine country means she and Rich are off exploring new wineries on the weekends. Perhaps, this is the cause for the delayed landscaping completion!
800.934.3303 x 2041 | Email
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!
800.934.3303 x 2052 | Email