Financial Planners

William Harvey, CFP®

Financial Planner

Phone

925.786.7646

Email Address

William.Harvey@lfg.com

William Harvey is a financial planner with Spectrum Wealth Partners. His practice is focused on the unique planning needs of individuals and small business owners who seek specialized advice regarding estate planning, retirement planning, investment planning, and business ownership succession and continuity planning. William offers sound advice and prudent strategies to help his clients accumulate, preserve, and distribute wealth. He develops customized, comprehensive financial plans that assist clients with identifying their key objectives to help them attain their financial goals. William then implements those plans, making sure to coordinate efforts with his clients’ other advisors. This provides synergy between all the advisors and ensures full continuity in the client’s financial plan. William’s creative expertise and dedication to his client relationships has fostered the growth of his clientele.

William is a CERTIFIED FINANCIAL PLANNER™ professional and holds a B.S.B.A. degree in Marketing from the University of Arizona.

 

Bradford Byrns, CFP®

Financial Planner

Phone

925.786.7612

Email Address

Brad.Byrns@lfg.com

Bradford Byrns is a Financial Planner with Spectrum Wealth Partners. He is affiliated with Sagemark Consulting/Lincoln Financial Advisors Corporation’s broker/dealer and registered investment advisory office in Northern California.

Brad’s practice specializes in working with individuals and business owners on their planning needs, and focuses on estate planning, investment planning, retirement planning, and business ownership planning. By developing quality relationships with his clients, Brad is able to provide them with coaching and guidance through their ever-changing life situations.

Brad delivers objective, strategic, and prudent advice to help his clients accumulate, retain, and transfer wealth. Lincoln Financial Advisors’ “Serve First” philosophy and Brad’s commitment to his client relationships has fostered the growth of his clientele.

“The Serve First philosophy means that we must approach our clients with all the human understanding possible and with only one desire: the desire to do the best job we can for that client.”

Brad is an involved member of his local community, including coaching youth soccer and being active in the Regional Young Professionals Group. Brad earned a B.A. degree in Economics from San Diego State University and is licensed to work in California and Nevada.

 

Mike Lemas

Financial Planner

Phone

925.659.0202

Email Address

Mike.Lemas@lfg.com

Mike Lemas joined the team in 2013 after finishing his college education at California State University, East Bay, where he earned a B.S. degree in Economics.

 

 

 

 

 

James Hayes

Financial Planner

Phone

925.786.3228

Email Address

James.Hayes@lfg.com

James believes in providing quality financial planning and education for clients in all aspects of life. Whether someone is just starting out with their first career or enjoying the fruits of years of hard work, he helps clients make sense of all their different options by educating them on how they can benefit from taking action.

He helps clients understand their entire financial picture, incorporating the key pieces of a sound financial plan:

  • Budgeting & Cash Flow
  • Investments
  • Financial Independence
  • Risk Management
  • Estate Distribution

Spectrum Wealth Partners is dedicated to helping clients create a custom plan tailored to meeting their personal goals and objectives. In line with this dedication they work to complement and coordinate with the services of the clients’ other advisors.

James is a graduate of Saint Mary’s College of California with a Bachelor of Science in Accounting, and minor in Business Administration. He is an avid runner, and can often be found either coaching or following his alma mater, the Saint Mary’s Cross Country and Track teams as they compete around the country. He also spends much of his free time volunteering at local schools, teaching students and families the basics of financial literacy.

 

Ashley Sawyer

Financial Planner

Phone

707.789.0642

Email Address

Ashley.Sawyer@lfg.com

The newest member of our financial planning team, Ashley Sawyer is in our Petaluma office working alongside Bill Roland. In addition to providing financial planning services, she is instrumental in handling our 401(k) clients’ Due Diligence and Employee Education meetings. Ashley graduated from California State University-Chico with a degree in English and has been in the financial services industry since 2012.

 

 

Sarah Woehrman

Financial Planner

Phone

925.786.7598

Email Address

Sarah.Woehrman@lfg.com