About Us2019-04-23T21:32:45+00:00
CEO

JENIFER SAPEL

Jenifer started her career in Financial Services as a fee for service Financial Planner with MetLife in 2004.  After earning awards and recognition as an advisor and branch manager she took on a role traveling all over the country consulting with top advisors on how to transition practices from solo to team based operations.  From there she co-led the largest firm in the West, Los Angeles, to achieve Chairman’s recognition growing the firm by 28%.  While Southern California living has it’s perks, Jenifer came home to the Pacific Northwest in 2015 to serve her community at work and beyond.  She serves as Vice President on Washington Women in Need and mentors veterans transitioning to civilian careers.

Jenifer and her husband Melvin live in Maltby with their son Melvin IV and their two dogs, Jack and Jill.  They enjoy skiing, cycling, hiking, reading and watching Game of Thrones.  You may also find them enjoying a dram of whiskey on occasion.

Registered Representative & Investment Adviser Representative of Park Avenue Securities, Financial Representative of Guardian (2017-45021, exp. 1/20)

Email:jsapel@utorwealth.com

Phone:425-354-2892

Mobile:253-970-4935

Managing Director, Registered Representative

Ryan Burklo

Ryan and his business partner, Alex Collins run Quantified Financial Partners where they work with Dentists and IT Professionals.  They assist their clients with efficient wealth accumulation strategies and exit strategies.

Ryan’s father was in the Air Force, so he grew up all around the world, moving every 3 years. His family moved to Seattle where he met his wife Dyan. They both ended up attending and graduating from the University of Arizona. Bear Down! After graduating, they moved back to Seattle where they now have 2 kids. Ryan’s passion is in sports, building relationships, and supporting causes meaningful to his personal life. He is a member of the Washington Technology Industry Association. He is a sponsor for The Leukemia and Lymphoma Team in Training and also an avid volunteer for the Pediatric Stroke Warriors.

Registered Representative Park Avenue Securities, Financial Representative of Guardian (2017-45021, exp. 1/20)

Email:ryan_burklo@quantifiedwa.com

Phone:425-354-2913

Website:quantifiedfinancialpartners.com

Financial Representative, Registered Representative, and Investment Adviser Representative

ALEX COLLINS

Alex and his business partner, Ryan Burklo run Quantified Financial Partners where they work with Dentists and IT Professionals.  They assist their clients with efficient wealth accumulation strategies and exit strategies.

Alex enjoys the outdoors, travel, reading and spending time with his beautiful wife Heather, amazing daughter Sienna, and wonderful dog Jamie. He is an avid sports fan and you can often find him, Heather and Sienna cheering on the Hawks, Dawgs, M’s and Sounders. Alex also spends time advocating for his clients through the National Association of Insurance and Financial Advisors (NAIFA) at both the local and state levels. He is currently the President of Seattle/Eastside NAIFA board*.

Registered Representative and Investment Advisor Representative of Park Avenue Securities, Financial Representative of Guardian (2017-45021, exp. 1/20)

*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.

 

Phone:425-354-2910

Email:alex_collins@quantifiedwa.com

Website:quantifiedfinancialpartners.com

Director of Operations

Carol Parrish

Carol Parrish serves as Director of Operations for Utor Wealth. Her focus has been on marketing and operations during her 8 years of work in financial services. Carol most recently served as Managing Director for Walters Wealth Management. Prior to that, she helped launch the Washington Business Center of Principal Financial in Seattle after spending nearly 13 years in sports marketing at the University of Washington.  Carol currently holds her Series 7 and 66 securities registrations and is licensed for life and health insurance. She has her Bachelor’s degree in Accounting from the University of Washington and a Master’s degree in Sports Management from The Ohio State University.  She enjoys spending family time with her husband and two children, which often involves coaching youth sports and cheering on the Seahawks!

Registered Representative & Investment Adviser Representative of Park Avenue Securities, Financial Representative of Guardian (2017-45021, exp. 1/20)

Phone:425-354-2904

Email:cparrish@utorwealth.com

Financial Advisor

Roy Rasera, ChFC®, CLU®

Roy Rasera, advises and coaches successful Couples, Professionals, and Business Owners with incomes in the top 5% of the country (~$200k+) on their macro-economic financial strategies. Roy holds 3 degrees from MIT and several financial designations; has been recognized throughout the last decade as a 5-Star Wealth Manager in Seattle and Portland Monthly Magazines; and is a member of Mensa, Past President of his Rotary Club, and President of the MIT Alumni Club of Oregon & SW Washington. His unique blend of technical analysis, financial orchestration, and human connection enables his clients across the nation to build, enjoy, and bestow significant wealth aligned with their values and ambitions. Roy focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. His goal is to help his clients live a good life for their whole life.  Since he meets with clients via internet, he is an adviser that can travel with you as your life and career paths change.

He lives with his wife Donna and their 2 children in Oregon, sings with the 4-man Portland vocal band “Strangers in Harmony”, and curates a YouTube gaming channel with his sons.

Registered Representative and Financial Advisor of Park Avenue Securities LLC, 2018-59385 exp. 5/19

 

 

 

Financial Representative

Heidi Peters

Heidi Peters joined Utor Wealth in April 2018.  She has been a Registered Dental Hygienist since 1986 and started her own insurance company in 2004 to provide income protection products to other dental hygienists.  Working with Utor Wealth, she is now able to provide more comprehensive financial services to hygienists and others in the dental profession.  Heidi is a graduate of Carroll College and holds her Life and Health insurance licenses in Washington, Idaho, Arizona and Oregon.  Heidi is married with two adult children, two grandchildren and another on the way. In her spare time, she visits open houses, looking at color and design and learning the market while dreaming of flipping her first home.

Financial Representative, The Guardian Life Insurance Company of America, New York, NY. 2018-64104 Exp 08/2020

Email:hpeters1@utorwealth.com

Cell:425-876-4195

Sequence matters. You can make all the right moves but if you don’t do them in the right order, you won’t arrive at your target destination.

PROTECT

Life isn’t as neat as a spreadsheet or financial projection.  Your financial plan needs to protect your wealth from the speed-bumps in life. We will work to help you maximize cash flow, minimize taxes and preserve your wealth for efficient transfer to children, grandchildren or organizations

BUILD

While most advisors are happy to give you advice on your portfolio once you have saved and invested up to their account minimum, we will help you achieve wealth and balance regardless of your account size.  

ENJOY

We get asked this questions all the time, “WHAT DO I DO WHEN I AM RETIRED”. That’s a tricky questions but we can answer it by suggesting putting a plan in place that allows you to enjoy the future rather than worry about it.