Bill Schultheis
Chief Executive Officer at Soundmark Wealth Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Kaliko Michelle Veiseh | F | 45 |
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | 21 years |
| Leonard L. Berry | M | 81 |
Texas A&M University
| 42 years |
| Brian Whitefield Cox | M | 39 |
Pacific Asset Management LLC (Washington)
 Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | 17 years |
| Don Gardner | M | 71 |
Pacific Asset Management LLC (Washington)
Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | 23 years |
| Ben Hicks | M | - |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Peter A. Bastian | M | - |
Texas A&M University
| 5 years |
| David K. Purcell | M | - |
Texas A&M University
| 6 years |
| Bill C. Conroy | M | - |
Texas A&M University
| 6 years |
| Dale A. Crenwelge | M | - |
Texas A&M University
| 7 years |
| Paul Painter | M | - |
Texas A&M University
| 6 years |
| Thomas Jones | M | 74 |
Smith Barney Asset Management
| - |
| Todd David Flynn | M | 57 |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | 20 years |
| John Edward Buller | M | - |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | 19 years |
| Eric Foultz | M | - |
Texas A&M University
| 6 years |
| Ryan Scharnhorst | M | - |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | - |
| Bob Nordgren | M | - |
Texas A&M University
| 4 years |
| Chaipatr Srivisarvacha | M | 64 |
Smith Barney Asset Management
| 4 years |
| Michael R. Overly | M | - |
Texas A&M University
| 6 years |
| John Thomas DiPasquale | M | 58 |
Smith Barney Asset Management
| 5 years |
| Helene E. Harding | F | - |
Texas A&M University
| 4 years |
| T. Kent Rowe | M | - |
Texas A&M University
| 4 years |
| John London | M | - |
Texas A&M University
| 4 years |
| Gary Kunkle | M | - |
Texas A&M University
| 4 years |
| G. Dawson | M | 66 |
Texas A&M University
| 4 years |
| Jeffrey W. Miller | M | 61 |
Texas A&M University
| 4 years |
| Greg Reid | M | 59 |
Texas A&M University
| 4 years |
| Roxanne D. Ramirez | F | - |
Texas A&M University
| 4 years |
| Lisa B. Hunter | F | - |
Texas A&M University
| 4 years |
| Bud Peterson | M | 71 |
Texas A&M University
| 3 years |
| Andres Ruzo | M | 63 |
Texas A&M University
| 4 years |
| Robert H. Scofield | M | - |
Texas A&M University
| 4 years |
| Diane S. Mohr | F | - |
Texas A&M University
| 4 years |
| Andrew R. Agosto | M | - |
Texas A&M University
| 4 years |
| Midge Dockery | F | - |
Texas A&M University
| 4 years |
| William D. Farrar | M | 63 |
Texas A&M University
| 4 years |
| Michael Wayne Warden | M | - |
Texas A&M University
| 4 years |
| Robert Peed | M | 61 |
Texas A&M University
| 4 years |
| Hal Chrisman | M | - |
Texas A&M University
| 3 years |
| Richard Vaclavik | M | - |
Texas A&M University
| 4 years |
| William Bullock | M | 59 |
Texas A&M University
| 4 years |
| William K. Nix | M | 62 |
Texas A&M University
| 4 years |
| David M. McGuire | M | 60 |
Texas A&M University
| 4 years |
| Timothy Moeller | M | 60 |
Texas A&M University
| 4 years |
| Henry Clanton | M | 61 |
Texas A&M University
| 4 years |
| Jack Gregoire | M | - |
Texas A&M University
| 4 years |
| Gary A. Wolff | M | - |
Texas A&M University
| 3 years |
| Thomas Kelly Niland | M | - |
Texas A&M University
| 4 years |
| Matt Michel | M | - |
Texas A&M University
| 4 years |
| David Memeritt Dean | M | - |
Texas A&M University
| 4 years |
| Dave Aarant | M | 63 |
Texas A&M University
| 4 years |
| Ronnie Nutt | M | - |
Texas A&M University
| 4 years |
| Christiana Orlandini | F | - |
Texas A&M University
| 4 years |
| Gordon W. Stevenson | M | - |
Texas A&M University
| 4 years |
| Timothy McCabe | M | - |
Texas A&M University
| 4 years |
| Mike Sewell | M | - |
Texas A&M University
| 4 years |
| David Michael Haugen | M | - |
Texas A&M University
| 4 years |
| Chip Piazza | M | - |
Texas A&M University
| 4 years |
| Bob Perkins | M | 63 |
Texas A&M University
| - |
| Sandra Brimhall | F | - |
Texas A&M University
| 4 years |
| Stanley Chapman | M | 58 |
Texas A&M University
| 4 years |
| Scott Collier | M | - |
Texas A&M University
| 4 years |
| Stephen Schroeder | M | 61 |
Texas A&M University
| 4 years |
| Ben R. Phillips | M | - |
Texas A&M University
| 4 years |
| William John Maze | M | 61 |
Smith Barney Asset Management
| 4 years |
| Phillips Baker | M | 64 |
Texas A&M University
| 4 years |
| Ron Dugan | M | - |
Texas A&M University
| 3 years |
| Scot J. Luther | M | 61 |
Texas A&M University
| 4 years |
| Scott M. Kleberg | M | - |
Texas A&M University
| - |
| Patrick Raliey Cox | M | 59 |
Texas A&M University
| 4 years |
| Eric E. Marin | M | 61 |
Texas A&M University
| 4 years |
| John A. Rigas | M | 60 |
Texas A&M University
| 4 years |
| Joseph E. Schimelpfening | M | 62 |
Texas A&M University
| 4 years |
| Richard D. Moncrief | M | - |
Texas A&M University
| 4 years |
| James Craddock | M | 65 |
Texas A&M University
| 4 years |
| William S. Buckler | M | 62 |
Texas A&M University
| 4 years |
| Darren J. Vorst | M | 57 |
Texas A&M University
| 4 years |
| James C. Scoggin | M | 66 |
Texas A&M University
| 4 years |
| Phillip Morrison | M | - |
Texas A&M University
| 2 years |
| Mark E. Semmelbeck | M | - |
Texas A&M University
| 4 years |
| Kyle M. Hammond | M | 63 |
Texas A&M University
| 4 years |
| Kurt J. von Plonski | M | - |
Texas A&M University
| 4 years |
| Knut Simonsen | M | 60 |
Texas A&M University
| 4 years |
| Daniel Lee Ritz | M | - |
Texas A&M University
| 4 years |
| Marie K. Brehm | F | - |
Texas A&M University
| 4 years |
| Ellen Keszler | F | 61 |
Texas A&M University
| 4 years |
| Sean Compton | M | - |
Texas A&M University
| 4 years |
| Robert A. Parker | M | - |
Texas A&M University
| 4 years |
| Charles M. Brabson | M | - |
Texas A&M University
| 2 years |
| Bryan Willson | M | - |
Texas A&M University
| 4 years |
| Robert Taylor | M | - |
Texas A&M University
| 5 years |
| Gregory Koonsman | M | 59 |
Texas A&M University
| 4 years |
| Mike Simmons | M | 60 |
Texas A&M University
| 4 years |
| Paul A. Stewart | M | - |
Texas A&M University
| 2 years |
| Peter H. Currie | M | - |
Texas A&M University
| 4 years |
| Ronald Smith | M | 66 |
Texas A&M University
| 4 years |
| Tony R. Weber | M | 61 |
Texas A&M University
| 4 years |
| Tomas Rokicki | M | - |
Texas A&M University
| 4 years |
| T. Craig Takacs | M | 61 |
Texas A&M University
| 4 years |
| Stephanie Fore | F | - |
Texas A&M University
| 4 years |
| Cynthia A. Krist | F | - |
Texas A&M University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bill Schultheis
- Personal Network
