Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer

The Financial Services Network

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Unified Wealth Advisors in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy's prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.

Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.

Joel Gourdin, CAIA®

Vice President, Portfolio Consulting & Analytics

The Financial Services Network

As Vice President of Portfolio Consulting and Analytics, Joel leverages the insight and resources of the Portfolio Consulting team to provide guidance to Unified Wealth Advisors on topics of investment alignment, asset allocation and portfolio risk. Knowing the challenges of applying quantitative analysis, his mission is to make what is complex more digestible and enhance the investment experience of the end-client.

Joel joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics. In this role, he developed an in-house, portfolio consulting program designed to apply forward-looking analysis to advisor portfolios in order to better address risk.

Joel currently resides in Folsom with his wife, their two children, and a mischievous miniature labradoodle named after a member of the Beatles—appropriate for a family that loves music.