Go Wealth Management

Mark Dougal is a financial advisor at Go Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including O'Connell Investments and Insurance Services, Trinity Group Resources, and World Financial Group. Outside of financial advising, he owns Mark Dougal Design, a jewelry repair business. Go Wealth Management serves individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm emphasizes asset allocation and integrates financial planning with discretionary and non-discretionary portfolio management, utilizing a team-based research approach and sub-advisor relationships.

Selene Sullivan is a financial advisor with Go Wealth Management in Eugene, OR, holding the PFS™ and Series 66 credentials and bringing 12 years of industry experience. She previously worked at O'Connell Investment and Insurance Services, LLC, Avantax Advisory Services, and HD Vest Advisory Services. Outside of advisory work, she serves as CPA and President of Principal Accounting, PC, where she manages the firm and oversees tax return preparation. Go Wealth Management provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm uses a team-based approach with formal client profiles and investment plans, employing asset allocation across various securities and offering fiduciary consulting and pension outsourcing services.

Darin Swall is a financial advisor with Go Wealth Management in Boise, ID, holding a Series 65 license and seven years of industry experience. He previously worked at O'Connell Investments and Insurance Services, LLC and The Leaders Group. Swall is also the owner of The Annuity Guys, a licensed insurance agency in Idaho offering wholesale annuities and life insurance products since 2008. Go Wealth Management serves individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans with investment and wealth management services. The firm uses a team-based research approach and implements client-specific investment plans emphasizing asset allocation across multiple asset classes, while providing both discretionary and non-discretionary portfolio management.

Christopher Berry is a Series 66-licensed financial advisor at Go Wealth Management in Eugene, OR, with three years of industry experience. Prior to joining Go Wealth Management, he worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he is a certified public accountant and secretary at Principle Accounting PC, a full-service accounting practice. Go Wealth Management serves individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans, providing investment and wealth management services including discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes asset allocation, uses a team-based research approach, and offers fiduciary outsourcing services.

Brenda Stein is a CFP® professional with 12 years of experience in the financial industry. She currently works at Go Wealth Management and has previously held roles at NEXT Financial Services, Purshe Kaplan Sterling Investments, SeaCrest Wealth Management, and Edward Jones. Outside of her advisory work, she is involved with a trust entity related to a rental property and also sells fixed insurance products. Go Wealth Management provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm employs a team-based research approach and integrates financial planning with discretionary and non-discretionary portfolio management.

Donald Watson is a financial advisor at Go Wealth Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at O'Connell Investment & Insurance Services, Kw Securities Corp, and Skyoak Wealth Management. He also operates as an independent insurance agent, focusing on fixed insurance products. Go Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and insurance-related advice with an emphasis on asset allocation and a team-based research approach.

Gwendolyn O'Connell is a financial advisor at Go Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Centaurus Financial Inc. and her own entities such as O’Connell Investment & Insurance Services and Gwen O’Connell Pension Consultants Inc. O’Connell is involved in multiple business activities related to deferred sales trusts and pension consulting. Go Wealth Management provides investment and wealth management services for individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm employs a team-based research approach and integrates financial planning with discretionary and non-discretionary portfolio management.

Andrea Whitmire is a Series 65-licensed advisor with Go Wealth Management in Gilbert, AZ, with two years of industry experience. She previously worked at Kingswood Wealth Advisors, LLC and has been involved with JW Financial Consulting since 2013. Outside of advisory work, she is also licensed as a life and health insurance agent, dedicating limited hours to this activity. Go Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines formal investment planning, discretionary portfolio management, and fiduciary outsourcing services with a team-based research approach and use of sub-advisors.

Collin Bryce is a financial advisor at Go Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Seros Financial LLC and Newmark Capital Management, LLC. In addition to his advisory work, he is the managing member of Fly High, LLC, which provides consulting and administrative services to other business entities. Go Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans with investment and wealth management services. The firm emphasizes asset allocation, periodic portfolio review, and integrates financial planning into its advisory relationships.