Ashlee is our go-to person for all client transactions and works diligently to keep client reporting up-to-date. She is always accessible to clients for questions, big or small. Ashlee has single-handedly re-built the operations department since her start with Optivest in 2007 and is also our in-house technical support team. Ashlee takes pride in accuracy and efficiency, so clients can rest assured that even their most complex matters are in good hands.

Ryan Thomason serves as the Associate Portfolio Manager for Optivest. He helps lead our due diligence and investment strategies at the firm. Ryan is responsible for researching, developing, and maintaining our investment portfolios to ensure they remain durable and diversified.

Paul Donnelly is a co-founder of Coil Partners having spent his career as an investment banking professional and principal investor. Paul has a successful track record of working with emerging growth and middle-market companies to enhance shareholder value through various corporate finance and M&A initiatives.

Mark Van Mourick has over 4 decades of experience as a Money Manager and Registered Investment Advisor. He established Optivest Wealth Management in 1987, managing the investment portfolios of several of the nation’s wealthiest families through building strategic, diversified portfolios for his clients targeting low volatility and consistent growth.