Staff Categories: staff

Stas began his career at a family office, where he supported administrative and operational functions including database management, bill pay, net worth reporting, and transaction reconciliation. He later transitioned into fund administration at a private equity firm, gaining experience with the operational and reporting aspects of alternative investments. He supports day-to-day investment operations and assists […]

Alec supports Gregory Banner in delivering comprehensive planning and high‑level client service. He graduated from Arizona State University in 2024 with a degree in Financial Planning, and is actively working toward becoming an investment advisor. His work ethic began early—his first job was as an umpire for Escondido Youth Baseball at age 13, a role […]

Lucy has over 30 years of experience in the financial services industry providing exceptional customer service. Some of the positions she has held in the industry are Operations Manager, Retirement Plans Manager, Assistant Vice President, Executive Assistant, Senior Registered Client Service Associate, Transition Coordinator, and Senior Cashier. Lucy is a native of Chicago and moved […]

Birdie joined the Asset Preservation Strategies team with a singular focus on optimizing office atmosphere and maintaining high levels of team spirit—both in person and from afar. While the rest of the advisors manage complex financial portfolios and tax strategies, Birdie specializes in “paws-itive” reinforcement and timely snack-break reminders, whether she’s making an in-office appearance […]

Patty Stewart is the newest addition to our Asset Preservation Strategies team. She is an Investment Adviser for our firm with over 15 years of experience working in several large U.S. Financial institutions. Over the years, she has had the opportunity to perform alongside a variety of financial professionals, which allowed her to gain expertise […]

Tim Figueroa is an Investment Adviser at Asset Preservation Strategies, where he brings a passion for portfolio design, alternative investments, and client-centered planning. He draws from a range of prior experience, including his work with ultra-high-net-worth families at a boutique wealth firm and his time at Axxcess Wealth Management. Tim earned his BSBA in Finance […]