Eagle, ID

Sean O’ Flaherty has been in the financial services industry since 1991 and has been a speaker on retirement plan topics at many industry events including the National Convention of ASPPA (American Society of Pension Professionals and Actuaries), California Society of CPA’s, Associated General Contractors, and the Human Resources Association of Treasure Valley Conference.

Mr. O’Flaherty is a 1986 graduate of St. Mary’s College of California with a B.S. in Business and a minor in Economics. Sean is active in several industry organizations including ASPPA, NAPA, WP&BC, and HRATV. He is married with three children and resides in Eagle, Idaho.

Nate Garrison serves as Senior Vice President and Chief Investment Officer of WIA. Nate leads the World investment team from Washington, Iowa (located between Cedar Rapids and St. Louis). Nate most recently held leadership positions at Cambridge Investment Research on their Advisory Solutions team, and previously led their Due Diligence team for over 5 years. Prior to Cambridge, Nate worked at Credit Suisse in Washington, D.C. and Steben & Company in Rockville, MD.

He holds a number of technical designations and licenses including the CFA, CIPM, CAIA, and FRM, as well as his Series 3, 7, 24, 63 and 66 registrations. He also holds undergraduate degrees in Economics and History from the University of Virginia, a Master’s degree in Applied Economics from Johns Hopkins University and is completing a Master of Science in Analytics at Georgia Tech next year. 

Emilio joined Pensionmark, now WIA, in 2014 and serves as the Director of Participant Engagement. His team provides financial wellness education, and advice/planning services to 401(k) participants with a mission of creating inclusivity where people can make better money choices, change the systemic issues that serve as barriers, and have better financial health.

Emilio graduated from the University of California, Santa Barbara, with a double major in Communications and Spanish and is an MBA candidate at the University of Southern California. He holds is Series 6 and 63 registrations.

Gregory joined Pensionmark, now WIA, in 2019 on the client operations support team. He is a great addition to the team and quickly got on board with the firm's vision. He is part of our Financial Wellness Team and supports retirement plan participants through various channels and loves helping participants and being able to provide resources and build a gap between financial barriers they may have. He also supports advisors and takes on Relationship management duties for plan sponsors.

Greg graduated from Northern Arizona University with a B.S. in Biology and minor in Chemistry and Certificate in Forensic Investigation. He started his financial career with The Vanguard Group in Scottsdale, AZ and has about a decade year of experience in the financial industry. He currently holds Series 6, 7, and 63 licenses and is bilingual and speaks Spanish.

He recently became a father to identical twin girls, Ariana and Alexia. He loves to spend time with family and enjoys playing sports and playing music with his guitar, drums, and trumpet from time to time.

Rita has the great privilege of being a mom to 2 amazing girls, she is a hardcore fan of the Tampa Bay Lightning “Go Bolts”! Rita enjoys helping participants learn about their retirement plans and the benefits they have to offer.

Daniel utilizes his experience gained from working in the Financial Services Industry to help customers better prepare for retirement, and knows that helping customers achieve their financial goals is a win-win situation for all.

Maren joined the Pensionmark, now WIA, team in 2018 and serves as a Senior Investment Analyst for the Investment Team. She assists with fund research & due diligence, quarterly reporting for advisors and analyzing retirement plan fund line-ups.

Maren graduated from the University of Iowa with a B.A. in Communication Studies. She holds her Series 65 registration, the Accredited Investment Fiduciary (AIF®) designation, and is a CFA® charterholder.

Mark is a seasoned financial professional with over 25 years of diverse industry experience. In the last decade he has served employers through various roles including: OSJ Manger, Chief Compliance Officer, Senior Risk Officer, Investment Consultant, Director of Research, Investment Analyst, and Chairman of Investment and Risk Committees. He has a well-rounded background and understands perspectives from both the sales field force and back office operations.

Mark holds the Series 7, 24, 66, and 51 Registrations, he is a FINRA Dispute Resolution Arbitrator, and has earned the right to hold the Chartered Financial Analyst (CFA®) designation. Mark obtained his Bachelor of Science degree from Florida State University in 2000.

Evan joined Pensionmark, now WIA, in 2021 as an Investment Analyst. He works with the other members of the Investment Team to perform due dilligence research and provide fund recommendations for WIA's Advisors.

Evan graduated from Westmont College with a B.A. in Economics and Business.