Meet Your Team
Better Decisions Begin with Better Collaboration
Because your future deserves more than one perspective.
At Expedition Financial Services, we believe no one advisor can be an expert in every aspect of your financial life. That’s why we’ve built a collaborative team of specialists who bring deep expertise in their respective disciplines while working together to develop strategies tailored to your unique goals.
Rather than offering isolated advice, our professionals coordinate every recommendation so that your investments, retirement planning, tax strategies, estate planning, and business decisions work together as one comprehensive financial plan. This integrated approach helps uncover opportunities that might otherwise be overlooked while reducing costly gaps or conflicting advice.
Financial Specialists
Joshua Derwin, MBA
Investment specialist
Josh specializes in designing personalized investment strategies that help individuals, families, and business owners pursue their long-term financial goals with confidence. His approach emphasizes disciplined portfolio construction, risk management, wealth accumulation, and strategic asset allocation tailored to each client’s unique objectives. By combining thoughtful investment guidance with a comprehensive understanding of financial planning, Joshua helps clients navigate changing market conditions, build lasting wealth, and stay focused on achieving financial security for the future.
Joshua.Derwin@prudential.com
CA Insurance License # 0145526
Andy Rao, CEPA®
Small Business & Tax Mitigation Specialist
Andy partners with business owners and families to develop strategic financial solutions that help protect, preserve, and grow wealth across generations. Specializing in tax-efficient planning, business succession strategies, and customized financial structures, Andy provides guidance tailored to each client’s unique goals and circumstances. His collaborative approach helps clients navigate complex financial decisions with confidence, minimize tax burdens, and create enduring legacies while positioning their businesses and personal wealth for long-term success..
Jeffry Curry, RICP®
Retirement planning specialist
Jeff helps clients create retirement income strategies that provide confidence and clarity as they transition from accumulating wealth to living on it throughout retirement. He works closely with individuals and families to design personalized plans focused on sustainable income, tax efficiency, asset preservation, and long-term financial security. By addressing the financial challenges that can arise during retirement, Jeffry helps clients make informed decisions, navigate uncertainty, and enjoy greater peace of mind while pursuing their retirement goals and legacy aspirations.
Joshua West
Protection and Estate Planning Specialist
Josh is dedicated to helping individuals and families protect the people, assets, and legacy they value most. He specializes in developing comprehensive risk management and estate planning strategies designed to address life’s uncertainties while preserving long-term financial security. By taking a personalized approach, Joshua helps clients identify potential risks, implement effective protection solutions, and create plans for the efficient transfer of wealth. His guidance provides confidence, clarity, and peace of mind for current and future generations.
Joshua.West@prudential.com
AR Insurance License #18800790 | CA Insurance License #4309587
Connor Middleton
Business Operations & Application Specialist
Connor is dedicated to delivering a seamless and efficient client experience by managing the operational processes, technology platforms, and internal systems that support the financial planning process. He works behind the scenes to ensure information flows smoothly, tasks stay organized, and client needs are addressed promptly and accurately. With a strong focus on operational excellence and continuous improvement, Connor helps create the structure and support that allows advisors and clients to stay focused on achieving long-term financial success.
Partnering Advisors & Staff
Zeke Reazin
Financial Advisor
Zeke partners with individuals and families to develop comprehensive financial strategies tailored to their long-term goals. By integrating investment, retirement, and wealth management planning, he helps clients navigate financial complexities, make informed decisions, and build confidence in their financial future.
Chris WhiteheaD
Financial Advisor
Christopher is dedicated to helping individuals and families make confident financial decisions through personalized planning and trusted guidance. By taking the time to understand each client’s unique goals and priorities, he develops customized strategies designed to support long-term financial success and peace of mind.
CJ Reinhard
EFS House Advisor
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Emily Wann
Director of Operations
Emily oversees the systems, processes, and team coordination that keep EFS running efficiently. With a focus on operational excellence and client service, she ensures a seamless experience while supporting the firm’s growth and commitment to delivering exceptional financial guidance.
Diane Ellsworth
Senior Client Services Specialist
Diane is committed to delivering exceptional client service by coordinating account administration, managing service requests, and ensuring every client interaction is handled with care and attention to detail. Her dedication helps create a smooth, responsive, and personalized client experience.
Kara Bagunu
Client Services Specialist
Kara is committed to providing responsive, personalized support that helps clients feel informed and cared for throughout their financial journey. Her attention to detail, proactive communication, and dedication to service help create a seamless client experience.
Angela Shuler
Client Services Specialist
Angela serves as one of the first points of contact for clients, helping create a welcoming experience while providing personalized support. Through proactive communication, she helps ensure client needs are addressed efficiently and every interaction reflects Expedition’s commitment to service.
Austin Doss
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