Meet Our Team | Buchanan Wealth Partners | Your Wealth Management Team

Meet Our Team

Partners For Life, Planning With Purpose

When you work with Buchanan Wealth Partners, you gain an experienced, caring financial partner who understands the full scope of your financial life. Our team is deeply committed to your goals. We're here to offer guidance you can trust, relationships that last, and a plan that evolves as your life does. Meet the professionals who are here to support you.

Steven Buchanan

Steven Buchanan, CPA/PFS

Investment Advisor Representative

Lana Brehm

Lana Brehm, CPA

Certified Public Accountant

Randall Patrick

Randall Patrick, CPA/PFS

Investment Advisor Representative

Macie Hofilena, MLS

Macie Hofilena, MLS

Director of Operations

Ivette Ramirez

Ivette Ramirez

Client Services Coordinator

Patricia Mass

Patricia Mass

Financial Services Assistant

McKenna Sisson

McKenna Sisson

Tax Associate

Morgan Buchanan

Morgan Buchanan

Staff Accountant

Jarod Sweetland

Jarod Sweetland, CPA/PFS

Investment Advisor Representative

Confidently Pursue Your Vision Of The Future

WHO WE SERVE

Who We Serve

Seeing The Bigger Picture Of Your Wealth

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Where Do You Want To Go? We’ll Get You There.

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