The Right Team Makes All The Difference

Meet the team that helps you to get more out of your wealth and your life.

Who We Are

An interdisciplinary team with expertise, varied credentials — CFP (certified financial planner), ChFC (chartered financial consultant), and CPA (certified public accountant)— and decades of experience, dedicated to advising our clients as they consider the financial implications of their most important decisions.

What We Do

Ensure our clients’ individual values, needs, and aspirations are properly reflected in their personal lives by coordinating its various financial elements such as investments, tax planning, risk mitigation, and wealth transfer.

How We Do It

Develop an intimate understanding of our clients’ specific and unique circumstances so we can identify, evaluate, and explain the temporary and permanent impact of their choices, guided only by our primary goal: meeting their objectives and balancing their competing concerns to achieve their best possible outcome, as they define it.

 

Meet the Team

Ryan Parson

President & CEO | Wealth Strategist

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Ryan Parson is Chairman and Chief Investment Officer of Sunlight Peaks. A renowned nationwide speaker and wealth strategist on alternative investing and portfolio management, Ryan has more than 20 years of experience in the financial services, insurance, and real estate industries. His unique expertise comes from an in-depth knowledge of both the traditional financial services market and alternative investments, as well as his rich history of activity in various sectors including real estate, health care, and energy.

Frustrated with traditional investments and realizing investors had very few options for private alternative deal flow or even opportunities to diversify into other sectors, Ryan began putting his own deals together. To share his offering with other like-minded, high net worth investors, Ryan combined his experience as a teacher, speaker, and financial leader to create Sunlight Peaks. We provide clients with the tools to organize their wealth, wealth planning services, access to desirable, off-market deals not available to the public, as well as exposure to industry experts well-versed in the alternative investment space and advanced financial educational topics.

Ryan speaks nationally about private and institutional capital deployment techniques, investment analysis, portfolio management, and advance financial planning strategies. In 2019, Ryan authored "Your Money CEO: Finding Financial Confidence in Today’s Chaos."

Ryan has undergraduate degrees in finance and insurance, and an MBA from Drake University. 

Sam A. Beritela

Wealth Strategist | Investments & Portfolio Analysis

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Sam has over 30 years of financial consulting and investment management experience. He began his career with Ernst & Young, auditing the investment portfolios of banks and insurance companies before his client base expanded to include venture capital, private equity, and real estate investment managers.

Since graduate school, Sam has held titles such as CFO, Managing Director, and CEO of investment firms managing as much as $4 billion in a wide variety of vehicles including mutual funds, hedge funds, private equity and venture capital funds, funds-of-funds, and secondary funds. He has invested in practically every asset class, but has spent the majority of his career focused on small capitalization and emerging companies.

Sam earned his bachelor's degree magna cum laude from Loyola College where he was named a President's Scholar and he earned his master's degree from the Kellogg School of Management at Northwestern University where he was named an FC Austin Scholar. He is also a licensed CPA in the State of Maryland.

Mark Lewis

Wealth Strategist | Data Analytics

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Mark is an experienced wealth strategist, providing services that include wealth organization, budgeting and forecasting, cash flow analysis, goal-setting, family investment policy tracking, rental portfolio analysis, liquidation strategy, tax optimization, data analytics, risk management, and personal financial dashboard training.

Prior to joining Sunlight Peaks, Mark worked for State Farm Insurance for 33 years. Mark’s main focus was leading teams responsible for Planning, Budgeting, Data Analytics, and Executive Support for a large portion of the United States. For his last 16 years with the company, Mark led the State Farm Credit Union, a $4 Billion Financial Institution, as chairman, treasurer, and board member. During his tenure at State Farm, Mark earned several designations including Charted Financial Consultant, Chartered Life Underwriter, and Chartered Property, Casualty Underwriter.

Linda Sue Baker

Client Services

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Serving as the Client Concierge for Sunlight Peaks, Linda handles accounting, maintaining the CRM system, processing acquisitions, managing rentals, closing on different types of real estate transactions, maintaining the Sunlight Peaks calendar including scheduling all events, coordinating with vendors, and ensuring that our clients are being served in an efficient and positive fashion.

Linda brings high energy, strong communication, organization, and customer service skills to her role. Prior to joining Sunlight Peaks, Linda was assistant to three directors in ministry and cultured ways to best prioritize her time and built efficient systems while balancing the workflow for supervisors each with very different work styles. She also managed a retail store before accepting a promotion with a US tool company in the Midwest as a traveling field support specialist. 

Linda holds a Business Administration Associate's Degree.

Ellen Katz

Chief Operating Officer

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Ellen is responsible for all day-to-day operations and marketing activities at Sunlight Peaks. Her time is focused on ensuring that Sunlight Peaks continues to provide innovative and valuable offerings to meet the evolving needs of its members as well as on general business operations for the group.

Ellen started her career working in healthcare consulting. After obtaining an MBA, she spent over 15 years working in various roles on the business side of healthcare, first as part of the commercialization team at a bio-pharmaceutical company in market planning and sales operations and then in client relationship management and operations within global market research. Most recently, Ellen was senior vice president of global operations managing a multi-national team responsible for all aspects of research and delivery on global market research studies.

Ellen has undergraduate degrees in psychology and public health from the University of Rochester and an MBA from The Goizueta School of Business at Emory University.

The Right Team Makes All The Difference

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