Our TeamBrett Robison
President and CEO of Sanctuary Wealth Management Mr. Robison is one of America's most successful advisors in the field of family and business wealth management. He has hosted and conducted hundreds of seminars, speaking on a wide range of financial subjects. He has been helping affluent families and businesses in particular for the past 18 years. Through his guidance, his personal and corporate clients seek to benefit from his experience with tax advantaged investment strategies, as well as helping reduce market exposure as appropriate to their situation. In 1994, Brett formed Washington Financial Services with the goal of providing clear and objective planning for investment clients. From 1994 through 2006, Brett co-built the firm from the ground level to more than $60 million in assets under management. During this period, Brett also taught private and public investment courses at Idaho State University, the College of Southern Idaho and Brigham Young University–Idaho. In 2006, the firm's name was changed to Sanctuary Wealth Management to reflect the overall wealth management offering. With a high level of expertise in investments, financial strategy analysis and portfolio implementation, Brett remains driven by the same principles he based the company on—helping others achieve their goals with more certainty, less risk and greater control. Brett holds a BA degree in business from Utah State University and is responsible for the development and management of Sanctuary's client advisory services. To ensure that clients receive unbiased advice, Brett holds Series 7, 63, 65 and 24 securities licenses as well as applicable state insurance licenses in many states.
G. Clay Esplin
Vice President, Investments Clay earned a degree in finance from Utah State University. After working in accounting for two years, he joined the firm in 1998. He has taught courses on investment and personal financial planning for Idaho State University, BYU–Idaho, the College of Southern Idaho, Bridgerland Applied Technology College and Ogden-Weber Applied Technology College. He specializes in working with successful business owners who seek to maximize their time and money and is dedicated to helping his clients make smart decisions about their money and achieve their financial goals. "I have seen far too many people who have either followed bad investment advice from 'professionals' or made poor investment choices on their own. Either way, they lose." Clay's investment philosophy is grounded in years of academically based Financial science. "We believe the capital markets are efficient, so we don't try to predict the future. Some risks are quantifiably worth taking and others are not. We don't try to outguess the markets, but rather seek to maximize what they provide. "Our clients want their financial lives simplified. They would rather focus their time and energy on their passions: families, hobbies, business interests or whatever else they may enjoy. In order for our clients to be able to do that, they need to know that they are taking the proper steps to help ensure their financial security. That's where we come in." Clay and his wife, Samantha, have been married since 1997 and have four children. They reside in Pocatello.
Vice President, Development Tim joined Sanctuary Wealth Management in May 2008 after more than 20 years at IBM and nearly six years as senior vice president of quality and reliability systems at AMI Semiconductors in Pocatello. Over his career he has held numerous executive positions, managed budgets exceeding $30 million and reported directly to the CEO of a publicly traded NASDAQ company. Tim brings deep financial, managerial and corporate experience to Sanctuary. Prior to joining Sanctuary, he was a client and experienced the benefits of the comprehensive wealth management process firsthand. As a client, Tim found that one of the greatest benefits was completing all the noninvestment aspects of a comprehensive plan. At Sanctuary, he focuses on new business development, business process quality, overall product offerings and client support. Tim has a BS in ceramic engineering from Alfred University and an MBA from the University of Buffalo, both in New York State. Tim is married and has four children.
Director, Planning and Operations Joel joined Sanctuary in 2008 and is responsible for the financial planning, service operations, and day-to-day portfolio administration for the firms' clients. Joel holds a bachelor's degree in Economics and an MBA from Idaho State University. Outside of the investment and advisory fields, he has additional experience in the banking, tax, and government sectors. Joel and his wife and children are natives of Southeast Idaho and currently reside in the Pocatello area.