Count on us to know investing and the markets—inside and out. Like our clients, we bring a diverse spectrum of backgrounds, ages, and personalities to our work. Our firm’s collective knowledge, credentials and expertise are the secret to our success and your peace of mind.


Meet the Sigma team

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William A. Berg,
CFA, CFP®


CEO, Chief Investment Officer, Principal

William A. Berg,
CFA, CFP®

CEO, Chief Investment Officer, Principal

Bill has an extensive background in financial research and the law. Before founding Sigma in 1992, he practiced corporate and securities law with Stoel Rives, then created the first research department for a local venture investment banking firm. Bill earned his bachelor’s and master’s degrees in economics from Stanford University and a law degree from Harvard Law School. Bill has been a member of the CFA® Society of Portland since 1986 and serves on the investment committees of The Oregon Community Foundation, OHSU Foundation, The Ford Family Foundation and St. Mary’s Academy. Bill’s favorite book is Sometimes a Great Notion by Ken Kesey.



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John C. Abrahamson, CFP®


Principal Emeritus

John C. Abrahamson, CFP®

Principal Emeritus

Before joining Sigma in 1995, John was a portfolio manager with the investment arm of U.S. Bank and lead investment officer for U.S. Bank’s Private Asset Management Group. He earned bachelor’s and master’s degrees with honors in music from The Juilliard School and attended Oregon State University. He is a past president of the CFA® Society of Portland and currently serves on the boards of St. Mary’s Home for Boys and Bravo Youth Orchestra. John’s favorite music is Symphony No. 6 in A minor by Gustav Mahler.



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Harmon P.W. Laurin


President, Client Advisor, Principal

Harmon P.W. Laurin

President, Client Advisor, Principal

Before joining Sigma in 2005, Harmon was a senior vice president for Columbia Management Company, establishing and managing its Private Wealth Services division. Previously he helped create a private asset management program for Fidelity Investments in San Francisco and managed a fee-based financial planning firm. Harmon earned a bachelor’s degree from Stanford University. He serves on the boards of Ethos and Terwilliger Plaza Foundation and the advisory board of the MIKE Program. Harmon’s favorite quote is: “Injustice anywhere is a threat to justice everywhere.” – Martin Luther King, Jr.



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James T. Van Horn, CPA


Chief Financial Officer & Chief Compliance Officer

James T. Van Horn, CPA

Chief Financial Officer & Chief Compliance Officer

Jim has worked as a controller for a parking management company, chief financial officer for a hedge fund, staff accountant with a major national accounting firm and nuclear engineer. He has been with Sigma since 2006. A licensed CPA, he holds a postbaccalaureate certificate in accounting from Portland State University and a bachelor’s degree in chemical engineering from Oregon State University. Jim’s favorite movie is The Shawshank Redemption.



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Jeanette Armitage


Chief Technology Officer

Jeanette Armitage

Chief Technology Officer

With more than 24 years of experience in financial services, Jeanette joined Sigma in March 2015. She is responsible for evaluating and monitoring information systems to improve operational efficiency, meet Sigma’s high standards for security and compliance, and ensure business continuity planning. Previously she held technology and systems administrative roles at a wealth management firm that is now CTC Consulting and CTC|myCFO. She received a bachelor’s degree in business from Oregon State University. Jeanette’s favorite book is, April 1865: The Month That Saved America by Jay Winik.



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Kristen Kestel


Senior Client Advisor

Kristen Kestel

Senior Client Advisor

Kristen joined Sigma in June 2018 and brings with her more than 15 years of experience in financial services. She has partnered with hundreds of clients to establish, and stay committed to, an investment plan aligned with their long-term investment goals. Kristen also designed and implemented learning solutions for investment novices to tenured professionals as well as custom educational programs for pension plans, foundations and sovereign wealth funds. She earned bachelor’s degrees in English Writing and International Studies from Loras College in Dubuque, Iowa.



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Suzanne Geary


Strategic Consultant

Suzanne Geary

Strategic Consultant

Suzanne brings deep experience in strategic organizational development, management and operations to Sigma. She joined the firm in March 2015 after serving as founding executive director of College Possible Portland, spearheading organizational growth and building partner relationships. She earned her bachelor’s degree and master’s of health administration from Tulane University. She serves on the boards of the Portland Art Museum, Oregon Symphony, Arlington Club Heritage Foundation and College Possible Portland. Suzanne’s favorite book is The Complete Stories by Flannery O’Connor.



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Timothy J. Wylder, Esq.


Vice President, Client Advisor, Principal

Timothy J. Wylder, Esq.

Vice President, Client Advisor, Principal

Tim practiced law before joining Sigma in 2009 and continues to maintain a limited law practice in Montana, focusing on estate planning and trust litigation. He successfully prosecuted a large plaintiff’s case concerning the prudent investor rule. Previously he was in private business and practiced corporate and transactional law for Stoel Rives. He received a bachelor’s degree in philosophy from Stanford University and a law degree from the University of Oregon. Tim’s favorite movie is Lonesome Dove.



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Michael J. Freiling, CFA


Portfolio Manager, Client Advisor

Michael J. Freiling, CFA

Portfolio Manager, Client Advisor

An expert in pension and retirement plans, Mike writes a quarterly report on the investment markets that is distributed to some of the nation’s largest pension and 401(k) plans. Before joining Sigma in 2000, he developed software products for the pension and investment industry. He maintains an active independent consulting practice. Mike holds a doctorate in applied mathematics from Massachusetts Institute of Technology. He is a former Henry Luce Scholar and taught portfolio management at Oregon Graduate Institute. Mike’s favorite movie is Akira Kurosawa’s 我が 青春 に 悔いなし, translated into English as “No Regrets for Our Youth”.



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Norinda Ray


Senior Client Service Representative

Norinda Ray

Senior Client Service Representative

A member of the Sigma team since July 2009, Norinda provides support to Sigma’s client service managers as well as clients, assisting them with their financial requests and account needs. Norinda has more than 14 years' experience in financial services and her favorite quote is: “No one cares how much you know, until they know how much you care.”  – Theodore Roosevelt



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Matthew W. Sheets


Client Advisor

Matthew W. Sheets

Client Advisor

Matt joined Sigma in July 2014. He works with clients on day-to-day management of their accounts as well as other financial needs. He earned a bachelor’s degree in political science from Oregon State University and is a member of the Boys & Girls Club of Portland Emerging Leaders Board. Matt’s favorite quote is, "Failure to prepare is preparing to fail."-John Wooden



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Korina Kaio-Maddox


Marketing & Client Service Representative

Korina Kaio-Maddox

Marketing & Client Service Representative

Korina joined Sigma in March 2016. She previously worked in event planning, community engagement and outreach at various Portland nonprofits serving marginalized youth. At Sigma her duties include creating marketing materials, planning client engagement events and providing service at a standard of excellence for clients. She graduated from Pacific University with a degree in journalism and her favorite book is The Art of Racing in the Rain, by Garth Stein.



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John W. Settle, CFA


Consultant

John W. Settle, CFA

Consultant

An emeritus associate professor of finance, John has worked with Sigma on consulting projects intermittently since 2000. He still occasionally teaches investments and portfolio management at Portland State University. John has a bachelor’s degree in mathematics from Pomona College and a bachelor’s degree, MBA and PhD from the University of Washington.



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Rocio Arreola


Administrative Assistant and Receptionist

Rocio Arreola

Administrative Assistant and Receptionist

Rocio joined Sigma in May 2018. She comes from a development background in the nonprofit field and most recently worked as a program assistant for a rigorous college-prep alternative school. She graduated from Oregon State University-Cascades with a degree in General Business Administration.



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