Andrew Becket, MBA
Andrew graduated from Pepperdine University with a Masters in Business Administration with an emphasis in finance. He is a member of the Beta Gamma Sigma International Honor Society for exemplary academic achievements during his business school program.
Andrew spent the first years of his professional career working in the commercial real estate industry as a commercial broker where he gained valuable insight in real estate finance and the ability to discover and service his clients’ needs.
Wealth management was always his true passion and in early 2012 Andrew joined the Sagent Wealth Management team. Andrew is typically the first point of contact for both prospective and current clients and believes strongly in building trust before all else. He has a strong commitment to exemplary service and helping potential clients navigate through the initial process in order to achieve their financial goals.
Andrew resides in Irvine and spends most weekends taking advantage of the surrounding trails with his dog Abby.
Kitty started her career path in the financial services industry in August of 2006 at the corporate office of TD Ameritrade. There she worked as a new accounts specialist, assisted with the account opening process and worked on various projects with the TD Ameritrade and TD Waterhouse merger. In November of 2007, she left the company to pursue an opportunity at LPL Financial as an insurance licensing specialist. She spent her next 4 years in this role. She assisted advisors with licensing needs and worked with various insurance carriers to ensure advisors had the necessary infrastructure to sell insurance and annuity products. After her work as the lead in a high priority conversion project, she was promoted to a senior new accounts specialist. Her duties were to deal with escalated issues for high asset advisors. In her short time there, she quickly became one of the most knowledgeable people in the role.
In March of 2013, she left LPL Financial and began working at Sagent Wealth Management as the office manager and compliance officer. Her previous experience working as an office manager and her extensive background in the financial industry makes her an instrumental resource to Sagent and its clients. Kitty exhibits strong dedication for attention to detail and servicing Sagent’s clients with the utmost professionalism
Kitty lives in Mission Viejo with her fiancé and two toddler boys. She loves spending time with her family and playing volleyball in her spare time.
Marshall G. Eichenauer, Jr., CIMA®
Owner and Founding Partner
Marshall graduated in 1983 from Arizona State University with a Bachelor of Science degree in Business Finance. In 2006 he completed the IMCA Certified Investment Management Analyst Program at the University of Pennsylvania – The Wharton School.
He spent the first ten years of his professional career working in the Home Building industry where he gained an invaluable education in real estate through the various positions he held, including Project Manager and Vice President of land acquisition.
In 1993, Marshall turned to a career in Finance and began working for Shearson Lehman Brothers (later purchased by SmithBarney). During his tenure, Marshall was consistently ranked one of the most successful advisors amongst his peers. In 1996 he moved to PaineWebber (later purchased by UBS Financial Services, Inc.), where he would spend the next 13 years and eventually be named a Senior Vice President-Investments and a member of the prestigious Presidents Club.
With a strong belief that clients deserved more than what they were getting from the large Wall Street firms, Marshall formed Sagent Wealth Management in 2008. Here, he devotes himself to making sure clients receive exemplary service and honest, timely and sound financial advice.
When not working, Marshall is a full time husband and father to three wonderful children. He is an avid mountain and road bike rider. In the winter months, Marshall volunteers with the National Ski Patrol, an organization that provides first aid to injured snow skiers and snowboarders. He is an active member of the Laguna Art Museum where he served as Treasurer from 2009 until 2012. He also volunteers with the Boy Scouts of America as the leader of the Cub Scout program at St. Margaret’s Episcopal School in San Juan Capistrano, California.
Olivio R. Gomez
Olivio has been helping individual investors and business owners plan and obtain their financial goals for the past five years. By developing a deep understanding of each client’s unique financial position and having a genuine interest in his clients personal and financial well-being, Olivio has established himself as a trusted financial professional in the Southern California area.
Olivio graduated from the Haas School of Business at UC Berkeley in 1996 with a B.S. in Business Administration and from the UCLA Anderson School of Management with a MBA in 2002. Olivio developed a distinguished career in corporate finance at Gap Inc. and at Home Depot where his responsibilities included developing and managing corporate budgets, monthly sales forecasts and strategic long range plans for multi-billion dollar organizations.
Most recently, Olivio was with Edward Jones Investments. He decided five years ago that he wanted to leverage his experience and expertise in Finance to help individuals better plan for their financial future. He started with Edward Jones in June 2006 and was given the responsibility of opening the Ladera Ranch office in December of 2007. While at Edward Jones, Olivio helped over 275 clients address their financial goals by making prudent investing decisions and executing comprehensive financial plans.
Originally from the San Francisco Bay Area, Olivio now considers Orange County his home. He resides in Rancho Santa Margarita with his wife and daughter. In addition to his family, he shares his home with two cats, a dog and a couple of desert tortoises. He enjoys road trips to San Francisco and the Arizona area to visit family. During the months of August through January, he can be found cheering on the UC Berkeley Golden Bears football team…GO BEARS!