Personalized Targeted Investment Strategies
We can say with a high level of confidence that a passion for investing and finance was ingrained in the DNA of Colby McFadden.
Often called the “Alex P. Keaton” of the investing world, Colby began his career in 1997 as an independent advisor with First Portfolio Financial and advanced to lead the Tactical Retirement Strategies division. Colby was responsible for managing tactical investment models designed to optimize retirement investing strategies to create income and growth with minimal volatility for over 300 high net worth families.
As Founder and CEO of Quiver Financial, Colby focuses on the growth of both the company and investor portfolios. Through a synergistic approach of partnering with high-quality advisors and money managers, Colby has created a culture united in providing the knowledge and tools to help our clients achieve their investment and retirement goals sooner.
When Colby isn’t at his turret looking for the next investment wave you can find him driving up and down the CA coast in the Quiver Van searching for surf, teaching salty dogs about investing, and playing with his grandkids.
Laurel is the glue that holds everything together at Quiver Financial.
Serving as the Chief Operating Officer for 15 years, Laurel assists our clients by simplifying the process of how to access and best utilize their accounts.
Laurel’s extensive background in operations for both Broker-Dealers and RIA’s bringing a wealth of knowledge that will make your investing life more enjoyable and easier to understand.
Laurel is a mother of two beautiful children who spends her free time watching them play sports and enjoying adventures in the great outdoors.
Justin thrives on creating win-win scenarios for our clients.
Inspired by the art of the deal Justin began working in private equity and financial services at AR2 Capital. As a part of their research and analytics team, Justin focused on sector research as it related to macro market cycles.
As a partner and director of Quiver Financial Justin specialize’s in retirement and investment optimization strategies, including 401(k) maximization. He works closely with our clients to identify the right opportunities, at the time so that they can maximize their retirement savings and potential to achieve their dream retirement.
Justin is an avid golfer, football fan, and is an active member of the San Clemente business community.
Patrick Morehead is a self-proclaimed “Doogie Howser” of Alternative Investments. He has been helping individuals and businesses achieve their financial goals for over 10 years. Patrick brings to Quiver Financial an expertise in creating income and growth with alternative investments that have a reduced correlation to equity markets.
Patrick has extensive personal and professional experience in the financial services arena as well as business development. After receiving his Bachelors in Aviation Business from the University of North Dakota, he worked for US Airways. In 2011, he moved to California to help small aviation businesses to increase NOI and cut costs. Shortly after, Mr. Morehead entered the RIA arena to help individuals reduce volatility while increasing their retirement accounts and reducing taxes. Patrick’s extensive knowledge in Real Estate and Alternative investments is a great asset to anyone he meets to help them assess and achieve their financial goals.