Our firm, PGR Solutions, LLC, was founded in 2002, but our roots reach decades into the past. Our original firm was formed in 1983 when two established companies—one founded in 1969 by William Pihl and the other in 1976 by Dave Roberts and Dan Gutierrez—joined forces to offer actuarial consulting and employee benefit plans.

Today our firm is a fee-only Registered Investment Advisory firm serving individuals, couples, small businesses, and financial advisors throughout the West Coast. What has not changed is our focus on relationships. Not only are our founders still with the firm, but we are committed to long-term relationships with our staff and our clients. In fact, that is what we look for in new clients: someone we can work with throughout their career and retirement. It is in helping them reach their goals over the long term that we find our work to be most successful and gratifying.

 

The PGR Mission

We have done things differently from other advisory firms since our founding. Our mission is fourfold:
 

LIBERATE

We seek to liberate you from the stress of financial concerns through personalized life planning. We want you to feel confident that we will be there for you through all of life’s changes.

EDUCATE

We want you to understand the financial strategies we employ and why. We take the time to educate you about your money and investments, breaking down complex concepts into plain English.

RELATE

We strive to build relationships that last a lifetime because we believe that it how we can best achieve the returns you need to meet your life goals.

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Flourish

It is our heartfelt belief that if we work through the first three tenets of our mission together, a successful life is sure to follow—a success measured by nothing less than the ability to live your life with purpose and passion. We do not want you to simply live—we want you to flourish!

 

Our Philosophy

Our investment philosophy is based on the science of investing and decades of Nobel Prize-winning academic research. We help clients realize the returns they need to achieve their goals through the following process:
 

Buy the Markets

We eschew the risk and expense of individual stock selection and instead invest across the market in virtually all publicly traded companies.

Capture Returns

We do not try to guess market direction but instead build portfolios designed to capture the natural dimensions of expected returns that markets provide.

Diversify Globally

We build globally diversified portfolios because the U.S. is only part of worlds market and we are impacted by a global economy.

Reduce Costs

We reduce the costs and fees associated with traditional investment management so that our clients can enjoy greater returns.

Practice Discipline

We do not base our investment decisions on fear, greed, or market headlines, and instead adhere to our investment strategy through all market cycles, both good and bad.

 

Our Team

 
WILLIAM PIHL Founder

WILLIAM PIHL
Founder

DAN GUTIERREZ Founder/CIO

DAN GUTIERREZ
Founder/CIO

DAVE ROBERTS Founder

DAVE ROBERTS
Founder

KELLY ROEMERS Principal, COO/CCO

KELLY ROEMERS
Principal, COO/CCO

JAKE PARSONS, CFP® Principal, CEO

JAKE PARSONS, CFP®
Principal, CEO

 
 
 
MICHAEL ROGERS National Sales Advisor

MICHAEL ROGERS
National Sales Advisor

STEPHEN ELLENWOOD Customer Care Representative

STEPHEN ELLENWOOD
Customer Care Representative

CHERYL RENTERIA Customer Care Representative

CHERYL RENTERIA
Customer Care
Representative

MONICA HUFFER Customer Service Associate

MONICA HUFFER
Customer Service Associate

 
 
BRYAN GUTIERREZ Advisory Associate

BRYAN GUTIERREZ
Advisory Associate

ERIC SCHWERTLEY Retirement Plan Consultant, Principal

ERIC SCHWERTLEY
Retirement Plan Consultant, Principal

ANN CHRISTIAN Retirement Plan Consultant, Principal

ANN CHRISTIAN
Retirement Plan Consultant, Principal

MIKE ROBERTS Investment Advisor Representative

MIKE ROBERTS
Investment Advisor Representative

 

Alliances