Our Team
Todd Sixt
Chief Executive Officer, Founder
Todd Sixt is the CEO of Strait & Sound. He is a successful and seasoned leader of financial service teams. His focus is to ensure Strait & Sound’s clients are provided with a first-class experience and that the work delivered by our people is unsurpassed in the financial services industry. At his core, he believes in excellence. Todd is deeply committed to helping clients achieve complete financial independence.
Todd Sixt
Chief Executive Officer, Founder
Todd Sixt is the CEO of Strait & Sound. He is a successful and seasoned leader of financial service teams. His focus is to ensure Strait & Sound’s clients are provided with a first-class experience and that the work delivered by our people is unsurpassed in the financial services industry. At his core, he believes in excellence. Todd is deeply committed to helping clients achieve complete financial independence.
Daniel Barnes
Director of Wealth Management, Founder
Daniel Barnes is the Director of Wealth Management for Strait & Sound. His mission is to frame and craft his client’s exposure to risk in accordance and alignment with their long-term financial goals. In this way, Daniel is instrumental in helping clients achieve complete financial independence.
Daniel Barnes
Director of Wealth Management, Founder
Daniel Barnes is the Director of Wealth Management for Strait & Sound. His mission is to frame and craft his client’s exposure to risk in accordance and alignment with their long-term financial goals. In this way, Daniel is instrumental in helping clients achieve complete financial independence.
Cory Baer
Chief Business Development Officer, Founder
Cory Baer is the Chief Business Development Officer for Strait & Sound. In this role, he fulfills a dual mission. First, he serves clients by ensuring that they have the best possible financial plan to achieve their long-term goals, particularly complete financial independence. Second, he also serves as an ambassador of the Strait & Sound brand by introducing the firm to the larger community and select strategic partners.
Cory Baer
Chief Business Development Officer, Founder
Cory Baer is the Chief Business Development Officer for Strait & Sound. In this role, he fulfills a dual mission. First, he serves clients by ensuring that they have the best possible financial plan to achieve their long-term goals, particularly complete financial independence. Second, he also serves as an ambassador of the Strait & Sound brand by introducing the firm to the larger community and select strategic partners.
Daniel Wu
Wealth Advisor
Daniel Wu is an experienced wealth advisor for high net-worth families and individuals. Daniel has served private clients since 1995, beginning his career with Schwab where he spent a decade. Over the course of his 25+ years in financial services, he has seen the highs and the lows of this industry. Daniel is passionate about problem-solving. He believes everyone has money problems, no matter how much money they have. It is his mission to help all of his clients achieve complete financial independence so they live a life free of money-worries.
Daniel Wu
Wealth Advisor
Daniel Wu is an experienced wealth advisor for high net-worth families and individuals. Daniel has served private clients since 1995, beginning his career with Schwab where he spent a decade. Over the course of his 25+ years in financial services, he has seen the highs and the lows of this industry. Daniel is passionate about problem-solving. He believes everyone has money problems, no matter how much money they have. It is his mission to help all of his clients achieve complete financial independence so they live a life free of money-worries.
Mitch Freedman
Wealth Advisor
Mitch Freedman is a CPA and wealth manager with a stellar 40-year plus career in the financial services industry. Since 1981, Mitch has been bringing ideas, solutions and passion to engagements with his clients. He is a self-described “true believer” in his clients’ goals and dreams. In fact, coming to understand his clients deeply and then building plans to achieve their goals is his primary mission.
Mitch Freedman
Wealth Advisor
Mitch Freedman is a CPA and wealth manager with a stellar 40-year plus career in the financial services industry. Since 1981, Mitch has been bringing ideas, solutions and passion to engagements with his clients. He is a self-described “true believer” in his clients’ goals and dreams. In fact, coming to understand his clients deeply and then building plans to achieve their goals is his primary mission.
Gil Wiseman
Wealth Advisor
Gil Wiseman is a seasoned executive and leader in the financial services industry. For more than three decades, Gil worked closely with executive leaders to achieve outstanding results for financial services teams. As a long-term team member with Farmers Insurance, Gil climbed the ladder of corporate responsibility, earning accolades and respect from all who worked with him.
Gil Wiseman
Wealth Advisor
Gil Wiseman is a seasoned executive and leader in the financial services industry. For more than three decades, Gil worked closely with executive leaders to achieve outstanding results for financial services teams. As a long-term team member with Farmers Insurance, Gil climbed the ladder of corporate responsibility, earning accolades and respect from all who worked with him.
Ping Guay
Wealth Advisor
Ping Guay is an experienced wealth advisor in the financial service industry. For more than 20 years, clients have trusted her to guide them toward their financial goals. Ping believes in relationships and seeks to develop deep and long-lasting relationships of trust with her clients. Ping knows her strengths well, having been an advisor for many years. She seeks to build relationships with individuals and families who need her unique skills, approach and perspectives.
Ping Guay
Wealth Advisor
Ping Guay is an experienced wealth advisor in the financial service industry. For more than 20 years, clients have trusted her to guide them toward their financial goals. Ping believes in relationships and seeks to develop deep and long-lasting relationships of trust with her clients. Ping knows her strengths well, having been an advisor for many years. She seeks to build relationships with individuals and families who need her unique skills, approach and perspectives.
Melanie Lee
Chief Compliance Officer
Melanie Lee is the Chief Compliance Officer of Strait & Sound. Melanie is keenly focused on ensuring Strait & Sound Wealth Management meets its fiduciary duties and responsibilities to each of the families we serve.
Melanie Lee
Chief Compliance Officer
Melanie Lee is the Chief Compliance Officer of Strait & Sound. Melanie is keenly focused on ensuring Strait & Sound Wealth Management meets its fiduciary duties and responsibilities to each of the families we serve.
We Provide Comprehensive Wealth Management Services For People Seeking Complete Financial Independence
Register For Blog
Please fill out the form below to sign up for the Strait Talk newsletter.