Meet Your Team
Better Decisions Begin with Better Collaboration
Because your future deserves more than one perspective.
At Expedition Financial Services, we believe no one advisor can be an expert in every aspect of your financial life. That’s why we’ve built a collaborative team of specialists who bring deep expertise in their respective disciplines while working together to develop strategies tailored to your unique goals.
Rather than offering isolated advice, our professionals coordinate every recommendation so that your investments, retirement planning, tax strategies, estate planning, and business decisions work together as one comprehensive financial plan. This integrated approach helps uncover opportunities that might otherwise be overlooked while reducing costly gaps or conflicting advice.
Financial Planning Specialists
Joshua Derwin, MBA
Investment specialist
Josh’s passion for financial planning stems from seeing firsthand how preparation can shape a family’s future. With more than two decades of experience, he helps clients build comprehensive plans that address retirement, investments, insurance, taxes, and legacy goals. His mission is simple: prepare confidently and leave a lasting impact on the people they love.
[email protected]
CA Insurance License # 0145526
RaAndy Rao, CEPA®
Small Business & Tax Mitigation Specialist
Andy helps business owners, executives, and families build tax-efficient strategies to protect, preserve, and grow wealth. With more than 12 years of experience, he specializes in financial planning, business succession strategies, tax mitigation, and legacy planning. Known for his approachable style and straightforward advice, Andy helps clients navigate complex decisions with confidence while pursuing their long-term financial goals.
[email protected]
AR Insurance License # 01734029
Jeffry Curry, RICP®
Retirement planning specialist
Jeff brings a lifetime of service and leadership to his role as a Financial Planner. After distinguished careers in the Marine Corps Reserve and law enforcement, he now helps individuals and families navigate retirement with confidence. Jeff is known for his practical approach, thoughtful listening, and commitment to helping clients understand how and when they can retire.
Joshua West
Protection and Estate Planning Specialist
Joshua works with individuals and families to develop strategies that support their long-term financial objectives. His broad experience across retirement, investment, insurance, and estate planning allows him to help clients navigate important financial decisions with confidence. He values ongoing communication and believes strong relationships are built through consistent guidance and accessibility.
[email protected]
AR Insurance License #18800790 | CA Insurance License #4309587
Connor Middleton
Business Operations & Application Specialist
Connor helps clients turn financial goals into actionable plans and serves as a steady guide through life’s milestones and transitions. With a focus on comprehensive planning and estate planning coordination, he believes financial planning should provide both confidence and peace of mind. Clients appreciate his practical approach and commitment to helping them stay on track toward their goals.
Partnering Advisors & Staff
Zeke Reazin
Financial Advisor
Zeke helps individuals and families build a strong financial foundation with confidence. He specializes in making financial planning approachable, providing clear guidance, and empowering clients to understand their options and take meaningful steps toward their goals.
Chris WhiteheaD
Financial Advisor
Christopher is dedicated to helping individuals and families make confident financial decisions through personalized planning and trusted guidance. By taking the time to understand each client’s unique goals and priorities, he develops customized strategies designed to support long-term financial success and peace of mind.
CJ Reinhard
EFS House Advisor
CJ helps clients build confidence through retirement, investment, and tax-aware planning with a strong focus on risk management. Outside the office, he enjoys fishing, camping, cheering on the Chiefs, and spending time with his fiancée and family.
Emily Wann
Director of Operations
Emily oversees operations and team management, helping ensure clients receive a seamless experience. With a background in leadership and a passion for serving others, she enjoys spending time with her family, exploring nature, and caring for her three cats.
Diane Ellsworth
Senior Client Services Specialist
Diane is known for her reliability and commitment to efficient client service. She focuses on ensuring every request is handled promptly and accurately, helping clients feel supported while enjoying opportunities to travel and explore new places.
Kara Bagunu
Client Services Specialist
Kara specializes in onboarding and account servicing, helping clients navigate processes with confidence. Known for her responsiveness and attention to detail, she enjoys spending time with her husband and pets, reading, crafting, and playing piano.
Angela Shuler
Client Services Specialist
Angela is often the first friendly voice clients hear when contacting EFS. She enjoys helping people connect with the resources they need and spends her free time with family, grandchildren, friends, and her church community.
Austin Doss
Executive Assistant
Austin focuses on creating efficient, streamlined experiences for clients while ensuring questions are addressed before they become obstacles. His proactive approach, problem-solving mindset, and commitment to service help keep processes moving smoothly and effectively.