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Sierra Investment Management Logo

The Sierra Investment Team

Over 160+ years of combined experience.

The Sierra Investment Team

Over 100+ years of combined experience.

Skip Schweiss

Skip Schweiss

Chief Executive Officer

Skip Schweiss, CFP® is Chief Executive Officer at Sierra Investment Management. He oversees all operational activities of the organization, focusing on the growth of the firm and demonstrating the value of Sierra’s investment strategies to investors. Skip previously served as president of TD Ameritrade Trust Company and Managing Director of Advisor Advocacy for TD Ameritrade Institutional. Before joining TD Ameritrade, Skip spent 20 years in various management positions, including Executive Vice President at Fiserv Investment Support Services. Skip earned a BS in Business Administration from the University of South Dakota and an MS in Finance from the University of Colorado. He is past board president of the Financial Planning Association, and, in 2017, he was recognized as one of the “24 Most Influential People” on Investment Advisor magazine’s Readers’ Choice list.

Skip Schweiss

Skip Schweiss

Chief Executive Officer

Skip Schweiss, CFP® is Chief Executive Officer at Sierra Investment Management. He oversees all operational activities of the organization, focusing on the growth of the firm and demonstrating the value of Sierra’s investment strategies to investors. Skip previously served as President and Managing Director of Advisor Advocacy for TD Ameritrade Trust Company. Before joining TD Ameritrade, Skip spent 20 years in various management positions, including Executive Vice President at Fiserv Investment Support Services. Skip earned a BS in Business Administration from the University of South Dakota and an MS in Finance from the University of Colorado. He is past board president of the Financial Planning Association, and he earned the Readers’ Choice title of “24 Most Influential People in Industry” from Investment Advisor magazine.

Skip Schweiss

Skip Schweiss

Chief Executive Officer

Skip Schweiss, CFP® is Chief Executive Officer at Sierra Investment Management. He oversees all operational activities of the organization, focusing on the growth of the firm and demonstrating the value of Sierra’s investment strategies to investors. Skip previously served as President and Managing Director of Advisor Advocacy for TD Ameritrade Trust Company. Before joining TD Ameritrade, Skip spent 20 years in various management positions, including Executive Vice President at Fiserv Investment Support Services. Skip earned a BS in Business Administration from the University of South Dakota and an MS in Finance from the University of Colorado. He is past board president of the Financial Planning Association, and he earned the Readers’ Choice title of “24 Most Influential People in Industry” from Investment Advisor magazine.

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The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, Inc.