Welcome to our team: Heather, Jeffrey, and Rob have worked together for several years with a symmetry that clients have been able to rely on and trust. The team consists of over 60 years of financial services experience combined. Heather is the face of our Southern California team and applies a qualitative approach, with her behavioral science background, while Jeffrey and Rob apply a quantitative approach, so combined it is a team that works for them and their clients. Welcome to the team!

Wealth Advisor
Heather Hastey

About this Advisor

Heather Hastey passionately built her career in the financial services industry, over the past 20+ years, by studying the markets, training, and reading. After she graduated from the University of Arizona, she thought she would pursue a career in Behavioral Science helping kids; however, her move to San Diego, back in 1993, soon changed when she was offered a new position in the financial services industry.

She worked as an Assistant Branch Manager for both AVCO Financial and Home Savings of America; an Advisor with Wells Fargo Advisors where she was recognized for her top production, as a new hire. Her strong customer service skills have followed her throughout her banking, lending, and investment career.

Throughout her career, her achievements were recognized through awards such as President’s Club, Diamond’s Club, as well as Employee of the Quarter.

She has a passion for what she does. During the 2008 crisis, Heather spent her hours reading books such as The Essays of the Great Depression by Ben Bernanke, House of Morgan by Ron Chernow, as well as numerous business publications such as the Financial Times and Barrons. Heather enjoys engaging her clients and teaching them about the value of investment planning.

Her goal is to be the Trusted Advisor who consults and guides her clients all year long, not per sales transaction/commissions. She enjoys researching for her clients and working alongside them as well as the team she has put in place for each client, based on each of their own needs and financial goals.

She believes in taking a holistic approach with her clients. It’s not just about investments but the entire picture with her clients. It’s about designing a financial planning blueprint consisting of the client’s debt, real estate owned, insurance, college funds, and investments. She believes these areas play a key role when helping clients achieves their financial success.

Heather believes in the team building approach and collaboration, so if she doesn’t have the answer, she will work her network on her clients behalf.

She enjoys spending time with her dog, Missy, her cat, Rocket, friends, talking to her sisters, reading, volunteering, and going to the gym.

Important traits to her: Honesty and Integrity

Series 66 and CA Insurance License #0E12939

Branch Manager and Wealth Advisor
Robert Sayler

About this Advisor

My career in financial services began in 1995 at Dean Witter where I built a highly successful practice. I was recognized for my financial planning expertise and appointed as an Associate Vice President in 1999. I am certified by the Investment Management Consultants Association as having successfully completed coursework in the “Essentials of Investment Consulting”.

In 1997, Dean Witter merged with Morgan Stanley and the firm eventually changed its name to Morgan Stanley.

Sharing information with my clients through ongoing workshops and seminars is important to me. The market volatility experienced in the past few years has helped me to become proficient at hedging portfolios with the use of proper asset allocation and Alternative Investments.

In June of 2008 I started my own wealth management practice in association with SeaCrest Wealth Management. The objective approach and open architecture that is available to clients is truly refreshing and has long been a desired goal of mine.

Giving back to the community has always been important to me. I have served on many nonprofit boards such as the Rapid City Area Chamber of Commerce Transportation Committee the Pennington County Humane Society and the Rapid City YMCA.

On a personal note, Audra, my wife of 27 years, in addition to being my best friend and greatest supporter is a healthcare administrator at a local long term care facility. The greatest blessings of our lives are our two wonderful daughters, Sydney and Kelsey. We share a passion for outdoor activities of all kinds including hiking, biking, hunting and fishing, and golf. We are blessed to live in the beautiful Black Hills of South Dakota and try to take advantage of the natural beauty of our area every chance we get.

Let my experience be your guide in these difficult and often confusing markets. Let me help you with a plan for your success.

Wealth Advisor
Jeffrey A. Meyer CFA®, CFP®

About this Advisor

Jeffrey Meyer CFA, CFP is a Wealth Advisor, serving the unique needs and challenges of managing wealth for  institutions as well as  individuals.  As a Wealth Advisor, Mr. Meyer assembles the appropriate team of professionals to provide a full range of wealth services as well as developing customized investment management and advisory solutions as part of an overall management strategy.
Recognizing that no two clients are alike, Jeff takes the time to listen and understand your particular needs, goals, and vision. He understands client concerns and objectives for creating and preserving wealth.  This understanding serves as the basis from which he works with clients to address every aspect of their wealth.  This approach is designed to help clients achieve near- and long- term goals, whether they are seeking fundamental investment management, need to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.

When crafting an integrated wealth management plan, Mr. Meyer draws on his expertise in the following areas:

  • Retirement income planning
  • Estate planning
  • Investment Management
  • Business succession
  • Intergenerational wealth transfer
  • Asset Allocation
  • Risk Management
  • Philanthropy

It Starts with a Conversation

To learn how you can benefit from wealth management based on integrity and experience, please contact Jeffrey.

Jeffrey graduated from the University of South Dakota with a Bachelor of Science in Business Administration with an emphasis in Finance. He also earned a Master of Science Business Administration in Finance, with honors, from San Diego State University. Jeffrey is a Chartered Financial Analyst® charterholder and is a member of the Chartered Financial Analyst Institute. He also holds the designation of Certified Financial Planner™ practitioner.  He joined SeaCrest in 2008 and has over 14 years of service in the Financial Services Industry.

He is a member of the Rushmore Rotary and is active with Our Lady of Perpetual Help Cathedral Stewardship Committee and the Knights of Columbus. Jeffrey’s wife, Susan, is a Biotech Patent Attorney with the San Francisco based Law firm of Gordon and Rees. They have two children, Baxter and Sophia.