The Wyoming Wealth Advisory Group
Doug Hockett
Senior Vice President/Investments; Portfolio Manager - Solutions Program
Doug Hockett
Senior Vice President/Investments; Portfolio Manager - Solutions Program
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Doug has been helping clients navigate complex financial issues and market environments since 1999. He currently serves as Senior Vice President/Investments and Portfolio Manager - Solutions Program delivering comprehensive wealth management strategies tailored to each client’s unique goals and circumstances. Throughout his career, Doug has held several leadership roles, including Branch Manager, Family Wealth Advisor, and Portfolio Management Director. His experience across these positions provides clients with a broad, strategic perspective that integrates investment management, risk mitigation, and long-term financial planning. In 2025, Doug made the Stifel President’s Council, a recognition reflecting his commitment to excellence, client service, and consistent performance.
Doug’s primary areas of focus include asset management, risk management strategies, and comprehensive wealth planning. This work involves building and managing customized portfolios aligned with client objectives, protecting wealth through disciplined allocation and risk-aware planning, and coordinating investment, retirement, and legacy strategies for long-term success. Deeply rooted in Wyoming, Doug remains actively involved in his community.
He has served on several local boards, including Sheridan Country Club, Whitney Benefits, and the Forward Sheridan Board. He is also a graduate of Leadership Wyoming (2017), demonstrating his commitment to developing leadership and supporting communities across the state. Raised in a small rural Wyoming community, Doug carries forward the values of hard work, integrity, and personal connection into his professional life. He earned a Bachelor of Science degree from the University of Wyoming and holds multiple securities licenses, including the Series 7, 9 & 10, 63, and 65. Outside the office, Doug is active in his church and dedicated to mentoring youth through coaching basketball and baseball, further reflecting his commitment to family and community.
For 2025 qualification, the Stifel Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 advisors across the nation.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Doug’s primary areas of focus include asset management, risk management strategies, and comprehensive wealth planning. This work involves building and managing customized portfolios aligned with client objectives, protecting wealth through disciplined allocation and risk-aware planning, and coordinating investment, retirement, and legacy strategies for long-term success. Deeply rooted in Wyoming, Doug remains actively involved in his community.
He has served on several local boards, including Sheridan Country Club, Whitney Benefits, and the Forward Sheridan Board. He is also a graduate of Leadership Wyoming (2017), demonstrating his commitment to developing leadership and supporting communities across the state. Raised in a small rural Wyoming community, Doug carries forward the values of hard work, integrity, and personal connection into his professional life. He earned a Bachelor of Science degree from the University of Wyoming and holds multiple securities licenses, including the Series 7, 9 & 10, 63, and 65. Outside the office, Doug is active in his church and dedicated to mentoring youth through coaching basketball and baseball, further reflecting his commitment to family and community.
For 2025 qualification, the Stifel Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 advisors across the nation.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Jeffrey D. Tomlinson
Vice President/Investments; Branch Manager
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Jeff has been helping clients navigate complex markets since 1998 and joined Stifel in 2009. He came to Stifel through a series of corporate transitions following his work with Piper Jaffray and UBS Financial Services, building a strong foundation in investment strategy and client service. Jeff has also served as a Branch Manager since 2006, demonstrating long-standing leadership and oversight experience.
Jeff’s interest in finance began early at age 16, when his father opened an IRA for him and invested his very first paycheck. That early experience sparked a lifelong commitment to helping others pursue financial independence.
Before entering the financial services industry, Jeff was actively involved in his community, running the youth basketball leagues at the Sheridan County YMCA from approximately 1995 to 1999. This early leadership role reflected his passion for mentorship and community engagement. He has also spent over a decade coaching youth sports, further underscoring his commitment to mentorship and teamwork.
From 1999 to 2003, Jeff and his wife owned and operated a Hallmark store. During that time, he continued working as a financial advisor, balancing the responsibilities of small business ownership with his commitment to serving clients an experience that provides him with a unique perspective on the needs of business owners.
Today, Jeff focuses on cutting through market noise to provide clear, steady guidance. He works closely with each client to develop personalized investment strategies designed to align with their goals, risk tolerance, and long-term vision.
In addition to his professional work, Jeff serves as a Trustee for Sheridan County School District #2, reflecting his commitment to his local community and its future.
Jeff earned a Bachelor of Science in Composite Marketing from Black Hills State University. He holds Series 7, 9 & 10, 63, and 65 securities licenses and holds a Wyoming Life Insurance license.
Jeff’s interest in finance began early at age 16, when his father opened an IRA for him and invested his very first paycheck. That early experience sparked a lifelong commitment to helping others pursue financial independence.
Before entering the financial services industry, Jeff was actively involved in his community, running the youth basketball leagues at the Sheridan County YMCA from approximately 1995 to 1999. This early leadership role reflected his passion for mentorship and community engagement. He has also spent over a decade coaching youth sports, further underscoring his commitment to mentorship and teamwork.
From 1999 to 2003, Jeff and his wife owned and operated a Hallmark store. During that time, he continued working as a financial advisor, balancing the responsibilities of small business ownership with his commitment to serving clients an experience that provides him with a unique perspective on the needs of business owners.
Today, Jeff focuses on cutting through market noise to provide clear, steady guidance. He works closely with each client to develop personalized investment strategies designed to align with their goals, risk tolerance, and long-term vision.
In addition to his professional work, Jeff serves as a Trustee for Sheridan County School District #2, reflecting his commitment to his local community and its future.
Jeff earned a Bachelor of Science in Composite Marketing from Black Hills State University. He holds Series 7, 9 & 10, 63, and 65 securities licenses and holds a Wyoming Life Insurance license.
Patrick F. Johnson
CFP
CFP
Vice President/Investments
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Patrick (PJ) Johnson is a Vice President/Investments at Stifel with more than 25 years of experience helping individuals and families navigate complex financial decisions. He began his career in 2001 with Piper Jaffray, where he established a strong foundation in investment strategy and client service that continues to guide his approach today.
PJ is a CERTIFIED FINANCIAL PLANNER® certificant, having earned his certification in September 2006. He also holds a Personal Financial Planning Certificate from Metropolitan State University of Denver (2006), combining formal education with decades of practical experience. He maintains Series 7 and 63 securities licenses, underscoring his qualifications and commitment to serving clients with professionalism and expertise.
He specializes in comprehensive wealth planning, retirement income strategies, and charitable giving, working closely with clients to align their financial resources with their long-term goals and values.
PJ helps clients simplify complex decisions, plan confidently for retirement, and build lasting financial legacies.
Outside of his professional work, PJ is actively involved in his community. He is a former board member of the Sheridan Amateur Hockey Association and has contributed his time as both a coach and referee, reflecting his commitment to mentorship, leadership, and youth development.
PJ is a CERTIFIED FINANCIAL PLANNER® certificant, having earned his certification in September 2006. He also holds a Personal Financial Planning Certificate from Metropolitan State University of Denver (2006), combining formal education with decades of practical experience. He maintains Series 7 and 63 securities licenses, underscoring his qualifications and commitment to serving clients with professionalism and expertise.
He specializes in comprehensive wealth planning, retirement income strategies, and charitable giving, working closely with clients to align their financial resources with their long-term goals and values.
PJ helps clients simplify complex decisions, plan confidently for retirement, and build lasting financial legacies.
Outside of his professional work, PJ is actively involved in his community. He is a former board member of the Sheridan Amateur Hockey Association and has contributed his time as both a coach and referee, reflecting his commitment to mentorship, leadership, and youth development.
Beki Speas
Client Service Associate
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Beki brings more than 27 years of experience in the financial services and accounting industries and has been with Stifel since 2015. As a Client Service Associate, she is dedicated to providing personalized support and helping ensure clients have a smooth, efficient experience with their accounts. Known for her attention to detail and responsiveness, Beki takes pride in being a reliable resource for both clients and her team.
She earned her Associate of Science degree in Accounting from Northwest College and is a graduate of Leadership Sheridan County through the Sheridan County Chamber of Commerce. Beki is also very active in the community, currently serving as President of the Wyoming Historical Society. She has also served on the board of the Museum at the Bighorns/Sheridan County Historical Society.
Beki has two adult sons, Hunter and Braeden. Outside of work, she especially enjoys Wyoming’s summer and fall seasons and spends as much time as possible outdoors with family and friends.
She earned her Associate of Science degree in Accounting from Northwest College and is a graduate of Leadership Sheridan County through the Sheridan County Chamber of Commerce. Beki is also very active in the community, currently serving as President of the Wyoming Historical Society. She has also served on the board of the Museum at the Bighorns/Sheridan County Historical Society.
Beki has two adult sons, Hunter and Braeden. Outside of work, she especially enjoys Wyoming’s summer and fall seasons and spends as much time as possible outdoors with family and friends.
Will Pelissier
Registered Client Service Associate
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Will Pelissier grew up in Big Horn, Wyoming, where he developed a strong sense of community and a solid work ethic that still guide him today. After graduating from Big Horn High School, he attended the University of Wyoming, where he was a member of the Cowboys football team from 2020 to 2024.
During his time there, Will earned both his bachelor’s degree in Finance and his Master of Business Administration (MBA). He also holds his Series 7, 63, and 65 securities licenses. Will is passionate about delivering a high level of service and focuses on building strong relationships, paying close attention to detail, and providing personalized support to each client.
He takes pride in his Wyoming roots and brings that same sense of integrity and commitment to the way he serves his clients and community. In addition to his professional work, Will serves as Treasurer for Tele-Hope, a Laramie-based nonprofit focused on mental health outreach and advocacy.
Will married his wife, Morgan, in June 2026. Outside the office, he enjoys spending time with family and friends, exploring the outdoors, and traveling with his wife.
During his time there, Will earned both his bachelor’s degree in Finance and his Master of Business Administration (MBA). He also holds his Series 7, 63, and 65 securities licenses. Will is passionate about delivering a high level of service and focuses on building strong relationships, paying close attention to detail, and providing personalized support to each client.
He takes pride in his Wyoming roots and brings that same sense of integrity and commitment to the way he serves his clients and community. In addition to his professional work, Will serves as Treasurer for Tele-Hope, a Laramie-based nonprofit focused on mental health outreach and advocacy.
Will married his wife, Morgan, in June 2026. Outside the office, he enjoys spending time with family and friends, exploring the outdoors, and traveling with his wife.
Lynn Custis
Client Service Associate
3072181171
Lynn was born and raised in Wyoming and brings to Stifel over 25 years of customer service & leadership experience. She joined Stifel in 2026 as a Client Service Associate, where she is known for her friendly, approachable style and commitment to creating a welcoming, positive experience for every client.
Lynn is passionate about helping others and takes pride in delivering top-tier service with a personal touch. She enjoys building relationships and making sure each client feels supported and valued. Lynn earned a Bachelor of Science from the University of Wyoming.
Outside the office, Lynn enjoys gardening and spending time with family and friends, especially in the mountains. She is also actively involved in her community, serving on county boards and volunteering with local nonprofit organizations, such as the Rocky Mountain Elk Foundation. Lynn believes it’s the people in our lives who truly make a difference every day.
Lynn is passionate about helping others and takes pride in delivering top-tier service with a personal touch. She enjoys building relationships and making sure each client feels supported and valued. Lynn earned a Bachelor of Science from the University of Wyoming.
Outside the office, Lynn enjoys gardening and spending time with family and friends, especially in the mountains. She is also actively involved in her community, serving on county boards and volunteering with local nonprofit organizations, such as the Rocky Mountain Elk Foundation. Lynn believes it’s the people in our lives who truly make a difference every day.
Carter McComb
Client Service Associate
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Carter McComb was born and raised in Sheridan, Wyoming, where he developed a strong work ethic and an appreciation for the values of integrity, perseverance, and community. He believes that these values are something that has always helped him in life and he is proud to call Sheridan home. Carter earned a Bachelor of Science in Business from the University of Wyoming, majoring in Finance and Business Economics. During his time at the University, he was a member of the track and field program on scholarship, an experience that strengthened his discipline, determination, and commitment to achieving long-term goals. He is passionate about continuous learning, professional growth, and building relationships. He enjoys spending time with his family and friends outside of the office. In his spare time, he enjoys golfing, fly fishing, and time in the mountains.