Our Team

Headshot of a man with dark hair and a beard, smiling, wearing a black shirt and light blue blazer against a gray background.

Pat Jarrell, MBV
Managing Partner, CCO

Pat Jarrell is a financial advisor and U.S. Navy veteran dedicated to helping clients grow and protect their wealth through clear strategies and tax-efficient investment solutions. Drawing on experience in traditional wealth management, alternative investments and 1031/DST strategies, he works with clients ranging from HENRYs (high earner, not rich yet) to high-net worth individuals and entertainers, creating portfolios that go beyond traditional offerings.

Before co-founding NorthWoods Financial Partners, Pat advised clients at Emerson Equity and Merrill Lynch, building a reputation for straightforward guidance and personalized planning. He holds a Master of Business for Veterans from the USC Marshall School of Business and a Bachelor’s in Business Administration from California State University, Los Angeles.

Based in Manhattan Beach, Pat believes every client deserves a collaborative, jargon-free approach to financial planning—focusing on real goals, not just numbers.

Pat holds FINRA Series 7 and 66 registrations.

Headshot of a smiling man with dark hair and beard, wearing a light blue dress shirt and gray blazer, in a bright indoor setting.

Adam Shipley
Managing Partner

Adam Shipley has been guiding clients through complex investment decisions since 2010. He began his career in commercial real estate, advising high-net-worth investors, business owners, and institutional managers. In 2015, after becoming securities licensed, Adam specialized in Delaware Statutory Trusts and syndicated real estate offerings—helping clients complete 1031 exchanges and integrate alternative investments into their portfolios.

Building on that expertise, Adam founded his Registered Investment Advisory firm to provide clients with a more holistic approach to wealth management. Today, he partners with individuals and families to design comprehensive financial strategies that address not only real estate investments, but also traditional portfolio management, retirement planning, and year-end tax mitigation. Adam also works closely with business owners to optimize and oversee their company-sponsored 401(k) plans.

Adam earned his Bachelor’s degree in Business Economics with a Minor in Management from the University of California, Irvine, and holds FINRA Series 3, 7, and 66 registrations. He lives in Los Angeles with his wife and two children.