Providing our clients with consistent growth, safety, & peace of mind.

Stewart Willis

PRESIDENT & HIGH NET WORTH ADVISOR

Dan Murphy

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Ernie Baillargeon

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Erick Jimenez

LICENSED FIDUCIARY & FINANCIAL PLANNER

Jeff Stegge

Licensed Fiduciary & Investment Advisor Representative

Kyle Chapman, CFP ®

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Scott Preble

FIDUCIARY ADVISOR & INVESTMENT ADVISOR REPRESENTATIVE

Nathan Faldmo, CFP®

INVESTMENT ADVISOR REPRESENTATIVE

Danny Brown

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Brad Olson, CPA/PFS

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Rocky Monson

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Kristofer Lanzer

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Kyle Soscia, CFP®

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Phillip Hogan

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Lisa Rogers

Tax Office Director

Michelle Umbower

Director of Operations & Finance

Jennifer Reese

Executive Assistant

Mary Mooney

Receptionist

Shea Willis

Scottsdale Office Operations Manager

Willow Buckley

Sherri Greene

Leticia Santiago

Arizona Operations Manager

Kelsey Sidowski

Deborah Buehler