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

Our team of tax, investment, legal, and insurance professionals are dedicated to providing outstanding personalized service to each and every client.

COMPLIMENTARY PORTFOLIO REVIEW

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

LICENSED FIDUCIARY ADVISOR & INVESTMENT ADVISOR REPRESENTATIVE

Nathan Faldmo, CFP®

INVESTMENT ADVISOR REPRESENTATIVE

Danny Brown

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Rocky Monson

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Kyle Soscia, CFP®

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Brian Scott

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Andrew Perry

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Christopher Price

CLIENT SERVICING ADVISOR

Leticia Santiago

Director of Operations

Rebecca Voyzey

DIRECTOR OF BUSINESS PROCESSING

Michelle Umbower

Director of Finance & Human Resources

Jennifer Reese

Operations Manager, Pacific Northwest

Deborah Buehler

Operations Manager, Las Vegas

Shea Willis

Scottsdale Office Operations Manager

Willow Hintz

Marketing & Events Manager

Lisa Rogers

Enrolled Agent, Tax Preparer

Kelsey Sidowski

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P: 623-400-6067
Toll-Free: 855-879-8293

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P: 503-446-4300

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P: 317-930-3095

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