Broker Check
 

Business Partners

Wilde Wealth Management has teamed up with local business experts to create an extensive line of products to assist you in all areas of your life.

The following individuals are part of our experienced In House Professionals:

Dalon J. Morgan, Plc.*

  • Graduated cum laude from the University of Idaho College of Law
  • 20+ years focusing on real estate and tax planning, real estate, and business tax matters
  • Member of the National Network of Estate Planning Attorneys

* Not affiliated or registered with Cetera Advisors LLC

Casey Taylor, Realtor, Mortgage Broker, MBA, COPE*

  • Graduate of Arizona State University
  • 15+ years of mortgage, real estate and banking experience
  • Certified Distressed Property Expert
  • Licensed Real Estate Agent and Mortgage Broker

* Not affiliated or registered with Cetera Advisors LLC

Mike Patinella, CPA, Registered Representative

  • 25+ years of experience providing tax return preparation and accounting services to high net worth individuals & small businesses
  • Earned Bachelor’s degrees in accounting and finance from the State University of New York at Buffalo
  • Certificate in Tax Planning and Advising for Closely Held Businesses
  • Certified Specialist in Estate Planning
  • Member American Institute of Certified Public Accountants
  • Member Arizona Society of Certified Public Accountants

Eric Newendorp, LUTCF, FSS, CHfC, & Registered Representative

  • Earned Bachelor’s degree from Iowa State University
  • 7+ years in the Insurance Industry

Doug J. Sinclair, LUTCF & Registered Representative

  • 35+ Years in the Insurance Industry
  • Life Underwriter Training Council Fellow
  • Member of the Independent Insurance Agents Association