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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

William R. Wilde

President | Investment Advisor Representative

480.361.6203

480.361.6215

As president at Wilde Wealth Management Group, Bill has been helping guide individuals and businesses toward theit financial goals for over 25 years.

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Trevor Wilde, MBA, AIF®

Managing Director | Investment Advisor Representative

480.361.6203

480.361.6215

Trevor, an Investment Advisor Representative, has been in the financial services industry since 1999. He played football for the University of Arizona where he graduated with a Bachelor’s Degree in Business Communications, and...

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Janenne Lackey, CFP®

Chief Operating Officer | Investment Advisor Representative

480.361.6203

480.361.6215

Janenne Lackey, CFP® has been a Registered Representative since 2001 and joined Wilde Wealth Management Group, Inc. and Cetera Advisors LLC in 2008. Janenne holds the designation of CERTIFIED FINANCIAL PLANNER® and has since 2008.

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Kirtus Brutsman, CFP®

Wealth Advisor | Investment Advisor Representative

480.361.6203

480.361.6215

With 15+ years of experience in Investment and Portfolio Analysis, Kirtus is a CFP® (CERTIFIED FINANCIAL PLANNER™) who is passionate about helping his clients meet their financial goals. Kirtus focuses on a comprehensive...

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Andrew Sampson

Regional Vice President | Investment Advisor Representative

480.361.6203

Andrew began in the financial services industry in Dec 2010 after a successful career in fitness.

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Douglas W. Cole, MIM

Director of Investment Management

480.361.6203

Doug proudly brings over 30 years of investment experience to Wilde Wealth Management. Doug focuses on portfolio design and management, holistic financial planning, and wealth management.

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Seth Wilde

Registered Representative

480.361.6203

480.361.6215

Seth Wilde, a Registered Representative, has been a part of Wilde Wealth Management Group since 2007. After graduating from Utah Valley University, Seth embarked on a career in financial services during tumultuous market conditions....

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Lionel Evans

Investment Advisor Representative

480.361.6203

Lionel Evans brings several years of extensive training and financial planning experience. He holds the Series 7, Series 63, long-term care, and Arizona state insurance licenses. Lionel has a reputation for truly caring about his...

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Stephanie Kotula

Director of Operations

480.361.6203

480.361.6215

Stephanie became a part of Wilde Wealth in 2013, bringing with her a lengthy and diverse background in customer service and leadership. She has worked in the financial services industry since 2010 and prior to that spent 10 years as a...

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Vanessa Blaha

Administrative Account Manager

480.361.6203

480.361.6215

Vanessa joined our team in April of 2012. Vanessa is responsible for daily operational items and leads our client services team.

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Steven joined the Wilde Wealth team in January of 2015, bringing experience from both the independent advisory and brokerage environments.

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Randi Hartmann

Administrative Account Manager

480.361.6203

480.361.6215

Randi joined Wilde Wealth Management Group in January 2016 as Director of First Impressions.

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Laurie Deeg

Director of Client Communications

480.361.6203

480.361.6215

Laurie has been with our firm since 1994, and has been a key to the success of developing and maintaining our client relationships. She provides the ‘personal touch’ type of service our company prides itself on.

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Barb Scott

Director of Communications

480.361.6203

480.361.6215

Barb joined our team in January of 2008, after a 16 month retirement from Qwest Communications where she worked for over 27 years.

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Sheila Matusow

Scheduling Specialist/Event Coordinator

480.361.6203

480.361.6215

Sheila joined our team in January 2014 as Director of First Impressions.  In January 2015, Sheila joined the Client Communications Team coordinating our yearly core events as well as scheduling client reviews. 

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Kayla joined the Wilde Wealth team in May 2013 as an intern while studying for her bachelor's degree from Arizona State University.

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Kim Bennett

Director of First Impressions and Client Service Associate

480.361.6203

480.361.6215

Kim joined the Wilde Wealth team in March of 2017 as our Director of First Impressions and Client Service Associate. She has an extensive background in financial services and customer service. Originally from Montana she has lived in...

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