Broker Check
 

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, Bill has been helping to guide individuals and businesses toward their 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 followed in his father’s footsteps when he entered the financial services industry in 1999. Prior to joining the financial industry, Trevor played Football for the University of Arizona.

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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. She became a Certified Financial Planner™ professional in January 2008.

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Kirtus Brutsman, CFP®

Wealth Advisor | Investment Advisor Representative

480.361.6203

480.361.6215

Kirtus Brutsman focuses on developing and implementing strategies for our “Capital Preservation and Growth Strategy.”

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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 will focus on portfolio design and management, holistic financial planning, and wealth management. Doug’s education, experience, and calm...

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Seth Wilde

Registered Representative

480.361.6203

480.361.6215

Seth joined the financial services industry in 2007 after graduating from Utah Valley University with a Bachelors degree in Communications.

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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

Administrative Account Manager

480.361.6203

480.361.6215

Stephanie has a lengthy and diverse background in customer service. Prior to joining our team, she worked for 3 years in the financial services industry and 10 years in sports & entertainment.

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Vanessa Blaha

Administrative Account Manager

480.361.6203

480.361.6215

Vanessa joined our team full time in April of 2012. Vanessa is responsible for daily operational items. She is currently studying Business and Finance at the University of Phoenix.

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Steven joined the Wilde Wealth team in January of 2015, bringing 3 years of experience in the financial services industry.

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Whitney joined the financial industry in 2015 after earning her bachelor's degree from Brigham Young University.

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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 is now a member of the Client Communications Team where she coordinates many marketing 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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Randi Hartmann

Director of First Impressions

480.361.6203

480.361.6215

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

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