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:

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

ECA Financial Services, Inc.

  • Family-owned and operated financial services and benefits company

  • Specialize in designing and implementing employee benefits plans, individual plans, and unique long-term plans for business professionals and executives.

  • Provide employers innovative employee benefit strategies to match the goals of their business and the changing needs of employees, all while taking into account the evolving insurance industry.

Lisa M. Martin, RHU, Vice President

(602) 852-5215

Robert J. Wernecke, CLU, President

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

Phelps LaClair

  • Over 40 years’ experience in providing estate planning services
  • Experience in the areas of wills, trusts, LLC’s, estate planning, long-term care and Medicare planning, special needs planning, and much more

* Not affiliated or registered with Cetera Advisors LLC

D&E Insurance Group

  • Combined over 40+ years of experience in the Insurance Industry
  • 100% independent insurance agency, putting the client’s needs first and matching them with the right insurance plan
  • Offers personal insurance and commercial insurance

J.D. Wyczalek – Arizona College Planning

Mission is to empower high school students as they apply to colleges by helping them maximize scholarships, discover best fit colleges, discover rewarding majors and careers and streamlining the entire application and admission process.

  • Over 13 years’ experience in college planning
  • Personal attention to each student and family to understand what the goals of the student and family are
  • Extensive research into the types of scholarships that will best suit the student and provide financial relief
  • Has helped over 2,500 students achieve their goals of getting into college and be able to afford it

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