Broker Check

7025 North Scottsdale Road, Suite 115, Scottsdale, AZ 85253

480-361-6203
info@wildewealth.com
Client Login

Our Team

Put a Century of Combined Experience to Work for You

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of client-centered professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to helping you pursue your idea of success for today and tomorrow.

Executive Leadership Team

Meet Our Executives

Trevor Wilde

Trevor Wilde, MBA, AIF®

Chief Executive Officer | Investment Advisor Representative

480.361.6203

Janenne Lackey

Janenne Lackey, CFP®

Chief Compliance Officer | Partner | Investment Advisor Representative

480.361.6203

Jeffrey Anthony

Jeffrey D. Anthony, CFP®

Chief Growth Officer | Partner | Investment Advisor Representative

480.361.6203

480.491.1325

Erica Bloudek

Erica Bloudek

Chief Operating Officer

480.264.5373

Douglas Cole

Douglas W. Cole, MIM

Co-Chief Investment Officer

480.361.6203

Gregory Hunter

Gregory Hunter

Co-Chief Investment Officer

480.361.6203

Financial Advisors

Trusted Financial Advisors

Andres Favela

Andres Favela, CFP®

Investment Advisor Representative

480.264.5370

623.825.4616

Andrew Rogers

Andrew Rogers

Managing Director | Wealth Manager

480-264-5375

Anthony Cosentino, CFP®

Anthony Cosentino, CFP®

Investment Advisor Representative

480.264.5309

Anthony Calhoun, CFP®

Anthony Calhoun, CFP®

Investment Advisor Representative

480.264.5326

623.825.4616

Ben Zamora

Ben Zamora

Wealth Management Advisor

480.264.5365

Benjamin Fernandez

Benjamin Fernandez

Financial Professional

480.264.5374

520.577.9522

Brian Hershey

Brian Hershey

Managing Partner | Senior Wealth Advisor

(480) 264-5355

C.J. Diegel

C.J. Diegel, CFP®

Investment Advisor Representative

480.361.6203

480.361.0549

Chadi Majed

Chadi Majed

Managing Partner | Senior Wealth Manager

480.334.7788

Chris Millar

Chris Millar

Financial Advisor

480.264.5332

David Jazo

David Jazo CFP®, CEPA®, AIF®

Managing Partner | Senior Wealth Advisor

480.264.5378

David Hickson

David Hickson, LUTCF

Financial Planner

480-264-5347

Douglas Cole

Douglas W. Cole, MIM

Co-Chief Investment Officer

480.361.6203

Drew Kliber

Drew Kliber - CRPS®

Managing Director | Partner, W Family Office Division

406-602-2688

Gregory Hunter

Gregory Hunter

Co-Chief Investment Officer

480.361.6203

James Shipe

James Shipe

Wealth Management Advisor

818.588.6936

805.549.4575

Janenne Lackey

Janenne Lackey, CFP®

Chief Compliance Officer | Partner | Investment Advisor Representative

480.361.6203

Jason Fial

Jason Fial

Partner | Investment Advisor Representative

480.264.5343

480.909.4288

Jeffrey Anthony

Jeffrey D. Anthony, CFP®

Chief Growth Officer | Partner | Investment Advisor Representative

480.361.6203

480.491.1325

Jonathan Fagan

Jonathan Fagan

Registered Representative

480.361.6203

Kirtus Brutsman

Kirtus Brutsman, CFP®, AAMS®

Investment Advisor Representative

480.361.6203

623.825.4616

Lauren Rogers

Lauren Rogers

Managing Director | Wealth Manager

480-264-5360

Lennard van der Feltz

Lennard van der Feltz, CFP®, MSM, MBA

Certified Financial Planner

480.641.1315

Lionel Evans

Lionel Evans

Investment Advisor Representative

480.361.6203

623.825.4616

Michael Obenauf

Michael W. Obenauf

Investment Advisor Representative

480.264.5348

Michael Self, CFP®

Michael Self, CFP®

Senior Wealth Manager

480.361.6203

Nicholas Bair

Nicholas Bair, CFP®, ChFC®

Managing Partner | Senior Wealth Advisor

602.336.4659

Pete Crimmins

Pete Crimmins

Wealth Advisor

480.696.4784

480.718.8640

Rob Huish

Rob Huish

Senior Wealth Manager

480.264.5371

Robert Shipe

Robert Shipe

Senior Financial Advisor

805.549.4585

805.549.4575

Robert Vollmer

Robert Vollmer, MBA

Registered Principal

949-455-1978

Robert J. Wernecke CLU®

Robert J. Wernecke CLU®

Registered Representative Emeritus

602.852.5208

602.840.3901

Scott Aitken, CFP® AIF®

Scott G. Aitken CFP®AIF®

Partner | Investment Advisor Representative

480.361.6203

480.491.1325

Seth Wilde, AIF®

Seth Wilde, AIF®

Partner | Registered Representative

480.361.0540

480.491.1325

Shane O'Keefe

Shane O'Keefe, CFP®, WMCP®

Investment Advisor Representative

480.361.0537

Shawn Perona

Shawn Perona, CFP®, WMCP®, CRPC®

Investment Advisor Representative

480.264.5369

Tim Lewis

Tim Lewis

Investment Advisor Representative

(520) 577-9500

(520) 577-9522

Trevor Wilde

Trevor Wilde, MBA, AIF®

Chief Executive Officer | Investment Advisor Representative

480.361.6203

Vincent Esparza

Vincent Esparza CFP®, CLU

Managing Director

480.473.9450

480.452.1919

William Wilde

William R. Wilde

Board of Directors | Investment Advisor Representative

480.361.6203

A Solid Foundation for Building Your Legacy

As an independent advisor, you have the freedom to establish your business the way you want, but when you join the Wilde Wealth network, you’ll have access to a strong foundation of resources, tools, experience, and guidance to help you turn your vision into a legacy.

Contact us today. Let’s see what we can build together.

Go Wilde Today

Management

Operations & Management Team

Ashley Rak-Kinonen

Ashley Rak-Kinonen

Director of Operations and Advisor Development

480-361-6203

Samantha Jackson

Samantha Jackson

Advisor Support Operations Manager

480.361.6203

480.491.1325

Sheila Matusow

Sheila Matusow

Director of Client Communications

480.361.6203

Support Staff

Client Support Team

Alison Biggs

Alison Biggs

Advisor Support Associate

480.264.5384

623.825.4616

Amanda McBride

Amanda McBride

Receptionist

480.361.6203

480.361.0549

Andie Shipe

Andie Shipe

Operations Manager

818.588.6936

805.549.4575

Andrew Wong

Andrew Wong

Administrative Assistant

480.361.6203

Andrew Corcoran

Andrew Corcoran

Transitions Liaison

480.264.5306

Angel Torres

Angel Torres

Compliance Manager

480.361.6203

480.491.1325

Angela Brown

Angela Brown

Trading Operations Specialist

480.361.6203

Annette Escalante

Annette Escalante

Advisor Support Associate | Registered Professional

480.264.5340

480.491.1325

Autumn Clancy

Autumn Clancy

Advisor Support Associate | Registered Professional

480.361.6203

480.491.1325

Cassandra van der Feltz

Cassandra van der Feltz

Advisor Support Associate

480.641.1315

Cheri van der Feltz

Cheri van der Feltz

Client Communication Manager

480.641.1315

Cheryle Higgins

Cheryle Higgins

Registered Sales Assistant

480-264-5311

Claudia Esparza

Claudia Esparza

Administrative Assistant

480.473.9450

480.452.1919

Colleen Hanna

Colleen Hanna

Branch Operations Manager | Registered Professional

480.361.6203

480.361.0549

Cortland Collins

Cortland Collins

Administrative Sales Associate Assistant

480.361.6203

Daysi Castillo

Daysi Castillo

Advisor Support Associate | Registered Professional

480-264-5351

480-361-0549

Eric Beswick

Eric Beswick

Advisor Support Associate | Registered Professional

480.361.6203

480.361.0549

Jake Chapman

Jake Chapman

Advisor Support Associate

480.361.6203

480.491.1325

Jennifer Noland

Jennifer Noland

Advisor Support Associate

928.284.3636

JoAnn Lickar

JoAnn Lickar

Client Service Associate

480.361.6203

Jordan Klein

Jordan Klein

Advisor Support Associate | Registered Professional

623-250-4042

480-361-0549

Kalyn Brown

Kalyn Brown

Advisor Support Associate

480.361.6203

480.491.1325

Kennedi Moulder

Kennedi Moulder

Advisor Support Associate

480.361.6203

480.361.0549

Nicholas Cilva

Nicholas Cilva

Advisor Support Associate

480.361.6203

480.491.1325

Payton Padilla

Payton Padilla

Advisor Support Associate | Registered Professional

480.264.5313

Shelly Sundra

Shelly Sundra

Advisor Support Associate | Registered Professional

480.361.6203

928.474.9270

Stephanie Nicholson

Stephanie Nicholson

Executive Support Associate

480.361.6203

480.491.1325

Tia Pitt

Tia Pitt

Senior Registered Client Associate

406.602.2689

623.825.4616

Tracey Rumley

Tracey Rumley

Senior Director of First Impressions

480.361.6203

480.361.0549

Yvonne Mori

Yvonne Mori

Receptionist

480.361.6203

Victoria Stitt-Fink

Victoria Stitt-Fink

Marketing Associate

480.361.0538

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Our Approach

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We strive to work together seamlessly to provide you with excellent and truly comprehensive service.

Our Approach

Our Services

Let us save you time and unnecessary stress. Discover a wide range of services designed to be fully integrative through a carefully coordinated process executed by our large staff and through strategic local partnerships.

Explore Services

Contact Us

No matter where you may be on your financial journey, our experienced professionals can help as you face the unique challenges that arise with every life stage. Let’s get started! Tell us how we can help you today.

Contact Us