Wilde Wealth Management Group - Scottsdale
Scottsdale Office
Andres Favela, CFP®
Investment Advisor Representative
623.825.4616
Andres is a Louisiana State University alumnus and started working in the financial services industry during the Great Recession of 2008. He has been serving clients using his extensive experience in financial planning and all...
Anthony Cosentino, CFP®
Investment Advisor Representative
Anthony Calhoun, CFP®
Investment Advisor Representative
623.825.4616
Anthony started working in the financial industry in 1999 when he graduated from Arizona State University. Anthony holds his series 7, 9, 10, 63 and 65 securities registrations, he also has his Certified Financial Planning designation....
Ben Zamora
Wealth Management Advisor
For Ben, the relationship comes first. It is important to have a trusting personal relationship in order to understand client goals and objectives fully before delivering advice and guidance. Many of Ben’s clients are highly...
C.J. Diegel, CFP®
Investment Advisor Representative
480.361.0549
C.J. is a CERTIFIED FINANCIAL PLANNER® in Scottsdale, Arizona. He’s been a financial advisor since 2006 and has partnered with Colleen Hanna for the last decade plus. C.J. takes a collaborative approach to financial planning,...
Chadi Majed
Managing Partner | Senior Wealth Manager
Chris Millar
Financial Advisor
Chris@millarfinancialservices.com
David Jazo CFP®, CEPA®, AIF®
Managing Partner | Senior Wealth Advisor
David Jazo is a Senior Wealth Advisor at Wilde Wealth Management, specializing in helping high-net-worth individuals, families, and business owners navigate complex financial landscapes. With over 25 years of experience, David guides...
Douglas W. Cole, MIM
Co-Chief Investment Officer
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.
Drew Kliber - CRPS®
Managing Director | Partner, W Family Office Division
Drew KliberManaging Director, Wilde Family Office DivisionWilde Wealth Management Group Drew Kliber, a seasoned financial professional with nearly 30 years of industry experience, leads Wilde Wealth Management Group's Wilde Family...
Gregory Hunter
Co-Chief Investment Officer
Janenne Lackey, CFP®
Chief Compliance Officer | Partner | Investment Advisor Representative
Janenne Lackey, CFP® has been a Registered Representative since 2000 and joined Wilde Wealth Management Group and Cetera Advisors LLC in 2008. Janenne holds the designation of CERTIFIED FINANCIAL PLANNER® and has since 2008.
Jason Fial
Partner | Investment Advisor Representative
480.909.4288
Jonathan Fagan
Registered Representative
jonathan.fagan@wildewealth.com
Jonathan Fagan joined Northwestern Mutual in 1999 when he was recruited into the internship program. Jonathan was ranked as one of the Top 10 Interns in the company for 3 years in a row in his intern career. He reached the Million...
Michael W. Obenauf
Investment Advisor Representative
Michael, an Investment Advisor Representative, graduated from the University of Wisconsin/Milwaukee and immediately began his career in the financial services industry. In his first year in the business, Michael won Rookie of the Year...
Michael Self, CFP®
Senior Wealth Manager
Michael K. Self has been serving clients in the financial services industry for nearly 30 years, specializing in the unique needs of retirees and their heirs. Michael values his client relationships and is committed to providing each...
Robert J. Wernecke CLU®
Registered Representative Emeritus
602.840.3901
Robert (Bob) Wernecke found his passion for helping people with their benefits and insurance choices back in 1968 when he joined MetLife and then moved in 1978 to General American. He then launched his own firm, ECA Financial Services,...
Shane O'Keefe, CFP®, WMCP®
Investment Advisor Representative
Shawn Perona, CFP®, WMCP®, CRPC®
Investment Advisor Representative
Trevor Wilde, MBA, AIF®
Chief Executive Officer | Investment Advisor Representative
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...
William R. Wilde
Board of Directors | Investment Advisor Representative
At Wilde Wealth Management Group, Bill has been helping guide individuals and businesses toward their financial goals for over 25 years.
Support Scottsdale Office
Amanda McBride
Receptionist
480.361.0549
Andrew Wong
Administrative Assistant
Autumn Clancy
Advisor Support Associate | Registered Professional
480.491.1325
Colleen Hanna
Branch Operations Manager | Registered Professional
480.361.0549
Colleen brings an extensive background of customer service along with knowledge of the financial industry from past employment positions. Highlights of her career include 20 years of operations and administrative experience, quality...
Cortland Collins
Administrative Sales Associate Assistant
Eric Beswick
Advisor Support Associate | Registered Professional
480.361.0549
JoAnn Lickar
Client Service Associate
JoAnn Lickar is a Managing Partner of Self Wealth Management. She was been with Self Wealth Management for the past 15 years. Providing exceptional service and care to all the Self Wealth Management clients, as well as assisting...
Kayla Perugini
Director of Marketing
Tia Pitt
Senior Registered Client Associate
623.825.4616
Tracey Rumley
Senior Director of First Impressions
480.361.0549
Victoria Stitt-Fink
Marketing Associate
We’re All Here for You
The professionals at Wilde Wealth have over a century of combined experience. We’ve curated a large staff and local partnerships with a variety of specialties designed to deliver truly comprehensive service for every stage of your financial journey. From college planning to retirement planning, tax preparation, investment management and much more, the entire Wilde Wealth team is here for you. Between our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross your finish line.
Serving Our Community the Wilde Way
At Wilde, we are committed to contributing to the communities in which we live and work. Our firm has been fortunate to work with Child Crisis Arizona, Feed My Starving Children, Boy Scouts of America, Rim County Literacy Program, St. Mary’s Food Bank, AZ Tuition Connection, and many other wonderful charities. We are also a host site for Cell Phones for Soldiers and remain committed to charitable causes in and around the valley through our Wilde for Arizona™ Community Outreach Program. Our CEO, Trevor Wilde, also holds board positions for Child Crisis Arizona, Junior Achievement, and Gridiron Greats. In addition, our COO, Jaclyn Yoder, is a board member for Chrysalis. When we’re not in the office, you’ll often find us out in the community, still doing what we love—serving.
The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
Meet The Team
Our team is composed of multiple professionals that have years of combined experience in financial services. Whether you are looking to start building wealth, plan for retirement, or preserve your assets, our client-centered team is ready and able to start you on a path toward success
Our Core Values
Our Strategic Partners
