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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.

 
Trevor Wilde

Trevor Wilde, MBA, AIF®

Managing Director | Investment Advisor Representative

480.361.6203

480.361.6215

Janenne Lackey

Janenne Lackey, CFP®

Chief Compliance Officer | Investment Advisor Representative

480.361.6203

480.361.6215

Stephanie Kotula

Stephanie Kotula

Chief Operations Officer | Registered Representative

480.361.6203

480.361.6215

William Wilde

William R. Wilde

Senior Investment Advisor Representative

480.361.6203

480.361.6215

Seth Wilde

Seth Wilde, AIF®

Registered Representative

480.361.6203

480.361.6215

Kirtus Brutsman

Kirtus Brutsman, CFP®

Wealth Advisor | Investment Advisor Representative

480.361.6203

480.361.6215

Andrew Sampson

Andrew Sampson

Regional Vice President | Investment Advisor Representative

480.361.6203

Douglas Cole

Douglas W. Cole, MIM

Director of Investment Management

480.361.6203

Lionel Evans

Lionel Evans

Investment Advisor Representative

480.361.6203

Jason Fial

Jason Fial

Investment Advisor Representative

480.264.5343

480.909.4288

Angela Brown

Angela Brown

Senior Administrative Account Manager

480.361.6203

480.361.6215

Vanessa Blaha

Vanessa Blaha

Lead Administrative Account Manager

480.361.6203

480.361.6215

Steven Molinario

Steven Molinario

Account Manager | Registered Representative

480.361.6203

Randi Hartmann

Randi Hartmann

Administrative Account Manager

480.361.6203

480.361.6215

Cheyenne Gonzalez

Cheyenne Gonzalez

Administrative Account Manager

480.361.6203

480.491.1325

Laurie Deeg

Laurie Deeg

Director of Client Communications

480.361.6203

480.361.6215

Barb Scott

Barb Scott

Director of Communications

480.361.6203

480.361.6215

Sheila Matusow

Sheila Matusow

Scheduling Specialist/Event Coordinator

480.361.6203

480.361.6215

Sean Boyle

Sean Boyle

Junior Administrative Account Manager

480.361.6203

480.361.6215

Anna Wales

Anna Wales

Director of First Impressions

480.361.6203

480.361.6215