Broker Check

Meet the Advisor Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Scottsdale Office

Trevor Wilde

Trevor Wilde, MBA, AIF®

Chief Executive Officer | Investment Advisor Representative

480.361.6203

480.361.6215

William Wilde

William R. Wilde

Board of Directors | 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

Andrew Sampson

Andrew Sampson

Investment Advisor Representative

480.264.5333

Jason Fial

Jason Fial

Investment Advisor Representative

480.264.5343

480.909.4288

C.J.  Diegel, CFP ®

C.J. Diegel, CFP ®

Investment Advisor Representative

480-361-6203

Steven Molinario

Steven Molinario, AIF®

Investment Advisor Representative | Client Service Representative

480.361.6203

Ben Zamora

Ben Zamora

Investment Advisor Representative

480.264.5365

Glendale Location

Payson Office

Chris Smith

Chris Smith

Investment Advisor Representative

480.361.6203

Terre Haute Office

Janenne Lackey

Janenne Lackey, CFP®

Chief Compliance Officer | Investment Advisor Representative

480.361.6203

480.361.6215

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of 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 working with you.

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