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Meet the Support Team

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

Scottsdale Office

Steven Molinario

Steven Molinario, AIF®

Investment Advisor Representative | Client Service Representative

480.361.6203

Sean Boyle

Sean Boyle

Client Service Representative

480.361.6203

480.361.6215

JoAnn Lickar

JoAnn Lickar

Client Service Representative

480.361.6203

480.361.6215

Glendale Location

Payson Office

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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