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Services
Investment Management
Trust Services
Financial Planning
Tax Planning
Retirement Planning
Private Client Services
Second Opinion Service
About
Why Us?
Our Story
Our Process
FAQs
Community Support
Client Events
Team
Insights
Blogs
Resources
Market Commentary
Videos
News
Tools
Risk Survey
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
SECURE Act RMD Calculator
Our Arizona Team
Wealth Advisors
Kevin Lane
Founder, Senior Wealth Advisor
Megan Lane
Associate Wealth Advisor and Director of Operations
Brian Scott
Wealth Advisor
Joe Allen
Wealth Advisor
Client Services
Michael Klein
Managing Partner
Lydia Rodriguez
Senior Relationship Manager
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Vice President, Investment Operations and Performance
Mike Lawrence
CFA®
Portfolio Manager
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Director, Investment Platform
Advanced Solutions Team
Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions
Matt Lewis
Vice President, Insurance
Mark Petersen
CPA, CFP®
Vice President, Affluent Wealth Planning
Scott Berryman
JD
Director of Trust Services
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Patrick Carter
CPA
Director of Tax Planning
Beth Schanou
JD
Senior Wealth Planner
Michael Gruidel
CFP®
Wealth Planner
Jody Jackson
FPQP™
Paraplanner
Research Department
Brett Carson
CFA®
Director of Research
Kevin Zlomke
Director of Trading
Jake Bleicher
CFA®
Co-Portfolio Manager
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist