PRESIDENT & HIGH NET WORTH ADVISOR
LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE
LICENSED FIDUCIARY & FINANCIAL PLANNER
INVESTMENT ADVISOR REPRESENTATIVE
Licensed Fiduciary & Investment Advisor Representative
FIDUCIARY ADVISOR & INVESTMENT ADVISOR REPRESENTATIVE
Tax Office Director
Director of Operations & Finance
Executive Assistant
Licensing and Transaction Administrator
Receptionist
Scottsdale Office Operations Manager
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