Stewart Willis

Stewart Willis

Co-Founder & Co-Owner Asset Preservation Tax & Retirement

Justin Carlson

Justin Carlson

Co-Founder & Co-Owner Asset Preservation Tax & Retirement

Lisa Rogers

Lisa Rogers

Tax Office Director

Jeff Stegge

Jeff Stegge

Medicare Specialist

Andy Culp

Andy Culp

Money Movement Specialist

Tina Morris

Tina Morris

Licensing and Transaction Administrator

Mary Mooney

Mary Mooney

Receptionist

Michele Musselman

Michele Musselman

Event and Schedule Coordinator

Carmen McKinney

Carmen McKinney

Certified Tax Preparer

 Dan Murphy

Dan Murphy

Investment Advisor Representative

Joy Carlson

Joy Carlson

Sun City Office Operations Manager

Shea Willis

Shea Willis

Scottsdale Office Operations Manager

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