After growing up in San Diego, California Stewart moved to the San Francisco Bay Area to Attend the University of California, Berkeley in 1993. While at Berkeley, he rowed on the CAL Crew team, winning a PAC-10 Conference Championship.
In 1997 Stewart completed his Bachelor of Arts degree in Political Science from Berkeley, intending to attend Law School after completion of his undergraduate studies. However, in 1998, during the application process for Law School entrance, Stewart was successfully recruited by a boutique investment banking group and Hedge Fund in La Jolla, CA. There he joined the insurance division and began to rise in the ranks of this group. Word of his success led other groups to solicit his employment.
Eventually, in 2001 Stewart Willis accepted a job offer with a large Estate Planning Firm based in Orange County, CA. There, he became the national manager of agents serving 6,000 Estate Planning clients. Having a strong desire to have more direct interaction with clients, in 2005 Stewart accepted a position based in Phoenix, AZ, serving the clients of a large London-based insurance company. During this job, over the next five years, he developed a working relationship with Justin Carlson. In 2010 Stewart saw the success that Justin began having with Asset Preservation Specialists. So, they decided to work together and grow their combined business.
Stewart spends most of his free time with his wife Shea and two boys, Andrew (14) and Anthony (17) playing AAU Basketball and racing go karts all over the west coast. After being the youngest person ever to win the prestigious Duffy Award, signifying the IKF national champion, Stewart’s boys have continued to compete nationally against the fastest drivers in the world.
Co-Founder & Co-Owner Asset Preservation Tax & Retirement
Dan Murphy has over 10 years experience in the fields of insurance and wealth management and is an Investment Advisor Representative (IAR).
A graduate of Loras College, Dan found his passion for building relationships and assisting people to create a well-rounded financial plan for life after being widowed at the age of 30 with infant twin girls to raise.
Dan is a fiduciary and holds his FINRA Series 65 as a licensed investment advisor. He is also licensed in several states to sell life, disability and long-term care insurance. Dan has since remarried and enjoys spending his free time volunteering as a professional musician at his church. Dan never misses a Cub’s game and helps to coach his daughters’ softball team.
Investment Advisor Representative
Ernie Baillargeon brings more than 15 years of experience in the financial services industry. He has spent several years leading group training workshops with topics that include Social Security maximization, income strategies, customized wealth management and life insurance. Ernie is passionate about helping clients reach their retirement goals through tax-efficient financial planning and providing clarity around their financial future.
Ernie is a fiduciary and holds his FINRA Series 65 as a licensed Investment Advisor Representative (IAR). He maintains the highest standard of care by always putting the needs of his clients first. He graduated with his Bachelor of Science degree in Finance from the University of Arizona honors program in 2002.
Ernie has been married to his wife Meghan of 18 years, and they have three children: Luke (13), Grace (11) and Noah (4). They live on a mini ranch in Cave Creek enjoying a country lifestyle caring for their horses.
Investment advisor representative
Erick Jimenez is our newest addition to the Asset Preservation Team and is a licensed Fiduciary & Financial Planner. Being passionate about developing and refining a plan that will help his clients grow, protect, and distribute their wealth in a risk and tax-efficient manner is why Erick is such a valued asset, not only for our company, but for our clients as well.
Erick has a wealth of knowledge working in the financial services industry for over 13 years. His background includes banking, business & corporate banking, tax planning and retirement planning. He got his start in retirement planning by working for the nation’s largest Retirement Investment Advisor (RIA) managing employee retirement plans for Fortune 500 companies such as Boeing, Raytheon, Ford, AT&T, and others.
Erick currently holds a designation as a Chartered Retirement Planning Counselor (CRPC), and he also holds a bachelor’s degree in Business Administration from Northern Arizona University. Currently, Erick is working towards completing his Certified Financial Planner (CFP) designation.
Erick is also married to his beautiful wife Jennifer, and they have 3 children, Jaylen, Camila, and Mateo. When Erick isn’t meeting with Clients and Financial Advising, he enjoys playing golf and watching his children play sports.
LICENSED FIDUCIARY & FINANCIAL PLANNER
Matt is extremely passionate about working with clients. Understanding the unique personal and financial goals of every client he works with is one of his guiding principles. He brings strong attention to detail, listening skills and empathy to each interaction to ensure his clients feel empowered to achieve those goals in retirement. He prides himself on his integrity and professionalism because he believes those characteristics help him provide the highest level of service and are critical to building long-term relationships. In addition to working directly with clients, one of Matt’s primary roles is coaching and developing other advisors in all areas of portfolio and practice management, and he currently supports more than 150 advisors.
Matt earned his B.S. in Business with a concentration in Finance, and he also holds his CERTIFIED FINANCIAL PLANNER™ designation, which has been the standard of excellence for financial planners. As a CFP® professional, he has met extensive training requirements and commitment to the Board’s ethical standards, which require him to act as a fiduciary by putting his clients’ interests first.
Outside of work, Matt enjoys travelling with his wife of 17 years and their two children. He loves playing golf with his son, as well as watching him develop his talents as an artist and graphic designer. He also loves watching his daughter pursue her passions of horseback riding, ballroom dancing competitions, and ballet performances.
INVESTMENT ADVISOR REPRESENTATIVE
Lisa attended ASU & UCSD, with a focus on neuropsychology. She has been preparing taxes for over 20 years and officially became an Enrolled Agent in 2011. The best part of her job are all of the clients she gets to meet and consult with. Lisa really enjoys gardening, cooking and hiking. She has one daughter, four adult step-children and seven step-grandchildren!
Tax Office Director
Michelle brings over 40 years of experience in the Accounting and Finance field as a CFO and Controller in the Banking Industry. Working in various business sectors such as Automotive, Real Estate, Legal Profession, Insurance, Agriculture, Investment, Non-Profit Industries, and Tax Industry, Michelle brings a vast wealth of expertise and talent to the Investment Industry today.
Michelle holds her Bachelor’s degree in Accounting and her Masters of Business Administration in Finance. She is currently working on her Ph.D. and hoping to obtain her Doctorate in Organizational Management and Strategic Change and her Certified Public Accountant Certification.
Native to Arizona, Michelle is a mother of two grown children, Matthew and Meghan and a grandmother to five grandchildren. She loves to golf, garden, read, hike and loves to travel all over the world.
Commitment to Detail and Customer Satisfaction coupled with Strategic Thinking and Planning, Michelle brings her dedication to our clients and to the mission and vision of Asset Preservation Tax & Retirement Services.
Director of Operations & Finance
Andy oversees all of the incoming and outgoing deposits and withdrawals within the firm. He is a 3rd generation Phoenecian. He really appreciates the family-like atmosphere of Asset Preservation Tax & Retirement. In 2007 Andy earned his Bachelors of Arts from Arizona State University. He is working on his MBA for January 2022 completion. In his free time, Andy enjoy both cooking and baking!
Money Movement Specialist
Jennifer has been with Asset Preservation since the Fall of 2021, bringing with her, many years of experience as an Executive Assistant to various CEO’s before joining our team. Jennifer holds one of the most important positions here at our organization, as Stewart Willis’, Owner & CEO, Executive Assistant. What she loves the most about her job here, is meeting our clients and interacting with them to provide the very best service we can. She is truly a Team Player!
Jennifer grew up in the Pacific Northwest and attended both Washington State University and Oregon State University. While at WSU, she swam for the swim team and then went on to receive her Bachelor of Science degree from OSU in Business Management.
Jennifer also lived abroad in Scotland and in Albania as a missionary outreach volunteer, helping troubled teens in Scotland and as community outreach in a remote Albanian mountain village. She has also been highly involved with Life Coaching Programs and has been involved with Clinical Research Fastrack.
Jennifer has two grown children, Claire, and Gabriel. Claire is an All-American swimmer currently swimming at UCLA. During her High School years, she swam both Nationally and Internationally. She also participated in the 2016 and 2020 Olympic Trials. During her collegiate career she has been a top scorer at the PAC 12 Championship for UCLA and has competed in the NCAA Championship every season. Recently, she was noted as UCLA’s Most Decorated Swimmer in Modern Day UCLA History, one of the fastest swimmers on record.
Gabriel has been an avid Lacrosse Player and Mountain Bike Racer, with a love and passion for dirt biking, cars, and adventure. Recently, his passion for building has included the building of custom scooters and the building of his Subaru, body, and shell. Gabriel is pursuing a career in the automotive industry. Jennifer is so proud of both her children and their accomplishments.
Jennifer loves travel and enjoys watching her children compete in various locations. You can also find Jennifer spending time with family & friends, enjoying great wine, doing yoga, or in the pool swimming.
Being well balanced with family and work, Jennifer brings a great resource to our Asset Community!
Jeff is an independent contractor and insurance associate. He has assisted Asset Preservation Tax & Retirement clients since 2005. Born and raised in Wisconsin, he graduated from the University of Wisconsin-Whitewater. Jeff moved to Arizona in 2005 and has spent the last 15 years offering senior-related retirement planning products to those in the surrounding area. Since June of 2018, he has focused on Medicare Supplements, Medicare Advantage and Rx coverage plans.
Tina is the longest team member with 24 years of service under her belt! As she has held many different jobs at Asset Preservation Tax & Retirement, her longest area of expertise was as Financial Transaction Coordinator to Stewart Willis and Justin Carlson. She had to step aside from that position once she became a mother five years ago, to be able to be a stay-at-home mom for her beautiful daughter.
Licensing and Transaction Administrator
Mary was born and raised in New Mexico. She’s one of 7 children: 3 boys, 4 girls (including fraternal twins) and lived in California for eight years and and has three beautiful children. Mary loves being with her grandkids, playing Scrabble with family, picnics, hiking, reading and movies. The best part of her job are the lovely people/clients she gets to meet and the people she works with!
Shea earned her Bachelor’s Of Science, Nursing from Grand Canyon University in 2013. In addition to being the Scottsdale Office Operations Manager and mother of two teenage boys, she also works part time as a Labor and Delivery Nurse. As the Scottsdale Office Operations Manager, she strives to provide clients with the best service and experience the team can offer.
Scottsdale Office Operations Manager
You spent all your working years accumulating this wealth. Now it’s the time to make the most of it.
San Diego Office