Stewart Willis

PRESIDENT & HIGH NET WORTH ADVISOR

Dan Murphy

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Ernie Baillargeon

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Erick Jimenez

LICENSED FIDUCIARY & FINANCIAL PLANNER

Matthew Tucker, CFP ®

INVESTMENT ADVISOR REPRESENTATIVE

Mario Sena

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Kyle Chapman, CFP ®

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

Scott Preble

FIDUCIARY ADVISOR & INVESTMENT ADVISOR REPRESENTATIVE

Lisa Rogers

Tax Office Director

Michelle Umbower

Director of Operations & Finance

Andy Culp

Money Movement Specialist

Jennifer Reese

Executive Assistant

Jeff Stegge

Medicare Specialist

Tina Morris

Licensing and Transaction Administrator

Mary Mooney

Receptionist

Shea Willis

Scottsdale Office Operations Manager

Willow Buckley

Sherri Greene

Leticia Santiago

Kelsey Sidowski

Deborah Buehler

Allison Bailey

Ready To Get Started?

You spent all your working years accumulating this wealth. Now it’s the time to make the most of it.