Stewart Willis

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

Dan Murphy

Investment Advisor Representative

Ernie Baillargeon

Investment advisor representative

Erick Jimenez

LICENSED FIDUCIARY & FINANCIAL PLANNER

Matthew Tucker, CFP ®

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

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