The Team

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

Jeff Stegge

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

Jennifer Reese

Executive Assistant

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

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Asset Presevation
TD Ameritrade InstitutionalFidelity Investments

Corporate Headquarters
11323 W Bell Rd. #301,
Surprise, AZ 85378

P: 602-449-0146
Toll-Free: 855-879-8293

Scottsdale Office
16435 N. Scottsdale Rd. #175
Scottsdale, AZ 85254

P: 602-449-0146
Toll-Free: 855-879-8293

Tempe Office
4310 E. Cotton Center Blvd,
Suite. 120 Phoenix, AZ 85040

P: 602-449-0146
Toll-Free: 855-879-8293

Las Vegas Office
901 N Green Valley Pkwy, Suite 100,
Henderson, NV 89074

P: 702-476-4300
Toll-Free: 855-879-8293

San Diego Office
‍Virtual Office

P: 602-449-0146
Toll-Free: 855-879-8293

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ADV Part 2A & Form CRS.