Stewart Willis

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

Justin Carlson

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

Dan Murphy

Investment Advisor Representative

Ernie Baillargeon

Investment advisor representative

Lisa Rogers

Tax Office Director

Michelle Umbower

Director of Operations & Finance

Andy Culp

Money Movement Specialist

Matthew Tucker, CFP ®

INVESTMENT ADVISOR REPRESENTATIVE

Jeff Stegge

Medicare Specialist

Carmen McKinney

Certified Tax Preparer

Tina Morris

Licensing and Transaction Administrator

Joy Carlson

Sun City Office Operations Manager

Mary Mooney

Receptionist

Shea Willis

Scottsdale Office Operations Manager

Ready To Get Started?

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