Stewart Willis

Stewart Willis

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

Justin Carlson

Justin Carlson

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

 Dan Murphy

Dan Murphy

Investment Advisor Representative

Matthew Tucker, CFP ®

Matthew Tucker, CFP ®

INVESTMENT ADVISOR REPRESENTATIVE

Lisa Rogers

Lisa Rogers

Tax Office Director

Michelle Umbower

Michelle Umbower

Director of Operations & Finance

Andy Culp

Andy Culp

Money Movement Specialist

Jeff Stegge

Jeff Stegge

Medicare Specialist

Michele Musselman

Michele Musselman

Event and Schedule Coordinator

Carmen McKinney

Carmen McKinney

Certified Tax Preparer

Tina Morris

Tina Morris

Licensing and Transaction Administrator

Joy Carlson

Joy Carlson

Sun City Office Operations Manager

Mary Mooney

Mary Mooney

Receptionist

Shea Willis

Shea Willis

Scottsdale Office Operations Manager

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