Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: Scottsdale

Clear All Filters

Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville, Bartlesville

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Director

Albuquerque, Indian Wells, Newport Beach, Scottsdale

David Kerber

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Director

Scottsdale, Albuquerque, Tucson

David Carmichael

David Carmichael

Sr. Wealth Advisor, Director

David Rich

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale, Tucson

Jaron D. Carmichael - Director of Retirement Group, Wealth Advisor

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Director of Retirement Group, Wealth Advisor

Michael Squier

Mike Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor

Portland, Portland – South, Scottsdale

Trace-Winn

Trace Winn, CFP®

Wealth Advisor

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque

Dakota Endres

Dakota Endres

Associate Regional Vice President

David Baratta - Regional Vice President

David Baratta, MBA

Regional Vice President

Marc Normann Photo

Marc A. Normann

Sr. Vice President

Albuquerque, San Diego, Scottsdale

Rich Munneke

Rich Munneke

Regional Vice President

Susy Gibo

Susy Gibo

Sr. Regional Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Cherice Bradley

Sr. Client Service Specialist

Dawn Santeford

Client Service Specialist

Scottsdale, Albuquerque

D Rhodey

Denise Rhodey

Manager, Client Service

Newport Beach, Scottsdale

JoAnn Ferradino

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Madelyn Fritz

Madelyn Fritz

Client Service Specialist

Nancy R. Hudak

Nancy R. Hudak

Director, Client Service

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Ready to get started?

Explore More

person sitting with an insurance advisor looking at paperwork

Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing