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.

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Location: Scottsdale

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Joshua DeForest

Josh DeForest, CFA®, CFP®

Executive Managing Partner, Head of Client Delivery

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

Albuquerque, Indian Wells, Newport Beach, Scottsdale

David Kerber

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

Managing Partner

Scottsdale, Albuquerque, Tucson

David Rich

David Rich, CFP®

Sr. Wealth Advisor

Albuquerque, Scottsdale, Tucson

Hussein-Elgohary

Hussein Elgohary, CFP®, CEPA

Wealth Advisor

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

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

Partner, Retirement Plan Group

Scottsdale, Salt Lake City

Michael Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor

Portland, Portland – South, Scottsdale

Trace-Winn

Trace Winn, CFP®

Wealth Advisor

Yvonne-Jimenez

Yvonne Jimenez, CFP®

Partner

Dawn Santeford

Client Service Specialist

Scottsdale, Albuquerque

D Rhodey

Denise Rhodey

Manager, Client Service

Newport Beach, Scottsdale

Gracie Zapata

Gracie Zapata

Client Service Specialist

JoAnn Ferradino

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Madelyn Fritz

Madelyn Fritz

Client Service Specialist

Mehdi Fernando

Manager, Client Service

Nancy R. Hudak

Nancy R. Hudak

Director, New Partner Experience

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Piper Baker

Piper Baker

National Client Service Specialist

Scottsdale, Portland – South, Bellevue

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Dakota Endres

Dakota Endres

Associate Regional Vice President

David Baratta - Regional Vice President

David Baratta, MBA

Sr. Partner, Regis Group

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