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

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

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®

Wealth Advisor

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

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

Partner, Retirement Planning Group

Michael Squier

Michael Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor

Portland, Portland – South, Scottsdale

Trace-Winn

Trace Winn, CFP®

Wealth Advisor

Yvonne-Jimenez

Yvonne Jimenez

Partner

David Ricci

David Ricci, CFP®

Regional Vice President

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

Bryan Cantrell

Regional Vice President

Dakota Endres

Dakota Endres

Associate Regional Vice President

David Baratta - Regional Vice President

David Baratta, MBA

Sr. Partner, Regis Group

Kent Thomson

Kent Thomson

Regional Vice President

Marc Normann Photo

Marc A. Normann

Sr. Vice President

Albuquerque, San Diego, Scottsdale

Rich Munneke

Rich Munneke

Regional Vice President

Steven Hall

Steven Hall, JD, MBA

Wealth Advisor

Tucson, Scottsdale

Susy Gibo

Susy Gibo

Sr. Client Development Associate

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

Melissa Van Dusen

Sr. Tax Associate

Dawn Santeford

Client Service Specialist

Scottsdale, Albuquerque

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