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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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

David Ricci

David Ricci, CFP®

Regional Vice President

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

David Baratta - Regional Vice President

David Baratta

Sr. Partner, Regis Group

Yvonne-Jimenez

Yvonne Jimenez, CFP®, MBA

Partner

David Kerber

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

Managing Partner

Scottsdale, Albuquerque, Tucson, Boise, Boise – Downtown, Sun Valley, Eagle, Spokane

Kent Thomson

Kent Thomson, CRPC®

Regional Vice President

Bret Seidman

Service Operations Associate

Dawn Santeford

Relationship Manager

Scottsdale, Albuquerque

Denise Rhodey

Manager, Client Service

Newport Beach, Scottsdale

Fergus Kveton

Associate Vice President

Gracie Zapata

Gracie Zapata

Talent Developer

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Mehdi Fernando

Manager, Client Service

Nancy R. Hudak

Director, Partner Success

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Phil Scavo

Director, Client Development Proposal Strategy & Operations

Piper Baker

Piper Baker

National Client Service Specialist

Scottsdale, Portland – South, Bellevue, Portland

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