Financial Services Professionals

J. Blaise Babicke

Financial Services Professional Email Me Office: (520) 751-4919

William Babicke 

Vice President Email Me Office: (520) 751-4919

Richard W. Beyer

Managing Director Email Me Office: (480) 739-3400

Broderick Boehm

Financial Services Professional Email Me Office: (480) 638-2101 Mobile: (402) 540-4572

Chris Bryant CLTC®

Financial Services Professional Email Me Office: (602) 833-3055

John Campbell 

Investment Adviser Representative Email Me Office: (480) 638-2135

Daniel (Dan) Capote 

Financial Adviser Email Me Office: (480) 638-2112

J.R. Chappell 

Investment Adviser Representative Email Me Office: (480) 638-2255

Joseph Dolce RICP®, CRPC®

Financial Adviser Email Me Office: (480) 638-2113 Mobile: (480) 881-2874

Marshall Forest

Financial Services Professional Email Me Office: (480) 638-2127 Mobile: (623) 826-6485

Megan Gadbaw

Financial Services Professional Email Me Office: (480) 638-2111 Mobile: (602) 618-6543

Trent Gallatin

Financial Services Professional Email Me Office: (480) 638-2116 Mobile: (970) 518-8604

Howard Gershkowitz LUTCF®

Investment Adviser Representative Email Me Office: (480) 638-2190

Andrew B. Goldman

Financial Services Professional Email Me Office: (480) 638-2100 Mobile: (914) 574-3695

Rachel Harrison-Lewis 

Financial Services Professional Email Me Office: (480) 638-2132

Chris Janes

Financial Services Professional Email Me Office: (480) 638-2100 Mobile: (480) 434-8363

Daniel Justus LUTCF®

Financial Adviser Email Me Office: (480) 638-2218

Karen Kalman

Investment Adviser Representative Email Me Office: (480) 638-2121 Mobile: (602) 743-2459

Stewart Kanzler

Financial Adviser Email Me Office: (520) 751-4919 Mobile: (520) 818-8410

Matt Martinez III, LUTCF®

Investment Adviser Representative Email Me Office: (480) 638-2110 Mobile: (480) 695-3567

David Merrell CLTC®

Financial Adviser Email Me Office: (602) 833-3091

William J. Pfeifer III, CMFC®, AAMS®

Vice President Email Me Office: (480) 638-2181 Mobile: (480) 340-0009

Sean Rawlings 

Financial Services Professional Email Me Office: (480) 638-2136

David Roche

Investment Adviser Representative Email Me Office: (480) 638-2122 Mobile: (480) 343-3952

Andrew Saastamoinen

Financial Services Professional Email Me Office: (480) 638-2128 Mobile: (623) 760-7069

Jason Sample

Financial Adviser Email Me Office: (480) 638-2115

Joseph Siehlmann

Financial Services Professional Email Me Office: (480) 638-2100 Mobile: (515) 745-5280

John L. Strange CLU®, ChFC®

Investment Adviser Representative Email Me Office: (505) 349-2642 Mobile: (505) 450-2471

Tac Tang CLTC®

Financial Adviser Email Me Office: (702) 761-6628

Devan J. Theiler, JD

Financial Services Professional Email Me Office: (480) 638-2131 Mobile: (856) 685-0365

William (Bill) Tiani CFP®, CASL®

Vice President Email Me Office: (480) 638-2204

Patrick Vanderbilt

Financial Services Professional Email Me Office: (480) 638-2123

Michael Veta, CLTC®

Financial Services Professional Email Me Office: (480) 638-2114

Tim Whitney CLTC®, RICP®

Investment Adviser Representative Email Me Office: (602) 569-9542