Financial Services Professionals

Salim Admon, CFP®

Managing Director Email Me Mobile: (310) 779-2806

Kai Arce

Financial Services Professional Email Me Office: (480) 638-2105 Mobile: (480) 318-0059

Joey Artigue

Financial Services Professional Email Me Office: (480) 638-2139 Mobile: (480) 262-5169

J. Blaise Babicke

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

William Babicke 

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

Martin E. Battock, CLU®

Vice President Email Me Office: (480) 638-2183

Jason Benedetti, CFP®

Financial Planner Email Me Office: (480) 638-2232

Richard W. Beyer

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

John Campbell 

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

Daniel (Dan) Capote 

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

Jeremy Cook, CFP®, LUTCF®

Financial Planner Email Me Office: (480) 638-2164

Luis Cruz

Financial Services Professional Email Me Office: (480) 638-2133 Mobile: (224) 522-1954

Jabari Danzy

Financial Services Professional Email Me Office: (480) 638-2118 Mobile: (815) 207-1886

Gus Dekavallas

Financial Adviser Email Me Office: (480) 638-2232

Shana Despres, CFP®, ChFC®, CASL®

Vice President Email Me Office: (480) 638-2203

James Fox

Financial Services Professional Email Me Office: (480) 638-2111 Mobile: (916) 825-8204

Ryon Frisch, CFP®

Vice President Email Me Office: (480) 638-2103

Robert Gershkowitz

Vice President Email Me Office: (480) 638-2224

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

Robert Grossman

Financial Adviser Email Me Office: (480) 638-2125 Mobile: (914) 610-0467

Kenneth E. Hack, Jr.

Investment Adviser Representative Email Me Office: (480) 638-2127 Mobile: (480) 285-9220

Daniel Justus, LUTCF®

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

Ken Kaiser

Financial Services Professional Email Me Office: (480) 638-2113 Mobile: (562) 480-0598

Stewart Kanzler

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

Jason Kirstein

Financial Services Professional Email Me Office: (480) 739-3400

Jonathan Mabb, RICP®, LUTCF®

Financial Planner Email Me Office: (480) 638-2175

Matt Martinez III, LUTCF®

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

Reynaldo Martinez, Jr.

Financial Adviser Email Me Office: (480) 638-2177 Mobile: (571) 338-7605

William J. Pfeifer III, CMFC®, AAMS®

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

Sean Rawlings 

Financial Adviser Email Me Office: (480) 638-2136

Larry Ritter, ChSNC™

Investment Adviser Representative Email Me Office: (480) 638-2232

David Roche

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

Paula Rodriguez

Financial Services Professional Email Me Office: (505) 508-0699

Richie Rodriguez

Financial Services Professional Email Me Office: (505) 508-0699

Jacob Rose

Financial Services Professional Email Me Office: (480) 638-2101 Mobile: (480) 776-7287

Andrew Saastamoinen

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

Michael Stark, RICP®

Vice President Email Me Office: (505) 999-1996

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

Brian Taylor, CLU®, ChFC®, CASL®

Vice President Email Me Office: (575) 627-9000

Devan J. Theiler, JD

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

Victoria Thomas, RICP®, Special Care Planner

Vice President Email Me Office: (480) 638-2178

William (Bill) Tiani, CFP®, CASL®

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

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

Grant Williams

Financial Adviser Email Me Office: (480) 638-2121 Mobile: (805) 245-9822

Frank N. Youdelman, CFP®, ChFC®, CLU®, CRPS®

Financial Services Professional Email Me Office: (520) 415-0661

Joseph Zwemke

Financial Services Professional Email Me Office: (480) 638-2115 Mobile: (480) 939-0908