Our Team Leadership Financial Services Professionals Salim Admon, CFP® Managing Director Email Me (310) 779-2806 View Calendly Kai Arce Financial Services Professional Email Me (480) 638-2105 (480) 318-0059 Joey Artigue Financial Services Professional Email Me (480) 638-2139 (480) 262-5169 J. Blaise Babicke Financial Services Professional Email Me (520) 751-4919 William Babicke Vice President Email Me (520) 751-4919 Martin E. Battock, CLU® Vice President Email Me (480) 638-2183 Richard W. Beyer Managing Director Email Me (480) 739-3400 Website Daniel (Dan) Capote Financial Adviser Email Me (480) 638-2112 Jeremy Cook, CFP®, LUTCF® Financial Planner Email Me (480) 638-2164 Deborah Cruz Financial Services Professional Email Me 480-638-2144 Jabari Danzy Financial Services Professional Email Me (480) 638-2118 (480) 529-3425 View Calendly Shana Despres, CFP®, ChFC®, CASL®, Certified Financial Planner Professional Vice President Email Me (480) 638-2203 Ryon Frisch, CFP® Vice President Email Me (480) 638-2103 Robert Gershkowitz Vice President Email Me (480) 638-2224 Howard Gershkowitz, LUTCF® Investment Adviser Representative Email Me (480) 638-2190 Andrew B. Goldman Financial Services Professional Email Me (480) 638-2100 (914) 574-3695 Jonathan D. Goldman, CFP®, AWMA®, LUTCF® Wealth Management Advisor Email Me 480-638-2150 Robert Grossman Financial Adviser Email Me (480) 638-2125 (914) 610-0467 Daniel Justus, LUTCF® Financial Adviser Email Me (480) 638-2218 Ken Kaiser Financial Services Professional Email Me (480) 638-2113 (562) 480-0598 Stewart Kanzler Financial Adviser Email Me (520) 751-4919 (520) 818-8410 Jason Kirstein Financial Services Professional Email Me (480) 739-3400 Jonathan Mabb, RICP®, LUTCF® Financial Planner Email Me (480) 638-2175 Matt Martinez III, LUTCF® Investment Adviser Representative Email Me (480) 638-2110 (480) 695-3567 Reynaldo Martinez, Jr. Financial Adviser Email Me (480) 638-2177 (571) 338-7605 William J. Pfeifer III, CMFC®, AAMS® Vice President Email Me (480) 638-2181 (480) 340-0009 Sean Rawlings Financial Adviser Email Me (480) 638-2136 David Roche Investment Adviser Representative Email Me (480) 638-2122 (480) 343-3952 Richie Rodriguez Financial Services Professional Email Me (505) 508-0699 Jacob Rose Financial Services Professional Email Me (480) 638-2101 (480) 776-7287 Michael Stark, RICP® Vice President Email Me (505) 999-1996 John L. Strange CLU®, ChFC® Investment Adviser Representative Email Me (505) 349-2642 (505) 450-2471 Tac Tang, CLTC® Financial Adviser Email Me (702) 761-6628 Brian Taylor, CLU®, ChFC®, CASL® Vice President Email Me (575) 627-9000 Victoria Thomas, RICP®, Special Care Planner Vice President Email Me (480) 638-2178 William (Bill) Tiani, CFP®, CASL® Vice President Email Me (480) 638-2204 Tim Whitney, CLTC®, RICP® Investment Adviser Representative Email Me (602) 569-9542 Grant Williams Financial Adviser Email Me (480) 638-2121 (805) 245-9822 Frank N. Youdelman, CFP®, ChFC®, CLU®, CRPS®, CPFA® Financial Services Professional Email Me (520) 415-0661
