Contact

4900 North Scottsdale Road, Suite 4000
Scottsdale, Arizona 85251

(480) 638-2100
(480) 638-2200

Our Team

Amy Amideo

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

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: (623) 236-6218

Prakash "Pete" Gandhi

Financial Services Professional Email Me Office: (480) 638-2198

Howard Gershkowitz LUTCF®

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

Rachel Harrison-Lewis 

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

David S. Hickson LUTCF®

Investment Adviser Representative Email Me Office: (480) 473-0117

Daniel Justus LUTCF®

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

James "Jim" Mengeringhausen

Financial Adviser Email Me Office: (480) 638-2199 Mobile: (480) 332-8160

David Merrell CLTC®

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

Sean Rawlings 

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

Jason Sample

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

Kimberly Shocklee

Advanced Sales Specialist Email Me Office: (480) 638-2100

Martin (Marty) Teitel

Financial Services Professional Email Me Office: (480) 638-2117

William (Bill) Tiani CFP®, CASL®

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

Patrick Vanderbilt

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

Jose Villanueva 

Financial Services Professional Email Me Office: (480) 638-2116

Tim Whitney CLTC®, RICP®

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