Contact

4900 North Scottsdale Road, Suite 4000
Scottsdale, Arizona 85251

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

Our Team

Broderick Boehm

Financial Services Professional Email Me Office: (480) 638-2100 Mobile: (402) 540-4572

Eric Bottolfsen

Vice President, Brokerage Email Me Office: (480) 638-2205

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

Megan Gadbaw

Financial Services Professional Email Me Office: (480) 638-2100 Mobile: (602) 618-6543

Trent Gallatin

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

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

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

Matt Martinez III

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

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) 638-2206

William (Bill) Tiani CFP®, CASL®

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

Patrick Vanderbilt

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

Tim Whitney CLTC®, RICP®

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

Karen Kalman

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

David Roche

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

Chris Roming

Financial Services Professional Email Me Office: (480) 638-2107

Andrew Saastamoinen

Financial Services Professional Email Me Office: (480) 638-2100 Mobile: (623) 760-7069

Joseph Siehlmann

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

Michael Veta, CLTC®

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