Contact

4900 North Scottsdale Road, Suite 4000
Scottsdale, Arizona 85251

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

Our Team

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

Martin E. Battock, CLU®

Vice President Email Me Office: (480) 638-2184

Jason Benedetti, CFP®

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

Rodney Boelter, ChFC®, RICP®

Financial Planner Email Me Office: (480) 638-2120 Mobile: (602) 770-4523

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

Jeremy Cook, CFP®, LUTCF®

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

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

Aaron Driscoll

Vice President, Sales Management Email Me Office: (480) 638-2206 Mobile: (602) 350-6341

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

Howard Gershkowitz, LUTCF®

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

Robert Gershkowitz

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

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

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

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

Austin Quick

Financial Services Professional Email Me Office: (480) 638-2232

Sean Rawlings 

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

Larry Ritter

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

David Roche

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

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

Devan J. Theiler, JD

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

Michael J. Thomas, CLU®, ChFC®, LUTCF®

Vice President, Sales Management Email Me Office: (480) 638-2189

Victoria Thomas, RICP®

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 Services Professional Email Me Office: (480) 638-2121 Mobile: (805) 245-9822

Chris Zajdzinski, CLU®

Vice President, Sales Management Email Me Office: (480) 638-2207

Joseph Zwemke

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