YOUR TEAM

Working with a wealth management firm is more than hiring a money manager. It's about developing a trusting personal relationship between an advisor and their clients. That's why we believe you should know more about the professionals on your team.

 
 

YOUR TEAM

Working with a wealth management firm is more than hiring a money manager. It's about developing a trusting personal relationship between an advisor and their clients. That's why we believe you should know more about the professionals on your team.

 
Jennifer Shaw Group Shot
David Rosenthal Group Photo
Rebecca Hebert Group Photo
Hunter Hustead Group Photo

Jen Shaw

David Rosenthal

Rebecca Hebert

Hunter Hustead

David Rosenthal Group Photo

David Rosenthal

Joe Vazquez Group Photo

Joe Vazquez

Rebecca Hebert Group Photo

Rebecca Hebert

Hunter Hustead Group Photo

Hunter Hustead

Jennifer Shaw Group Shot

Jen Shaw

  • CFP Phoenix and Scottsdale. Financial Advisors CFP® provide fee-only investment management and Financial Planning advice to individuals

    Phone: 480.609.4334

    Fax: 480.609.4335

  • Financial Planners CFP® serving Scottsdale and Phoenix Arizona.  We are Financial Advisors CFP® who provide fee-only Financial Planning advice

    General Inquiries:

    Email: [email protected]

  • Financial Planners CFP® serving Scottsdale and Phoenix Arizona.  We are Financial Advisors CFP® who provide fee-only Financial Planning advice

    Address

    8550 E. Shea Blvd., Suite 130

    Scottsdale, AZ 85260

  • Financial Planners CFP® serving Scottsdale and Phoenix Arizona.  We are Financial Advisors CFP® who provide fee-only Financial Planning advice

    Monday - Friday

    9:00 am to 5:00 pm

    Saturday & Sunday

    Closed