Vertex Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Karekin Girair Kaprelian, Private Wealth Advisor serving the Scottsdale, AZ area - Ameriprise Advisors

Karekin Girair Kaprelian

CFP®, ChFC®

Private Wealth Advisor

Visit Karekin Girair Kaprelian's website
Sarah Schmidt, Financial Advisor serving the Scottsdale, AZ area - Ameriprise Advisors

Sarah Schmidt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sarah Schmidt's website
Eric Gill, Financial Advisor serving the Scottsdale, AZ area - Ameriprise Advisors

Eric Gill

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Eric Gill's website
Sandra Kramer, Financial Advisor serving the Scottsdale, AZ area - Ameriprise Advisors

Sandra Kramer

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sandra Kramer's website

Team

Nathan Schrock

Nathan Schrock

Paraplanner

Qualifications

  • CSFS®, ChFC®, CLU®, CEP®, CFS®, CAS®
  • MS in Financial Services, IBF
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Rita Bebekian

Rita Bebekian

Receptionist

Zhanet Kaprelian

Zhanet Kaprelian

Administrative Assistant

Qualifications

  • BA in Christian Studies, Grand Canyon University

Roles & Responsibilities

  • Human Resources
  • Office Administration
  • Employee Retention and Recruiting
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Andrew Bowden

Andrew Bowden

Client Service Manager,

Marketing Specialist

Qualifications

  • BA Business Marketing, Arizona State University
  • BA Political Science, Arizona State University

Roles & Responsibilities

  • Marketing Coordinator
  • Events, Seminars and Webinars
  • COI Relationship Manager
  • Website and Social Media
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Joseph Lehto

Joseph Lehto

Client Service Specialist

Qualifications

  • BS in Criminology and Criminal Justice, Northern Arizona University

Roles & Responsibilities

  • Maintaining Client Records
  • Administrative Assistant
  • Meeting Prep
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Michael Valderrama

Michael Valderrama

Client Service Specialist

Qualifications

  • BA in Political Science, Arizona State University

Roles & Responsibilities

  • Alternative Investments
  • Account Maintenance
  • Client Services
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