The Team

Vertex Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Our Advisors

Karekin Girair Kaprelian

Karekin Girair Kaprelian

Private Wealth Advisor

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Designations

CFP®, ChFC®, CEPA®, CKA®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Small Business

Education

University of Denver, BSBA Finance and Marketing, 1977 - 1983, College of Financial Planning, CFP (Certified Financial Planner), 1997 - 1999, American College, ChFC (Chartered Financial Consultant), 2009
CA Insurance #0B56797

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Sarah Schmidt

Sarah Schmidt

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Plan Distribution
  • Cash Flow Management Strategies

Education

University of Arizona 2002-2005, B.A Communications Business Minor, Graduated with Highest Honors
CA Insurance #0L60561

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Eric Gill

Eric Gill

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies

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Sandra Kramer

Sandra Kramer

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Women's Financial Strategies
  • Insurance

Education

BS in Business from Arizona State University - Tempe, AZ

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Steven Binder

Steven Binder

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

University of Maryland, College Park, Maryland; B.S. in Accounting and Management

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Kyle Edsall

Kyle Edsall

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

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Our Staff

Nathan Schrock

Nathan Schrock

Paraplanner

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Qualifications

  • Master of Science in Financial Services
  • AA and AAS in Graphic Design from Glendale Community College
  • ChFC®, CLU®, CEP®, CFS®, CAS®
  • FINRA Series 7, 66 licensed
  • Arizona Insurance registered

Roles & Responsibilities

  • Business development and events, Advanced financial planning, Client service, Trading and money movement
Rita Bebekian

Rita Bebekian

Receptionist

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Qualifications

  • AA in Travel Studies, Pasadena City College – Pasadena, CA

Roles & Responsibilities

  • Setting appointments
  • Incoming / outgoing telephone calls, Monitoring reception desk, Other administrative tasks
Melanie Jones

Melanie Jones

Client Service Specialist

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Qualifications

  • FINRA Series 7, 63 licensed and have over thirteen years experience in finance.

Roles & Responsibilities

  • Contact for: Client Service Issues, Trades and Money Movement, Account Balance Info/Questions
Zhanet Kaprelian

Zhanet Kaprelian

Administrative Assistant

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Qualifications

  • Education: BA in Christian Studies, Grand Canyon University, Phoenix, AZ

Roles & Responsibilities

  • Human resources, office administration, client service, building maintenance and administration
Daniel H.T. Najarian

Daniel H.T. Najarian

Marketing Specialist

Event Planner
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Qualifications

  • Bachelors degree in Political Science and Minor in Communications
  • Experience in community organization, product and service marketing.
  • Prospect data analtyics, business development and

Roles & Responsibilities

  • Evaluates and recommends distribution channels for advertising programs
  • Update social media
  • Assists in executing and coordinating strategic annual marketing plan to achieve firm objectives