Vertex Wealth Advisors

Advisors

Kyle Edsall

Kyle Edsall

Financial Advisor

Investment Manager
Visit Kyle Edsall's website
Karekin Girair Kaprelian

Karekin Girair Kaprelian

CFP®, ChFC®, CEPA®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Visit Karekin Girair Kaprelian's website
Sarah Schmidt

Sarah Schmidt

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sarah Schmidt's website
Sandra Kramer

Sandra Kramer

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sandra Kramer's website
Eric Gill

Eric Gill

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Eric Gill's website

Team

Nathan Schrock

Nathan Schrock

Paraplanner

Personal Intro

Ameriprise National Day of Service, Big Brothers Big Sisters of Central Arizona, Compassion International, Aim Right Ministries

Qualifications

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

Roles & Responsibilities

  • Business development and events, Advanced financial planning, Client service, Trading and money movement
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Melanie Jones

Melanie Jones

Client Service Specialist

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.
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Andrew Bowden

Andrew Bowden

Marketing Specialist

Qualifications

  • B.A. in Business Marketing from Arizona State University
  • B.A. in Political Science from Arizona State University
  • Full Stack Web Development Certification from The University of Arizona
  • Content Marketing Certification from HubSpot

Roles & Responsibilities

  • Client Acquisition
  • Social Media Management
  • Event Planning
  • Content Generation
  • Digital Marketing
  • Public Relations
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Rita Bebekian

Rita Bebekian

Receptionist

Qualifications

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

Roles & Responsibilities

  • Setting appointments
  • Incoming / outgoing telephone calls, Monitoring reception desk, Other administrative tasks
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Zhanet Kaprelian

Zhanet Kaprelian

Administrative Assistant

Qualifications

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

Roles & Responsibilities

  • Human resources, office administration, client service, building maintenance and administration
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