The Team

Affirm 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

Stephen Patrick Harnden

Stephen Patrick Harnden

Private Wealth Advisor

More about me...

Designations

CFP®, CPA

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Education

University of Arizona, B.S. in Nuclear Engineering
CA Insurance #0D14012 AR License #1594990

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Matthew Maclean

Matthew Maclean

Private Wealth Advisor

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Designations

CFP®, ChFC®, CRPC®

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business

Education

Bachelor of Interdisciplinary Studies - Arizona State University
CA Insurance #0K37306

VISIT MY WEBSITE

Athena Gatan

Athena Gatan

Financial Advisor

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Designations

CLTC®, APMA®

Top Areas of Focus

  • Family Finances
  • Insurance
  • Saving for Education

Education

B.S., Business Finance, University of Phoenix, Phoenix, AZ
CA Insurance #0C39183

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Richard L Clark

Richard L Clark

Financial Advisor

More about me...

Designations

CPA, PFS

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies

Education

B.S. in Accounting, 1984, Arizona State University, Tempe, AZ
CA Insurance #0C37364

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Garrett Smith

Garrett Smith

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

University of Arizona, B.A. in Economics
CA Insurance #0L00333

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Douglas Godfrey

Douglas Godfrey

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Women's Financial Strategies

Education

Bachelors of Business Administration (emphasis in Accounting), 1984, Northern Arizona University
CA Insurance #0L87867

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Michael Gombrich

Michael Gombrich

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Cash Flow Management Strategies

Education

Bachelors in Business Administration (International Macroeconomics), 2012, University of Arizona
CA Insurance #0M10359 AR License #17843490

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Scarlet Filmore

Scarlet Filmore

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Family Finances
  • Business Retirement Plans
CA Insurance #0M88174

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Theodore Risen

Theodore Risen

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

BA, 2015, Business Administration, University of Arizona, Eller College of Management, Tucson, AZ
CA Insurance #0L89919

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Lee Cooper

Lee Cooper

Financial Advisor

More about me...

Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments

Education

Masters of Arts (1984), University of Arizona
CA Insurance #0E83935

VISIT MY WEBSITE

Our Staff

Krissa Adams

Krissa Adams

Practice Manager

Paraplanner
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Qualifications

  • Series 7 & 66 Licensing
  • Arizona Insurance License
Richard (Sam) Bonge

Richard (Sam) Bonge

Investment Specialist

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Qualifications

  • Series 7 License
Brittany Collins

Brittany Collins

Operations Manager

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Qualifications

  • Bachelor of Science in Public Relations
  • Bachelor of Science in Advertising
Melissa Rubio

Melissa Rubio

Marketing Manager

Cindy Chappell

Cindy Chappell

Executive Assistant

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Qualifications

  • Bachelor of Science in Management
Sarah Grunwald

Sarah Grunwald

Client Service Specialist

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Qualifications

  • Bachelors in Science in Business Administration
  • Series 6 License
Pauline Hallam

Pauline Hallam

Client Service Specialist

Angelina Jimenez

Angelina Jimenez

Receptionist

Harmony Welcher

Harmony Welcher

Administrative Assistant