Vertex Wealth Advisors

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

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

Karekin Girair Kaprelian

CFP®, ChFC®, CEPA®

Private Wealth Advisor

Certified Kingdom 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 CounselorSM
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

Rita Bebekian

Rita Bebekian

Receptionist

Melanie Jones

Melanie Jones

Client Service Coordinator

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

Client Service Manager,

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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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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