Vertex Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Vertex Wealth Advisors
Team photo for Vertex Wealth Advisors

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Advisors

Advisor photo for Karekin Girair Kaprelian

Karekin Girair Kaprelian

CFP®, ChFC®, CEPA®, CKA®

Private Wealth Advisor

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

Sarah Schmidt

CFP®, CRPC™, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Sarah Schmidt's website
Advisor photo for Eric Gill

Eric Gill

CRPC™, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Eric Gill's website
Advisor photo for Sandra Kramer

Sandra Kramer

CFP®, CRPC™, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Sandra Kramer's website
Advisor photo for Pete Westlund

Pete Westlund

Financial Advisor

Visit Pete Westlund's website


Team

Nathan Schrock

Nathan Schrock

Paraplanner

Personal Intro

Nathan holds an MS in Financial Services, and specializes in advanced financial planning and client service. He enjoys dining and traveling with his wife Jenine, mentorship with Big Brothers Big Sisters of Central Arizona and hiking near his home in the McDowell mountains.

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

  • Advanced Financial Planning
  • Client Service
  • Trading
  • Money Movement
  • Business Developmet
  • Events
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Zhanet Kaprelian

Zhanet Kaprelian

Administrative Assistant

Qualifications

  • BA in Christian Studies from Grand Canyon University

  • MA in Biblical Exposition from Liberty University

Roles & Responsibilities

  • Human Resources
  • Office Administration
  • Client Service
  • Building Maintenance and Administration
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Joseph Lehto

Joseph Lehto

Paraplanner

Personal Intro

Joseph holds a Bachelor’s degree in Criminology and Criminal Justice from NAU and assists with money movements, trading, and client service. In his free time, he enjoys weight lifting, shooting, and camping.

Qualifications

  • FINRA Series 7 licensed

  • BS in Criminology and Criminal Justice from Northern Arizona University

Roles & Responsibilities

  • Trading
  • Money Movement
  • Client Service
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Spencer Stepanian

Spencer Stepanian

Paraplanner

Personal Intro

Spencer earned his degree in Business Administration with a concentration in Financial Planning and assists with money movements, trading, and client service. In his free time, he enjoys golf, basketball, traveling, and spending time with family and friends.

Qualifications

  • CFP®

  • APMA®

  • FINRA Series 7, 66 licensed

  • Life, Health & Accident Insurance

  • Bachelor's of Science in Business Administration: Financial Planning from Liberty University

Roles & Responsibilities

  • Trading
  • Money Movement
  • Client Service
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Colin Wilcoxson

Colin Wilcoxson

Marketing Coordinator,

Administrative Assistant

Personal Intro

Colin is responsible for cultivating professional partnerships and enhancing personalized client experiences in support of the firm’s continued growth and excellence. Outside of work, he enjoys photography and exploring fashion.

Roles & Responsibilities

  • Event Coordination
  • Strategic Partnership Development
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