We know a lot of people struggle to feel confident about their financial future. That’s why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve.


Our advisors

Stephen Harnden

Stephen Harnden

CFP®, CPA

Private Wealth Advisor

Learn more about Stephen Harnden Visit Stephen Harnden's website
Matt MacLean

Matt MacLean

CFP®, ChFC®, CRPC®, CKA®

Private Wealth Advisor

Learn more about Matt MacLean Visit Matt MacLean's website
Athena Gatan

Athena Gatan

CLTC®, APMA®

Financial Advisor

Learn more about Athena Gatan Visit Athena Gatan's website
Garrett Smith

Garrett Smith

APMA®

Financial Advisor

Learn more about Garrett Smith Visit Garrett Smith's website
Douglas Godfrey

Douglas Godfrey

APMA®

Financial Advisor

Learn more about Douglas Godfrey Visit Douglas Godfrey's website
Lee Cooper

Lee Cooper

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lee Cooper Visit Lee Cooper's website
Michael Gombrich

Michael Gombrich

CFP®, APMA®, ChFC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Michael Gombrich Visit Michael Gombrich's website
Scarlet Filmore

Scarlet Filmore

CFP®, APMA®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Scarlet Filmore Visit Scarlet Filmore's website
Theodore Risen

Theodore Risen

APMA®

Financial Advisor

Learn more about Theodore Risen Visit Theodore Risen's website

Our team

Krissa Adams

Krissa Adams

Practice Manager,

Paraplanner

Qualifications

  • Series 7 & 66 Licensing
  • Arizona Insurance License
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Christie Marquez

Christie Marquez

Operations Director

Brittany Collins

Brittany Collins

Operations Manager

Qualifications

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

Melissa Rubio

Marketing Manager

Michael Lager

Michael Lager

Business Development Director,

Paraplanner
Alan Alpers

Alan Alpers

Investment Manager

Sarah Grunwald

Sarah Grunwald

Client Service Specialist

Qualifications

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

Pauline Hallam

Client Service Specialist

Kathyleen Madison

Kathyleen Madison

Client Service Specialist

Govanna Lopez

Govanna Lopez

Administrative Assistant

Angelina Jimenez

Angelina Jimenez

Receptionist

Joan Fleetwood

Joan Fleetwood

Receptionist