In today’s world, wealth requires more than strategy, it requires perspective.

We deliver financial insights with a personal, relationship-driven experience. Our team works closely with you to help simplify complexity, anticipate change, and plan for what comes next.

For our clients, this is our commitment.
For those considering us, it’s what sets us apart.

close

Team photo for InReach Wealth Advisors
Team photo for InReach Wealth Advisors

View Larger


Our advisors

Advisor photo for Jason Ayala

Jason Ayala

CFP®, CIMA®, ChFC®, CEPA®

Private Wealth Advisor

Learn more about Jason Ayala Visit Jason Ayala's website
Advisor photo for Kristi Simerman

Kristi Simerman

CFP®, APMA®, CLTC®, CDFA®

Private Wealth Advisor

Learn more about Kristi Simerman Visit Kristi Simerman's website
Advisor photo for Krista Tarbox

Krista Tarbox

CFP®, APMA®

Private Wealth Advisor

Learn more about Krista Tarbox Visit Krista Tarbox's website


Our team

Hayden Leatham

Hayden Leatham

Operations Director

Qualifications

  • Grand Canyon University BS Business Management

Roles & Responsibilities

  • Hayden brings extensive experience in operational leadership, client service, and strategic execution. In this role, he will oversee the daily operations of our practice.
View more
Jordyn Hayes

Jordyn Hayes

Client Concierge

Qualifications

  • Bachelors of Arts, Business, ASU

Roles & Responsibilities

  • Marketing, Social Media, Events and Client Service
View more
Julian Rivera

Julian Rivera

Paraplanner,

Financial Planning Specialist

Qualifications

  • CFP®

  • B.A. Economics & Sociology from University of New Mexico

View more
Chakshu Bhatia

Chakshu Bhatia

Client Service Specialist

Qualifications

  • MBA Finance from GLIM Gurgaon

Roles & Responsibilities

  • Money movements, meeting preparation, research, forms, ad hoc requests, as well as sitting in on meetings.
View more