With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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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.
BA in Christian Studies from Grand Canyon University
MA in Biblical Exposition from Liberty University
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 eating good food.
FINRA Series 7, 63 licensed
Life, Health & Accident Insurance
Bachelor's of Science in Business Administration: Financial Planning from Liberty University
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.
FINRA Series 7 licensed
BS in Criminology and Criminal Justice from Northern Arizona University
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.
Virginia has over 20 years of experience in the insurance and financial industry and is dedicated to creating a positive client experience. In her free time, she enjoys reading, bowling, and being with her family.
Will has 15 years of experience in financial services, having worked previously with Morgan Stanley, Vanguard, and Merrill Lynch. A native of Boston, he has lived in Scottsdale since 2019 with his wife, daughter, and son.
FINRA Series 7, 63, 65 licensed
Trinity College, Bachelor of Arts, 2006
Katie has 12 years of experience as an administrative assistant and supports the team through scheduling, phone coordination, and reception desk management. She enjoys working with a strong team and spending her free time reading, gardening, and cross‑stitching.
Associate's in Veterinary Technology, 2007
To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.
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