Our advisors

Advisor photo for Kirk Girair Kaprelian

Kirk Girair Kaprelian

CFP®, ChFC®, CEPA®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Kirk Girair Kaprelian Visit Kirk Girair Kaprelian's website
Advisor photo for Sarah Schmidt

Sarah Schmidt

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sarah Schmidt Visit Sarah Schmidt's website
Advisor photo for Eric Gill

Eric Gill

CRPC, APMA

Financial Advisor

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

Sandra Kramer

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sandra Kramer Visit Sandra Kramer's website


Our team

Nathan Schrock

Nathan Schrock

Paraplanner

Personal Intro

Ameriprise National Day of Service, Big Brothers Big Sisters of Central Arizona, Compassion International, Aim Right Ministries

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

  • Business development and events, Advanced financial planning, Client service, Trading and money movement
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Rita Bebekian

Rita Bebekian

Receptionist

Qualifications

  • AA in Travel Studies, Pasadena City College – Pasadena, CA

Roles & Responsibilities

  • Setting appointments
  • Incoming / outgoing telephone calls, Monitoring reception desk, Other administrative tasks
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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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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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Josh Hollis

Josh Hollis

Paraplanner

Qualifications

  • Series 7, 66, 63

  • Bachelor's of Arts in Economics from Arizona State University

  • AA in Business Administration from Mesa Community College

Roles & Responsibilities

  • Alternative Investments
  • Money Movement
  • Client Service
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Joseph Lehto

Joseph Lehto

Client Service Specialist

Qualifications

  • BS in Criminology and Criminal Justice from Northern Arizona University

Roles & Responsibilities

  • Client Service
  • Admin Assistance
  • Meeting Preparer
  • Maintaining and Updating Client Records
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