2 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
3200 East Camelback Road #300
Phoenix,
AZ
85018
Phone: 602.468.1232
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–1:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Chris Bergthold, CFP®
Financial Advisor,
Relationship Manager
John Brimhall, CPA, CFA®, CFP®
Financial Advisor,
Relationship Manager
Christina Burroughs, CFP®
Principal,
Financial Advisor
Eric Ensign, CPA
Principal,
Financial Advisor
Nathan Erickson, CAIA, CFA®
Principal,
Financial Advisor
Mark Feldman CFP®, CPA, PFS
Principal,
Head of Tax Services
Will Froelich, CFA®, CFP®
Principal,
Financial Advisor
Mary Ann Hennelly-Favata, CFP®
Senior Financial Advisor
Ken Garrett, CPA
Director,
Tax
Mike Hirte, CPA
Principal,
Tax
Evan Judge, CFA®, CFP®
Principal,
Financial Advisor
Brad Lemon
Principal,
Financial Advisor
Ryan Penniman, CPA
Principal,
Financial Advisor
Carol J. Romney, CFP®, CFA®
Financial Advisor,
Relationship Manager
Allie Russo, CFA®
Financial Advisor,
Relationship Manager
J.T. Vandegriff, CAIA, CFA®, CFP®
Principal,
Financial Advisor
Jennifer Wertheim, CPA
Director,
Tax
David Westra, AIF®, CFP®, CPFA
Principal,
Financial Advisor
2 months ago
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