Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Scottsdale

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Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

Bellevue, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Director

Albuquerque, Indian Wells, Newport Beach, Scottsdale, Sorrento Valley

David Kerber

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Sr. Wealth Advisor, Sr. Director

Scottsdale, Albuquerque, Tucson

CJ Smith

CJ Smith, CFP®, CDFA®

Wealth Advisor

David Carmichael

David Carmichael

Sr. Wealth Advisor, Director

David Rich

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale

James Greer Image

James Greer, CFP®

Wealth Advisor

James Taylor, CFP®, CEPA

Sr. Wealth Advisor

Albuquerque, Scottsdale

Jaron Carmichael

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Director of Retirement Group, Wealth Advisor

Mike Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor, Director

Portland, Portland – South, Scottsdale

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque

Marc Normann Photo

Marc A. Normann

Regional Vice President

Albuquerque, San Diego, Scottsdale

Rich Munneke

Rich Munneke

Regional Vice President

Susy Gibo

Susy Gibo

Sr. Regional Sales Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Trace Winn

Financial Planner

Cherice Bradley

Sr. Client Service Specialist

Dawn Santeford

Client Service Specialist

Scottsdale, Albuquerque

D Rhodey

Denise Rhodey

Manager, Client Service

Newport Beach, Scottsdale

JoAnn Ferradino

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Madelyn Fritz

Madelyn Fritz

Client Service Specialist

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