Our Team

Our firm has a combined staff, across all of its locations, of over 40 people which includes advisors, associates, paraplanners and administrative staff. They all work together in their roles to deliver exceptional service to our clients. With over 150 years of experience in the financial industry, our expertise spans many segments of the wealth management process.

Mickey Abeshaus, CFP®
Advisor and Shareholder
Lori Booth-Houle, CPA, CFP®
Advisor and Shareholder
Marc Campbell, CFP®
Advisor and Shareholder
Michael Grosso, CFP®
Advisor and Shareholder
Guy Holman, CFP®
Advisor and Shareholder
Bill Moss, CPA/PFS
Advisor and Shareholder
Doug Nelson, CPA, PFS
Advisor, Shareholder and Founder
David Niichel, CFP®
Advisor and Shareholder
Hank Peck CFP®, AEP®, CPFA
Advisor and Shareholder
Ken Riebe
Advisor and Shareholder
Dana Sandoval, CFP®
Support Advisor
John Stephens, CFA, CFP®
CEO, Advisor and Shareholder
Mike Sullivan, CFA
Advisor, Director of Advisory Services and Shareholder
Robert Swift
Advisor, Shareholder and Founder
Sam Swift, CFA, CFP®, AIF®
Advisor and Shareholder
Justin Thomas, CFP®
Advisor and Shareholder
Sam Van Denburgh, CFP®
Support Advisor
Shane Abeshaus
Trader
Scott Bennett
Paraplanner
Lea Brown, RP®
Associate
Liz Claridge
Trader
Janelle Chugg, RP®
Senior Operations Associate
Anita Denton, RP®
Associate
Alice DeWitt
Operations Manager
Missy Eddy
Director of Marketing
Nicole Gaudioso, RP®
Associate
Ava Clare Glaser
Associate of Operations
Mary Hardy
Client Coordinator
Rebecca N. Hebert, RP®
Associate
Debbie Hixson, RP®
Associate
Scott Hofmann, RP®
Associate
Tracy Sanes
Client Coordinator
Aubree Jensen
Director of Finance
Melissa Klemp, RP®
Associate
Kyle Larson
Paraplanner
Jennifer Means, RP®
Paraplanner
Tammy Morgan, RP®
Associate
Jen Nevenhoven
Director of Human Resources
Catherine Nichols, J.D.
President and Shareholder
Valerie Odell, RP®
Associate
Charlie Peck
Lead Trader
Kim Peterson,RP®
Support Associate
Gladys Rice, RP®
Associate
Christina Slater, RP®
Associate
Stephanie Sutterley, RP®
Associate
Dawnette Sweet, RP®
Associate
Katie Sweet
Support Associate
Ashley Swift, MBA, RP®
Lead Associate
Art Tellez
Director of Operations and Shareholder
Shawn Williams
Client Coordinator

Tucson

4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488

Scottsdale

6929 Greenway Pkwy.
Ste.150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574

Flagstaff

150 W. Dale Ave.
Ste.1
Flagstaff, AZ 86001
Phone: (928) 226 -0868

Reno/Tahoe

4757 Caughlin Pkwy.
Ste.B
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254

Santa Fe

215 W. San Francisco
Ste.202C
Santa Fe, NM 87501
Phone: (505) 982-3808

Denver

1228 15th St.,
Ste.300
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144

Santa Monica

312 Arizona Ave.
Office 302
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

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