Our Advisors

Our firm has a combined staff, across all of its locations, of over 35 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 100 years of experience in the financial industry, our expertise spans many segments of the wealth management process.

Robert Swift

Robert Swift

Doug Nelson

Doug Nelson, CPA, PFS

John Stevens

John Stephens, MD, CFA, CFP®, MBA

Ken Riebe

Ken Riebe

Trisa Summers

Trisa Summers, CFP®

Michael Grosso

Michael Grosso, CFP®

Hank Peck

Hank Peck, CFP®

Mickey Abeshaus

Mickey Abeshaus, MD, CFP®

Justin Thomas

Justin Thomas CFP®

Guy Holman, CFP®

Sam Swift, CFA, CFP®

Marc Campbell

Marc Campbell

David Niichel

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

100 Wilshire Blvd.
Ste.200
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

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