Our Advisors

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.

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

Mike Sullivan, CFA



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


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


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


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

Santa Fe

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


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

Santa Monica

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

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