Broker Check

Team

Please click on our individual profiles to learn more about each member of our team.


Cean Kenefick-Rogers

Cean N. Kenefick-Rogers, CFA®, CFP®, AIF®

Founding Partner/Chief Investment Officer

480-776-5960

480-776-5961

Rydan Case

Rydan D. Case, ChFC®, CFP®, RFC

Founding Partner/Director of Financial Planning Division

949-424-6131

480-776-5961

Rick Wagner

Rick Wagner

Financial Planner

480-550-9285

480-776-5961

Nick Basso

Nick Basso

Portfolio Administrator

480-550-9289

480-776-5961

Terra Curtiss

Terra Curtiss

Client Service Administrator

480-776-5960

480-776-5961

Craig Moore

Craig Moore

Financial Planner/Marketing Coordinator

480-776-5960

480-776-5961

Jared Hirte

Jared Hirte

Portfolio Administrator

480-776-5960

480-776-5961

Leigh Irons

Leigh Irons

Administrative Assistant

800-467-0480

480-776-5961