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®

Chief Executive Officer Founding Partner

480-776-5960

480-776-5961

Alexander Marek

Alexander D. Marek

Senior Wealth Advisor Founding Partner

480-776-5960

480-776-5961

Rydan Case

Rydan D. Case, ChFC®, CFP®, RFC

Senior Wealth Advisor Founding Partner

949-424-6131

480-776-5961

Rick Wagner

Rick Wagner, ChFC®

Wealth Advisor

480-776-5960

480-776-5961

Craig Moore

Craig Moore

Wealth Advisor

480-776-5960

480-776-5961

Lauren Chavez

Lauren Chavez

Associate Advisor

480-776-5960

480-776-5961

Jared Hirte

Jared Hirte

Junior Portfolio Manager

480-776-5960

480-776-5961

Colleen Allison

Colleen Allison

Office Manager

480-776-5960

480-776-5961

Terra Curtiss

Terra Curtiss

Client Service Administrator

480-776-5960

480-776-5961

Leigh Irons

Leigh Irons

Administrative Assistant

800-467-0480

480-776-5961