Advisor Directory
Mark Dewane, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
602-381-5349Joe DiVito, AIF®, CEPA®, CFP®, CIMA®, CRPS®
Managing Director - Private Wealth Advisor
Senior Portfolio Director Group
602-381-5340Shea Boulware
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
623-334-2602William J. Hertzog, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
602-381-5326Daniel Toll, CFP®, CRPC®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
702-893-8732Tania Kvakic, AWMA®, CFP®, CRPC®, MPAS®, MSPFP
Senior Vice President - Financial Advisor
Sports & Entertainment Professional
Senior Consulting Group
602-381-5308Clay Coffeen
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
602-381-5355Joseph “Sam” Bergamo
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
505-219-7637