Advisor Directory
Joe DiVito, AIF®, CEPA®, CFP®, CIMA®, CRPS®
Managing Director - Private Wealth Financial Advisor
Senior Portfolio Director
602-381-5340Clay Coffeen
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
602-381-5355Shea Boulware-Creed
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
623-334-2602Tania Kvakic, AWMA®, CFP®, CRPC®, MPAS®, MSPFP
Senior Vice President - Financial Advisor
Senior Portfolio Director
Sports & Entertainment Professional
602-381-5308Mark Dewane, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
602-381-5349William J. Hertzog, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
602-381-5326