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Advisor Directory

Tim P. Garigan
Senior Vice President - Financial Advisor
Consulting Group
phone520-615-4341
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Vance L. Falbaum, AWM, CIMA®, CPFA®, MLS
Managing Director - Financial Advisor
Senior Consulting Group
phone520-615-4339
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Chip Pisoni, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone480-609-4916
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Tania Kvakic, AWMA®, CFP®, CRPC®, MPAS®, MSPFP
Senior Vice President - Financial Advisor
Sports & Entertainment Professional
Senior Consulting Group
phone602-381-5308
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Cason Swinn, CPFA®
Senior Vice President - Financial Advisor
Consulting Group
phone702-893-8733
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Thomas J McCausland III, AWM, CEPA®, CPFA®
Senior Vice President - Financial Advisor
Advanced Wealth Manager
phone520-615-4304
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Flader & Young Wealth Consulting Group
phone602-381-5389
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Thomas Steele
First Vice President - Financial Advisor
phone702-893-8708
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Paul Hert
Senior Vice President - Financial Advisor
phone602-381-5396
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Spencer Roe
Vice President - Financial Advisor
phone480-609-4944
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Bill Herf, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone480-609-4922
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Robert Present
Senior Vice President - Financial Advisor
Senior Consulting Group
phone520-615-4338
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Daniel Fox
Senior Vice President - Financial Advisor
Consulting Group
phone480-609-4976
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Ben Spalding, AIF®
First Vice President - Financial Advisor
Consulting Group
phone480-609-4923
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Tim Crawford
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5903
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Kris Dahl
Senior Vice President - Financial Advisor
Senior Consulting Group
phone480-609-4936
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Clay Coffeen
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone602-381-5355
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Daniel Toll, CFP®, CRPC®
Senior Vice President - Branch Director
Senior Consulting Group
phone702-893-8732
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Richard Schaefer, AWM
Senior Vice President - Branch Director
Senior Consulting Group
phone520-615-4324
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The Kattenhorn Mayo Team
phone505-872-5914
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Stacy Quiri, CFP®, CRPC®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone520-615-4374
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Roe Wealth Management Team
phone480-609-4915
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Pisoni Jackson Group
phone480-609-4916
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Falbaum Crowley Investment Group
phone520-615-4371
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Matt Jackson, CFP®
Financial Advisor
phone480-609-4902
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Joseph Ballantyne
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone520-615-4354
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Theodore J. Crowley II, CIMA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone480-609-4977
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Dewane-Kraemer Wealth Management Group
phone602-381-5363
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Schaefer Present Corte Investment Group
phone520-615-4324
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William J. Hertzog, CIMA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone602-381-5326
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Phil Mayo, AWM, CPFA®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone505-872-5915
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Curtiss LaCross, C(k)P®, CPFA®, CRPC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5916
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Brian Flader, CLU®, CRPC®, ChFC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone602-381-5389
The LaCross Team
phone505-872-5916
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Brad Yablonsky
Senior Vice President - Financial Advisor
Consulting Group
phone505-872-5964
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J. Fredrick “Freddie” Martinez, MBA
Senior Vice President - Financial Advisor
Senior Consulting Group
phone520-615-4303
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Jack Lamm, CFP®
Vice President - Financial Advisor
Consulting Group
phone505-872-5965
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Doug Mance, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone520-615-4337
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Shea Boulware
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone623-334-2602
The Di Vito Consulting Group
phone602-381-5340
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Chris Cates, CFP®, CRPS®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5910
Swinn Wealth Management Group
phone702-893-8733
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Tim Cowdrey
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone480-609-4975
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Tahirih Toll
Associate Vice President - Financial Advisor
phone702-893-8734
The Boulware Investment Group
phone623-334-2602
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Aaron Crowley, CFP®, CLU®, CPFA®, CPWA®
Financial Advisor
phone520-615-4327
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Cory Robbins
Senior Vice President - Financial Advisor
Consulting Group
phone505-872-5939
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Joseph “Sam” Bergamo
Senior Vice President - Financial Advisor
Consulting Group
phone505-872-5962
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Brad Cates, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5912
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M. Ben Hamilton, AWM, CEPA®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone702-893-8751
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Michael Flader, RICP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone602-381-5390
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Bill Cates
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5909
The Coronado Wealth Management Group
phone520-615-4329
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Byron Fox, JD
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone520-615-4323
The Toll Group
phone702-893-8732
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The Cates - Romero Team
phone505-872-5909
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Scott Schroeder
Senior Vice President - Financial Advisor
Consulting Group
phone505-872-5928
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Peter Roe, AWM
Senior Vice President - Financial Advisor
Senior Consulting Group
phone480-609-4915
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Brad Margison
Vice President - Financial Advisor
Consulting Group
phone702-893-8761
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Mark Dewane, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone602-381-5349
Uptown Wealth Solutions Group
phone505-872-5950
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Ryan D'Souza
Associate Vice President - Financial Advisor
phone702-893-8752
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Cynthia Penner, PhD
Senior Vice President - Financial Advisor
phone520-615-4321
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Mike Anderson
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone505-872-5950
David Diller, CPA
Financial Advisor
phone505-872-5934
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Ernesto Duran
Financial Advisor
phone520-615-4346
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Eckelman, Bergamo, Yablonsky, Lamm Team
phone505-872-5967
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Ty Kattenhorn
Senior Vice President - Financial Advisor
Senior Consulting Group
phone505-872-5914
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Joe DiVito, AIF®, AWM, CEPA®, CFP®, CIMA®, CRPS®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone602-381-5340
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David DiVito, AIF®, CFP®, CPFA®, MAcc*
Financial Advisor
phone602-381-5302
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Carl Eckelman
Managing Director - Financial Advisor
Senior Consulting Group
phone505-872-5963
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Chris Young, CFP®, CRPC®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone602-381-5391
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Jason Dalen, CPFA®, JD*
First Vice President - Financial Advisor
Consulting Group
phone520-615-4328
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