Nick Kolesar is a Managing Director and the Market Executive for Arizona at Bank of America Private Bank. Nick works closely with clients, advisors, and managers in the Scottsdale and... show more
Charles Gibbs Jr. is licensed as a financial advisor and is based out of Phoenix, AZ. Gibbs works for LPL Financial and has successfully completed Series 65,63,7,24 and SIE exams.
7373 E Doubletree Ranch Rd. Ste 200, Scottsdale, AZ 85258
Danny Cagley is licensed as a financial advisor and is based out of Scottsdale, AZ. Cagley works for Vanguard Advisors and has successfully completed Series 66 - Uniform Combined State... show more
Thomas Lofy is founder and CEO of Lofy Group Wealth Management and is based out of Phoenix, AZ. Lofy has successfully completed the Series 7, 24, 66, and SIE -... show more
Vanessa Gutierrez is licensed as a financial advisor and is Regional Director at Royal Alliance Associates. Gutierrez has successfully completed the Series 7, 24, 53, 63, 66, and SIE -... show more
Specialties: Comprehensive Financial Planning
2800 North Central Avenue Suite 2100, Phoenix, AZ 85004
Dave is the VP of Compliance and Chief Compliance Officer. He brings over 14 years of industry experience to United Planners and currently holds his Series 4, 7, 24, 53,... show more
7333 E. Doubletree Ranch Road Suite 120, Scottsdale, AZ 85258
Karen Teskamorton is a financial advisor with Wells Fargo Advisors, LLC primarily works with Individuals, High Net Worth Individuals. Karen Teskamorton operates out of Phoenix, AZ.
2415 East Camelback Road Suite 1000, Phoenix, AZ 85016
Earl Mendenhall III is licensed as a financial advisor and is based out of Tucson, AZ. Mendenhall works for Hornor, Townsend & Kent, Inc. and has successfully completed the Series... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Donald Hershberger is a financial advisor with Royal Alliance Associates, Inc. primarily works with Individuals, High Net Worth Individuals. Donald Hershberger operates out of Phoenix, AZ.
2375 E. Camelback Road Suite 500, Phoenix, AZ 85016
Quinton Holton is a founding partner of Holton & Kosanke Wealth Management, LLC which specializes in Financial Planning for Physicians. As a Certified Financial Planner, Quinton counsels hundreds of medical... show more
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
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