Contact Information
8767 E. Via de Ventura, Suite 175
Scottsdale, AZ 85258
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Phone: (480) 777-9870
Toll Free: (800) 663-9870
Fax: (480) 777-9863
Email: Click here
People
Meeting the Needs of Our Clients

We have assembled an experienced group of professionals who believe consistently superior investment results and a high level of personalized service are achieved through teamwork.  Accordingly, we seek individuals who have diverse work and academic histories.

Click For Larger PictureKeith Wibel, CFA – President

Click For Larger PictureFlorence Wibel – Chief Financial Officer

Click For Larger PictureKris Lumsden, IACCPsm - Chief Compliance Officer

Click For Larger PictureJohn L. Stull, CFA, CPA - Senior Portfolio Manager

Click For Larger PictureEnrique Rendon – Information Systems/Operations Specialist

Click For Larger PictureDebbie Downing – Compliance and Client Services Associate