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 partner with our clients to help them meet all of their long-term goals – financial, personal and professional. We believe that protecting and preserving our clients’ investments will help them achieve and sustain these goals. To that end, we have assembled an experienced group of professionals with 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 Director of Operations

Click For Larger PictureNathan Erickson, CFA - Portfolio Manager

Click For Larger PictureDebbie Downing – Compliance and Client Services Associate