Financial planners in Phoenix, AZ

HELPING
YOU ELEVATE YOUR FINANCIAL POTENTIAL

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The Phoenix, AZ, team

Andy Smith

Executive Director, Financial Planning

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Dominic Chavez

Director, Financial Planning

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Widmark Cano

Director, Financial Planning

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Jim Horn

Director, Financial Planning

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Grant Collins

Director, Financial Planning

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Paul Rubacka

Director, Financial Planning

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Andrew Gullion

Director, Financial Planning

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Phil Wilson

Director, Financial Planning

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Justin Beavers

Director, Financial Planning

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Taralee Sundberg

Director, Financial Planning

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Brad Maurer

Director, Financial Planning

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Chris Caposey

Director, Financial Planning

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Justine Gidaro

Director, Financial Planning

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Laura Johnson

Director, Financial Planning

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Greg Dexheimer

Director, Financial Planning

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Charles Rapp

Director, Financial Planning

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Paul Dau

Director, Financial Planning

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Brad Holly

Director, Financial Planning

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Alex Shurin

Director, Financial Planning

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Ashley Zephir

Director, Financial Planning

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Brian Mueller

Director, Financial Planning

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Corey Fast

Director, Financial Planning

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Lakeisha Hill

Director, Financial Planning

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Matt Preddy

Director, Financial Planning

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Nick Friedman

Director, Financial Planning

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Steve Freedman

Director, Financial Planning

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Wendy Martinez

Director, Financial Planning

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Rosh Mangalat

Director, Financial Planning

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Nathan Bardin

Director, Financial Planning

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Brett Perlman

Director, Financial Planning

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Cynthia Leal

Director, Financial Planning

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Ryan Lind

Director, Financial Planning

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Gabe Talley

Director, Financial Planning

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Chris Werner

Director, Financial Planning

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Chris Ziola

Director, Financial Planning

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Amanda Salyer

Director, Financial Planning

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Mel Lambert

Director, Financial Planning

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Ted Borowiak

Director, Financial Planning

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Andrew Band

Director, Financial Planning

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Eddie Lee

Director, Financial Planning

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Scott Garrigus

Director, Financial Planning

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Andrew Greene

Director, Financial Planning

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Chance Vogel

Director, Financial Planning

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Chris Sparks

Director, Financial Planning

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Andrew Torres

Director, Financial Planning

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Daniel Humphrey

Director, Financial Planning

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Trent Davidson

Director, Financial Planning

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Dylan Barr

Director, Financial Planning

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Jim Halloran

Director, Financial Planning

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Mark Ligeski

Director, Financial Planning

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Peter Fleming

Director, Financial Planning

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Sean Glazier

Director, Financial Planning

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Mike Meuse

Director, Financial Planning

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Mark DiGiovanni

Director, Financial Planning

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Kylee Gibson

Director, Financial Planning

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Lavonne Patterson

Director, Financial Planning

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Joe Bergen

Director, Financial Planning

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Keith Truex

Director, Financial Planning

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Anthony Badillo

Director, Financial Planning

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Matt Ganskopp

Director, Financial Planning

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Glynis Banhan

Director, Financial Planning

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Luke Swygard

Director, Financial Planning

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Frank Barkanic

Director, Financial Planning

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Rita Head

Director, Financial Planning

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Ed Sturdivant

Director, Financial Planning

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Javier Lucero

Director, Financial Planning

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Aaron Kirkland

Director, Financial Planning

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Patrick Durbin

Director, Financial Planning

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Brian Deutsch

Director, Financial Planning

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Cheryl Langston

Director, Financial Planning

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Alex Pinn

Director, Financial Planning

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Ashley Decker

Director, Financial Planning

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Working with us in Phoenix, AZ

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Frequently Asked Questions

To learn more about the role of tax planning and how the Edelman Financial Engines team can help you meet your goals, review some of our most frequently asked questions.

Our fee-only financial planners provide straightforward advice with your values and goals in mind. We are fiduciaries and put our clients’ interests above all others. Not simply because it’s a legal requirement, but because it’s the right thing to do. Our planners don’t sell proprietary investment products to earn commissions and aren’t incentivized to place your money with any specific funds. We have merged dedicated human relationships with patented financial technology to give individual investors access to advanced portfolio management and personalized financial strategies.

Becoming an Edelman Financial Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial planner in your area. After this meeting, if you and your planner mutually agree that it makes sense for you to become an EFE client, the planner will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Edelman Financial Engines to manage your portfolio. Your planner will be with you every step of the way as you embark on your new journey.

Your financial planner is the backbone of your planning team. In addition, there is a team of portfolio managers who will monitor and manage your accounts on an ongoing basis. Planners also have access to internal and external professional resources.

Financial Planning & Investing Resources

Retirement & Estate Planning

Estate planning guide

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