Who we are

At the Flader Wealth Consulting Group, we’re proud to have earned a reputation in the Phoenix community and beyond for being knowledgeable professionals that are passionate about serving clients well and being responsible stewards of the assets entrusted to our care.

We accomplish this by working as a highly collaborative team. Each member has a different background, education and experience from the others; we feel that this diversity in expertise helps us better serve our clients by offering multiple perspectives. So you can rest assured that your entire financial picture is being reviewed and monitored by multiple team members, all deeply committed to helping you reach your financial goals. We invite you to explore the bios below to learn more about our team.

Allan J Flader, AWM, CIMA®, CRPC®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

602-381-5388 | Email |
602-381-5332

Allan is responsible for overseeing overall investment strategy, asset allocation and tax minimization strategies for the group. He assesses the risk tolerance of each individual client and determines the appropriate strategic or tactical model for client portfolios. With more than 30 years of experience, Allan is one of roughly 7,300 Certified Investment Management Analysts (CIMA®) nationwide, earning the distinction through the University of Pennsylvania’s Wharton School of Business. Allan holds the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility. 

Allan is also an Accredited Wealth Manager. RBC Wealth Management partners with the Academy of Multidisciplinary Practice, Inc. and the Estate & Wealth Strategies Institute at Michigan State University—both very prestigious and well-respected academic institutions—to design and deliver the cutting-edge AWM curriculum. Financial advisors who meet the high standards for acceptance into the program spend six months learning how to develop effective wealth management strategies and operate a multidisciplinary professional practice geared toward delivering comprehensive wealth management solutions. He has also obtained the Chartered Retirement Planning Counselor℠ designation. The CRPC Program focuses on the pre- and post-retirement needs of individuals and provides the necessary tools to transform the retirement planning process into a positive experience. Enrollment in the program includes the study of a variety of principles in the retirement planning field. The program guides participants through the retirement process from start to finish, addressing issues such as estate planning and asset management. Allan has also attended training from 3ethos® which was based on a new body of research called LeaderMetrics®. LeaderMetrics® is a framework that fully integrates leadership, stewardship, fiduciary standard and governance. The coursework and exam are used to evaluate the effectiveness of a decision-maker who is serving in a critical leadership role. 

Prior to joining RBC Wealth Management in 2008, Allan served as a financial advisor for Merrill Lynch & Co., Inc., Prudential Securities and UBS Financial Services Inc. At UBS he was a part of the select PRIME Institutional Consulting Group, and a perennial Chairman’s Club member, reserved for the top 3 percent of firm’s advisors nationwide. In 2009, Allan was named to RBC Wealth Management’s Chairman’s Council, recognizing the firm’s top financial advisors. He earned a Bachelor of Science degree in finance and economics from the University of Arizona, graduating with top honors. Allan and his wife, Katherine, live in Phoenix and have two children.

Brian K Flader, CLU®, CRPC®, ChFC®

Senior Financial Associate

602-381-5389 | Email
602-381-5337

Brian has 22 years of experience and specializes in analyzing current client portfolios and making recommendations to clients seeking to maximize risk-adjusted returns, with a focus on tax minimization strategies. He conducts portfolio reviews with existing clients and is actively involved in investment manager selection. Brian is a Chartered Financial Consultant (ChFC®) and reviews insurance and estate planning needs for clients. Brian is also a Chartered Life Underwriter (CLU®). This designation is earned by insurance specialists with education in risk management and estate planning. He holds the Chartered Retirement Planning Counselor certification, and has attended training from 3ethos® which was based on a new body of research called LeaderMetrics®. LeaderMetrics® is a framework that fully integrates leadership, stewardship, fiduciary standard and governance. The coursework and exam are used to evaluate the effectiveness of a decision-maker who is serving in a critical leadership role. 

He holds the Series 7, 63 and 65 securities licenses and is insurance licensed. Brian earned a Bachelor of Arts in business administration from the University of Arizona. He and his wife Kerri have three children and live in Phoenix.

Michael Flader, RICP®

Senior Financial Associate

602-381-5390 | Email |
602-381-5332

Michael has 20 years of experience and specializes in retirement income planning, cash management, and establishing savings plans for higher education. He also handles performance reporting for client accounts, and as the team’s new client liaison, assists clients with RBC Wealth Management’s online platform and other technology issues.

Michael holds the Retirement Income Certified Professional® (RICP®) designation. The RICP program provides experienced professionals with advanced expertise in retirement income planning. In addition, Michael has also attended training from 3ethos® which was based on a new body of research called LeaderMetrics®. LeaderMetrics® is a framework that fully integrates leadership, stewardship, fiduciary standard and governance. The coursework and exam are used to evaluate the effectiveness of a decision-maker who is serving in a critical leadership role. He also holds the Series 7, 63 and 65 securities licenses and is insurance licensed.

He earned a Bachelor of Arts degree in psychology from the University of Arizona. Michael and his wife, Lisa, live in Phoenix and have one child.

Chris Young, CFP®, CRPC®

Senior Financial Associate

602-381-5391 | Email

Chris has over 17 years of experience in analyzing and making recommendations for individual investment portfolios. He holds the Chartered Retirement Planning Counselor℠ certification, and after completing the required coursework at the College of Financial Planning, he received his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. Chris specializes in individual portfolio management/construction, financial/retirement projections and tax minimization strategies. Chris has also attended training from 3ethos® which was based on a new body of research called LeaderMetrics®. LeaderMetrics® is a framework that fully integrates leadership, stewardship, fiduciary standard and governance. The coursework and exam are used to evaluate the effectiveness of a decision-maker who is serving in a critical leadership role. In addition, he holds the Series 7 and 66 securities licenses and is insurance licensed.

Chris earned a Bachelor of Science in political science from Arizona State University. He and his wife, Kristin, live in Scottsdale and have three children.

Brittney Beard

Senior Registered Client Associate

602-381-5386 | Email

Brittney ensures each client receives excellent service on the administrative side of day-to-day account management. She handles new account opening and helps clients find lending solutions when needed. She holds the Series 7 and 63 securities licenses and has more than 16 years of experience assisting clients in the financial services industry. 

Brittney earned a Bachelor of Journalism degree in advertising from the University of Nebraska-Lincoln.

Linda L Caldwell

Senior Client Associate

602-381-5387 | Email
602-381-5332

Linda specializes in managed account administration and is very involved with the team’s marketing programs. She also processes check or wire transfer requests and can help clients when they need copies of tax documents or account statements. Linda has over 30 years of experience in the financial services industry, and prior to working at RBC Wealth Management she worked at UBS and was responsible for handling the office’s largest corporate accounts. Linda and her husband, Les, have one child and they live in Gilbert.

Our team