Tania Kvakic

Tania Kvakic, AWMA®, CFP®, CRPC®, MPAS®, MSPFP

Senior Vice President - Financial Advisor, Sports & Entertainment Professional, Senior Portfolio Director Group

602-381-5308
Email | |
William Hertzog

William Hertzog, CIMA®

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

602-381-5326
Email | |
Donald Schultz

Donald Schultz, AIF®, AWM, CPFA®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

727-895-8807
Email | |
Michelle Cunningham

Michelle Cunningham

Investment Associate

602-381-5394 602-539-0520

Susan Colaco, APP

Branch Service Manager - Senior Investment Associate

727-895-8812 727-409-0903
Lauren Valdes

Lauren Valdes

Senior Registered Client Associate

602-381-5318 480-433-3228
Jacque Decker

Jacque Decker

Investment Associate

602-508-7863 480-403-1252

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