Joe DiVito

Joe DiVito, AIF®, CEPA®, CFP®, CIMA®, CRPS®

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

602-381-5340
Email | |

David DiVito, AIF®, CFP®, CIMA®, CPFA®, MAcc*

Financial Advisor

602-381-5302
image of Chelsea Watkins

Chelsea Watkins, APP

Senior Financial Associate

602-381-5319
Email |
image of Rachelle Turner

Rachelle Turner

Registered Client Associate

602-381-5373
Shannon Long

Shannon Long

Client Associate

602-381-5343

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Bill Ringham

Director of Wealth Strategies


Dean Deutz, CFP®

Echelon Wealth Strategist


Jennifer Linder

Internal Wealth Strategist


Melissa Winn

Wealth Strategist


Jordan Perschel

Wealth Management Banker


Aaron Gallardo

Trust Consultant


Griffin Geisler

Wealth Strategist


Yaron Ben-Yohanan

Corporate & Executive Services


Jen Maneatis

Wealth Strategist


Grant Gherity

Associate Wealth Strategist


Let's start the conversation

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