Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. With offices in Fountain Hills, Scottsdale and North Phoenix, Arizona, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.

Our Team

Get better acquainted with us and how we can help you



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Pictured from left to right:
Logan J. Brinkmann, Terri Bozarth, Lisa J. Bizzell, Michael J. Maroon, AAMS®, Tron J. Brinkmann, AAMS®, Paul H. Evans, AAMS®, Jared M. Maroon, Christina Bowen, Amy Barchini

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

If you want to go fast, go alone. If you want to go far, you need a team.
John Wooden