You’ll have the resources of a national leader to serve your financial planning needs

When it comes to your financial future, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Tempe, Arizona, branch of Raymond James, you’ll find exactly that – plus a team of local professionals who know exactly where you’re coming from and who are dedicated to helping you pursue your unique financial goals.


Andy Jensen
Vice President, Investments
Carlos Hurtado
Vice President, Investments
David J. Brown, CFP®
Vice President, Investments
Guil Nergard
Vice President, Investments
Holley Held
Senior Registered Client Service Associate
James Wennlund
Branch Manager; Senior Vice President, Investments
Jeff Hays
Vice President, Investments
Kurt Klingenberg
Managing Director
Mike McGillicuddy
Senior Registered Client Service Associate
Nancy Lasky
Senior Registered Client Service Associate
Rick Ban
Vice President, Investments
Ryan Buechting
Senior Vice President, Investments
Sarah Brown
Branch Business Coordinator
Todd Hansen, AAMS®, CRPC®, J.D.
Senior Vice President, Investments
Zack Hamm
Financial Advisor
Julie Montgomery
Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

J.D.*

Raymond James does not provide legal services.