Broker Check

Gilbert Office

Gilbert

Becky Carney

Becky Carney

Administrative Associate

425-218-2755

Bill Goodman

Bill Goodman, CRPC®, QPFC®, MBA

Prizm Wealth Management

(480) 404-9259

(480) 307-6422

Brently Klontz

Brently Klontz, CFP®, AFC®

Wealth Manager/Partner

480-378-2777

Cassie Saine

Cassie Saine

Office Manager

480-284-6554

Hannah Dabbs Mendoza

Hannah Dabbs Mendoza

Operations Manager

480-284-6554

Isaiah Carter

Isaiah Carter

Senior Client Service Specialist | SmartVestor PRO Coordinator

480-378-2777

(480) 401-1271

Jay Womack

Jay Womack, AIF®

Financial Advisor

828-231-4174

828-484-4920

Jessi Summers

Jessi Summers, LSSGB®

Operations Manager

480-378-2777

(480) 401-1271

Joe Cooper

Joe Cooper

Wealth Advisor

(480) 284-6554

Kelly Neubauer

Kelly Neubauer

Client Service Specialist

480-284-6554

M. Dawn Lloyd

Mari Dawn Lloyd,
JD, CFP®, CRPC®

Financial Advisor

480-878-6960

480-383-6880

Melissa Tapken

Melissa Tapken

OSJ Designee, Manager Advisor Support

Michael Hoxworth

Michael Hoxworth

Client Service Specialist

480-378-2777

(480) 401-1271

Mike Pananos

Mike Pananos, AAMS®

Financial Advisor

(480) 277-7761

Miriam Kershaw

Miriam Kershaw

Client Service Specialist

480-378-2777

480-401-1271

Nestor Montoya

Nestor Montoya, CFP®, ChFC®

Wealth Manager

(480) 284-6554

(480) 307-6422

Steve James

Steve James

Managing Director

(480) 284-6554

(480) 307-6422

Taylor James

Taylor James

Special Projects

480-284-6554

Tyler Ferguson

Tyler Ferguson

Client Service Specialist

480-284-6554

Vern Clemenson

Vern Clemenson

Wealth Manager

480-284-6554

480-307-6422

Vivien Enders

Vivien Enders

Wealth Manager

480-284-6554

480-307-6422

Zach Makawi

Zach Makawi, CFP®, AFC®

Wealth Manager/Partner

480-378-2777