Our Team

Steve James

Managing Director

(480) 284-6554

(480) 307-6422

[email protected]

Amelia James

Registered Representative

(480) 284-6554

(480) 307-6422

[email protected]

Nestor Montoya, CFP®, ChFC®

Wealth Manager

(480) 284-6554

(480) 307-6422

[email protected]

Mike Pananos, AAMS®

Financial Advisor

(480) 277-7761

[email protected]

Mercy Martinez

Client Service Specialist

(480) 284-6554

(480) 307-6422

[email protected]

Chelsea Myers

Customer Service Rep

480-284-6554

480-307-6422

[email protected]

Alex Carracedo

Sattler Pension & Wealth Management

602-888-3099

[email protected]

Doug Sattler

Sattler Pension & Wealth Management

(602) 888-3987

[email protected]

Bill Goodman, CRPC®, QPFC®, MBA

Prizm Wealth Management

(480) 404-9259

(480) 307-6422

[email protected]

Hannah Dabbs Mendoza

Internship Coordinator

480-284-6554

480-307-6422

[email protected]

Brently Klontz, AFC^®

Wealth Manager / Partner

(480)378-2777

(480) 401-1271

[email protected]

Zach Makawi, AFC^®

Wealth Manager / Partner

(480) 378-2777

480-401-1271

[email protected]

Dana Dudley

Executive Assistant to Brently Klontz & Zachary Makawi

480-378-2777

480-401-1271

[email protected]