Last Update: 10/1/21


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Page last updated:  3/20/23 by MK

Robbie Petrillo
Pinnacle Plan Design

Oct

Dale Walters

Drake Qualls

Dale Walters
Beach Fleischman

Oct

Dale Walters

Drake Qualls

William Cerynik
Amplify

May

William Cerynik

Dan VanDusen

Thomas Rindahl


Frank Castiglione
Baron Capital

Nov

Murray Smith

Howard Hill



Ken Jones

Jackson National Life

Apr

Steve Syrmopoulos

Carla Boyd

Amber Ramirez
Arizona Community Foundation

Sep

Murray Smith

Colleen Hallinan

Jill McIlroy
Arizona Community Foundation

Sep

Murray Smith

Colleen Hallinan

Rob Kanyur
Fairway Reverse Mortgage

Feb

Howard Hill

Melissa Kemp


Josh Johnson
Templeton Financial Services

Sep

Steve Syrmopoulos

Thomas Rindahl

Len Templeton
Templeton Financial Services

Sep

Steve Syrmopoulos

Thomas Rindahl

Ben
Zia Trust Company

Oct

Drake Qualls

Colleen Hallinan

Steve Syrmopoulos

NAU
Jan

Ken Osborn


Laura Scaramella
University of Arizona

May

Ken Osborn

Carla Boyd

Eric Lane
Dimensional Fund Advisors

Apr

Matt Miller

Melissa Kemp

Daniel McDonald
University of Arizona
Take Charge America Institute

May

Ken Osborn

Carla Boyd

Victoria Meyer
University of Arizona
North Valley Campus

May

Ken Osborn

Carla Boyd


Matthew Miller
Buckingham

Feb

Dan VanDusen

Collen Hallinan

Howard Hill
Caliber

April

Ken Osborn

William Cerynik

Steve Pointer
Cantor Fitzgerald

Jul

William Cerynik

Thomas Rindahl

Eric Pickens
Vanguard

Mar

Matt Miller

Melissa Kemp

 Office Hours:
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Fri: closed


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PO Box 4130 Scottsdale AZ 85261


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