Scottsdale - N Scottsdale Rd
Proudly Serving
Scottsdale - N Scottsdale Rd
14851 N Scottsdale Rd
Suite 105
Scottsdale, AZ 85260
Your Scottsdale Team
Michael Gentsch
CFP®, AWMA®, CRPC®
Senior Vice President, Client Development
Michael Carlin
AIF, WMS™
Managing Director, Insurance and Retirement Solutions
Shaunna Zoeckler
CDFA®
Senior Wealth Advisor
Drake Qualls
CFP®
Senior Wealth Advisor
Jason Kennedy
CPFA, AIF
Retirement Plan Advisor
Nathan Pawlak
Associate Wealth Advisor
Cassie DiAntonio
Client Service Manager
Rebecca Verr
Client Development Manager
William Barclay
Portfolio Associate
Enjoy some of our latest resources
June 24, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, discusses initial market implications for U.S. involvement in Iran, and explores correction and recession indicators.
Listen to the podcast
June 23, 2025
Springboard to New Adventures: Travel Trends in 2025
In this Lifestyle Services webinar, Focus Partners Wealth and Springboard Travel share perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.
Watch the video
June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
Read the article