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
July 08, 2025
Two-Minute Market Focus
Are international stocks performing better than U.S. stocks because of their fundamentals, or are other factors at play? In this episode, Focus Partners' Todd Jones explores this question, shares the latest update on market performance, and comments on the decline of the U.S. dollar.
Listen to the podcastJuly 01, 2025
How to Think About Investment Risk
Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.
Watch the videoJune 30, 2025
5 Steps to Creating a Less Taxing Retirement
Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. In this webinar, Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
Watch the video