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 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
Read the articleJune 09, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it could mean for markets.
Listen to the podcastJune 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
Read the article