Who We Are
“The stock market is the best way I know to grow wealth.”
Scott Schlofman, CFP®
Financial Advisor
480-374-6025
Every client interaction is a unique experience. With a business finance degree and an MBA, Scott holds a skillset to benefit your business and individual financial future. He will actively listen to your needs and concerns as you work...
Tricia Nyborg
Senior Client Specialist
480-374-6025
Tricia Nyborg is dedicated to creating a seamless and well-coordinated client experience. With decades of industry experience, she focuses on client onboarding and establishing an ongoing communication service plan. Tricia and her...
Vradhan Manuszak
Client Assistant
480-374-6025