Trusted Professional Advisors – North Valley

Marc Giannone, Wealth Management at Eaton Cambridge

Who we are: We’ve created a video to learn more about us here
Location: 5090 N 40th St. Suite 205 Phoenix, AZ 85018
Website and Contact Information: https://www.eatoncambridge.com/; marc@eatoncambridge.com; (480) 385-7399

Ryan Janus, CFP®, EA at Janus Financial

About Ryan: Ryan is a specialist in tax focused financial planning for individuals age 50+.  As a CFP® professional and IRS Enrolled Agent, he is a federally licensed tax practitioner who is authorized to give tax advice, prepare tax returns, and represent taxpayers before the IRS.  Ryan has been quoted discussing tax reduction and financial planning strategies by multiple publications such as Fortune and MarketWatch.

Ryan is passionate about educating his clients, and dedicates time to teaching retirement education classes at the local community college and releases weekly YouTube videos teaching viewers about taxes, investing, and all things personal finance.

Location: 4250 N Drinkwater Blvd, Suite 300, Scottsdale, AZ 85251
Website and Contact Information: www.janusfinancialservices.com/; hello@janusfinancialservices.com; (480) 826-4878

Ken Knapp, LPL Principal, and Chandler Cole, LPL Advisor at Knapp Capital Management

About Ken and Chandler: Ken and Chandler are independent financial advisors with LPL Financial. Ken has been helping families construct goal-based investment portfolios since 1985, and Chandler joined him in 2018 and is a CFP® certificant. Emily and Brayden round out the operations function at the office.
They manage the personal wealth of nice families—proactively identify financial planning opportunities, investment management, and coordinating with other trusted service providers (tax preparers, attorneys, etc. – such as the Harowitz & Morrison team).

Location: 1430 E Missouri Ave #B265, Phoenix, AZ 85014 – Knapp Capital Management is in the same building as Harowitz & Morrison, PLLC
Website and Contact Information: knappcap.com; chandler@knappcap.com; (602) 266-1005
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Jordan Banning CFP®, Financial Planner and Founder at Crafted Financial Planning

About Jordan: Jordan firmly believes that mutual trust and respect is foundational for a successful client-advisor relationship. By forging strong relationships with his clients, he is better equipped to truly understand their goals, values, and aspirations, and then subsequently align their financial, tax, and investment decisions to solve what matters most to them. Jordan graduated Magna Cum Laude from Arizona State University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. With over 14 years of experience in personal and business finance, strategic income tax planning, and investment management, he combines his comprehensive technical knowledge with a sincere commitment to serve. Jordan believes in supporting both his community and the financial planning profession by volunteering as a Rising Leader at St. Vincent de Paul and serving as a Board Member of the National Association of Financial Planning (NAPFA): Genesis

Outside of the office Jordan has a love for music, singing and playing piano or guitar at various spots across the valley, traveling to new places, and spending as much time as possible with his family.

Jordan’s Target Client: Jordan aims to serve High-Earning Millenials working in Tech & Medicine, Employees with Equity-Based Compensation, and Tax-Conscious Business Owners with strategic income tax planning, cash flow optimization, equity compensation planning, charitable giving strategies, and tax efficient investment management.

Location: Crafted Financial Planning serves clients locally in AZ and across the country. Virtually serving clients nationwide, but available in-person upon request.
Website and Contact Information: CraftedPlanning.com ; Jordan@craftedplanning.com ; (623) 244-0252

James, MBA, APMA® Senior Wealth Advisor at The Argosy Financial

About James: James P. Norris, MBA, APMA®, focuses on investment management, client portfolio construction, and retirement planning. He is engaged in daily research and evaluation of the economic landscape, as well as constant analysis of investment opportunities. Mr. Norris prides himself on his ability in determining the individual investments within client portfolios through ongoing security selection and dialogues with various investment managers.

Location: 20325 N 51st Ave. Suite 174 Glendale,  AZ 85308
Website and Contact Information: argosyfinancial.com/; james@argosyfinancial.com; (623) 236-9263

John McBride, Founder, and Hayley Bowen, Financial Advisor  & COO at Stewardship Wealth Advisors

About John and Hayley: John McBride, the founder of Stewardship Wealth Advisors, has worked in the financial services industry for over 30 years, and his personal vision statement is to: ‘be the best version of myself and help others do the same.’ Hayley Bowen CFP®, RICP®, the other half of the advisory team, has been in the financial industry for over 7 years, and believes strongly in taking a thoughtful, goal-based approach – often cutting through complex situations with a simple question– ‘what are we solving for?’. John and Hayley are both fiduciaries, meaning they are required to place the needs of their clients above their own. This is the highest level of care that can be provided to clients in the financial industry.

On their own time, John places personal health to be as important as financial health and spends 4-5 days each week at Orange Theory workout studio or playing tennis. Hayley has a passion for supporting underprivileged youth and raising mental health awareness through volunteer efforts. She also enjoys playing in various sports leagues.

John and Hayley’s Priorities in Serving Clients: (1) Retirement income & distribution planning: in- depth analysis of current and future income needs and identifying the most appropriate distribution strategies, (2) Investment planning: designing personalized portfolios appropriate for individual needs with ongoing monitoring and adjusting, (3) Tax reduction planning: Working with a client’s CPA to identify and implement strategies and minimize the tax burden of the family through ‘Family Tax-Bracket Management’ , (4) Wealth preservation & legacy planning: working with a client’s Estates Attorney to align the financial plan with the estate plan, and, most importantly, (5) Maintaining constant communication: we find with all of our clients, life changes often (whether subtle shifts or major events) and it is best to stay connected to make necessary adjustments and stay fully prepared, (6) Group Retirement: Analysis and or formation of qualified employer sponsored plans such as defined contribution or defined benefit for small to mid-size business owners.

Location: Stewardship operates in the same business complex as Harowitz & Morrison, PLLC
North Central Phoenix  1440 E Missouri Ave. C115 Phoenix, AZ 85014
Website and Contact Information: stewardshipwealthadvisors.com; hello@swa.financial; (623)-251- 7282