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/; email@example.com; (480) 385-7399
John McBride, Founder and Jordan Banning, Financial Advisor at Stewardship Wealth Advisors
About John and Jordan: 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.’ Jordan Banning, the other half of the advisory team, has been in the financial industry for over 12 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 Jordan 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. Jordan has a love for music, singing and playing piano or guitar at various spots across the valley, and spending as much time as possible with his wife, traveling to new places or just enjoying time at home with their new baby.
John and Jordan’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.
Location: Stewardship operates in the same building as Harowitz & Morrison, PLLC’s
North Central Phoenix 1440 E Missouri Ave. C115 Phoenix, AZ 85014
Website and Contact Information: stewardshipwealthadvisors.com; firstname.lastname@example.org; (623)-251- 7282
Tyler Chatham CFP® Financial Advisor at Northwestern Mutual
About Tyler: Family, Faith & Freedom are Tyler’s “WHY”. As a CFP® professional since 2016, he believes he has an obligation to do what is right, and his commitment to that is unwavering. Since joining Northwestern Mutual in 2010, Tyler’s practice has expanded to a team of three, dedicated to servicing existing and new clients through all stages of life. He is a devoted husband, father of two, business owner, avid golfer and Arizona native (go Cardinals!).
Tyler’s Priorities in Serving Clients: Team Chatham’s Mission is to be a trusted advocate for their clients and the things that matter most to them by helping them realize their potential, align intention with action, and ultimately achieve their definition of a meaningful life. Tyler’s team accomplishes this through holistic financial planning, utilizing resources that include life insurance and investments.
Target Client: Tyler’s ideal client typically falls within one of these three groups: 1) Younger families with moderate-high earning potential ($250K+), 2) Business Owners, Key Executives and Medical Professionals, 3) Individuals or couples within 5 years of retirement and with $500K+ of investable assets.
Location: 2201 E Camelback Rd Suite 400 Phoenix, AZ 85016
Website & Contact Information: http://tylerchatham.nm.com/ ; email@example.com; (602) 808-3468
Barry A. McBride CLU®, AEP® Sun Cornerstone Group,Inc.
About Barry: Since 1977, Barry has specialized in life insurance solutions, relating to estate planning, business and family applications. With a full range of programs through more than 30 of the nation’s leading insurers, Barry designs competitive life portfolios reflecting specific goals and objectives of his clients. Professionally, Barry is a qualifying and life member of the Million Dollar Round Table. Personally, he enjoys community volunteer programs, as recognized by the Hon Kachina Award in 2017, and has also been recognized as a Philanthropist of the Year by The Association of Fund Raising Professionals. In his spare time, he enjoys golf, skiing, motorcycle riding, and boating.
Barry’s Priorities in Serving Clients: Our priorities are client focused, with the goal of providing well designed programs that perform well now and through the years. Serving clients is the joy of our work. We invest lots of time just listening, then we go to work to design a plan that meets the clients time line and risk objectives. Responsive and complete client service follows our planning.
Target Client: People in need of creating estate liquidity to meet family needs and or estate requirements. Additionally, businesses in need of protection on key executives, special executive benefits and protection to fund buy/sell agreements.
Location: Sun Cornerstone Group Corporate Office 16622 E Ave. of the Fountains Suite 202 Fountain Hills, AZ 85268
Website and Contact Information: http://www.suncornerstone.com// ;firstname.lastname@example.org; (602) 808-9008 Extension 21
Dave Perolis – Partner at The Argus Group / Registered Representative
About Dave: As an original founder of The Argus Group, Dave takes pride in his Customer Service efforts. Dave has a strong background in insurance as well as investments. He is extremely knowledgeable and efficient when it comes to Employee Benefits and the demands of operating a business, as well as understanding the challenges employees face in today’s economic climate. You can take comfort in knowing Dave will do what’s best for you and your interests above all else. Dave is proud to be an Endorsed Local Provider for Investments by Dave Ramsey.
Apart from the office, Dave has 3 children and 4 grandchildren that he and his wife enjoy spending as much time with as they can. He rides a nice Harley-Davidson motorcycle every opportunity that comes his way as well.
Location: 20325 N 51st Ave. Suite 174 Glendale, AZ 85308
Website and Contact Information: http://www.theargusgroup.com/; email@example.com; (602) 863-0080
Josh Miceli, CFP®, AIF® Managing Partner, and Nick Homer, AIF®, Senior Vice President at DFG Advisors
About Josh and Nick: As Managing Partner of DFG Private Client, Josh helps expand the firm’s footprint in the community. His passion and commitment for the financial services industry began early, watching his father build a foundation of security for his family and clients. As Sr. Vice President with DFG Private Client, Nick specializes in helping clients build their financial freedom. After watching a family business fail due to avoidable circumstances, he understood the importance of preparing for the future through comprehensive financial planning.
Josh and Nick’s Priorities in Serving Clients: Both are highly motivated to help clients identify and achieve the goals they value most and are dedicated to strengthening the financial independence of their clientele.
Target Client: Individuals, families, and small business owners.
Location: 17550 N Perimeter Dr. Scottsdale, AZ 85255
Website and Contact Information: https://dfgadvisors.com/; firstname.lastname@example.org; (480) 538-2912
Logan Domenico, CFP®, CLU®, ChFC®, RICP® at Northwestern Mutual
About Logan: Logan started his financial services practice while in college in 2014 with Northwestern Mutual. He is a CERTIFIED FINANCIAL PLANNER ™, and has 3 other financial services designations with the American College of Financial Services. His team of three includes himself, a CFP, and an administrative assistant.
Logan is married and has 3 kids (all under the age of 3). He enjoys hanging out with his family, baseball, golf, cooking, serving at his church (Redemption Arcadia), playing board games, and grilling meat.
Logan’s Priorities in Serving Clients: 1) Getting people off of the treadmill of life to think about where they are going personally, professionally, and financially. 2) Then helping align the client’s goals, dreams, and aspirations with what they are doing with their money/planning. 3) Helping that client implement tax-efficient strategies, savings habits, and tactics to achieve their goals/ambitions. 4) Additionally, holding the client accountable on a semi-annual or annual basis to their long-term wealth building. 5) Finally, helping instill confidence and peace of mind about the future no matter the circumstances.
Target Client: Logan’s ideal client is someone who owns a closely-held small business, someone who is nearing retirement, or the H.E.N.R.Y (High-Earner, Not Rich Yet). The main requirements of any client that Logan and his team serve is three-fold. He/she must be humble, hard-working, and live beneath one’s means.
Locations: Conducting primarily via Zoom but available to work at any of the 3 Phoenix Northwestern Mutual offices (South Scottsdale, Phoenix, and Gilbert).
Website and Contact Information: http://logandomenico.nm.com/; email@example.com; (602) 808-3466
Scott Monk, Founder and CEO at Charis Legacy Partners, LLC
About Scott: In service to his own calling to a lifetime of charitable giving, Scott has spent much of his professional career exploring and researching charitable planning, and he started Charis Legacy Partners to share that expertise with other like-minded individuals. He began his professional career in financial services as an equity analyst for a boutique hedge fund, and after business school he spent eight years with Vanguard, which is where his career as a wealth planner began. He has been married to his lovely wife, Erin, since 2009, and they have three children who keep them busy outside of work.
Scott’s Priorities in Serving Clients: 1) Helping you craft the story you want your legacy to tell, 2) Developing a customized financial roadmap for getting you there, 3) Then walking with you every step of the way to execute on that plan. He partners with the other business professionals you may already be working with (attorneys, CPA, etc) to provide a comprehensive and high-touch service experience.
Target Client: The motto at Charis Legacy Partners is “Everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning.” To that end, Scott enjoys working with anyone who is motivated to take ownership over the legacy they will inevitably leave.
Location(s): Charis Legacy Partners, LLC works mostly virtually with clients and has clients all over the country, but the firm is registered in Arizona and Texas.
Website and Contact Information: www.charislegacy.com; firstname.lastname@example.org; (623) 303-9705