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Summit Place Financial Advisors
Kate Feeney
VP Wealth Advisor
Location
Compensation
Independent Financial Services
Jodi Perez
Partner IFS / Senior Financial Advisor, RJFS
CEPA
Location
Compensation
Tucson Old Pueblo Wealth Management
Angela Caballero
Financial Advisor
Certified College Funding Consultant (CCFC) Accredited Financial Counselor (AFC)
Location
Compensation
Meredith Dekker Financial Services, LLC
Adam Dekker
Lead Advisor
Enrolled Agent (EA)
Location
Compensation
Fiat Lux Financial Planning
Kate Wilusz
Founder, Certified Financial Planner®
CRPC
Location
Compensation
TrueNorth Wealth & Impact, LLC
Troy Stovern
Founding Partner
Location
Compensation
Cypress Capital
William Bevins
CFP® CTFA, Wealth Manager
CTFA
Location
Compensation
Eclectic Associates, Inc.
Aimee Calderon
Financial Advisor
Location
Compensation
Greenlight Financial Planning
Uchechi Kalu
Location
Compensation
Toberman Becker Wealth
Michael Becker
Partner
Location
Compensation