Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Jessica Nicole Wert

Account Vice President

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • ME
  • MN
  • MO
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • SC
  • TN
  • TX
  • VA
  • WA
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Todd Wert

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MN
  • MO
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • SC
  • TN
  • TX
  • VA
  • WA

Credentials

  • Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me