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Meet the Team

Meet the Team

At our firm, we have the client—and only the client—in mind.

Jason  Rucker

Jason Rucker, CFP®*

Senior Wealth Advisor & Founding Partner

J. Brandon  Clarke

J. Brandon Clarke, MSFP®, ChFC®

Senior Wealth Advisor, Director of Planning Services & Partner

Evon  Manwaring

Evon Manwaring

Director of Operations

Kaden Creager

Kaden Creager

Financial Professional

Mary  Strong

Mary Strong

Associate Financial Advisor

(480) 798-6227

Nelson  Lewis*

Nelson Lewis*

Financial Professional

Toni McClanahan

Toni McClanahan

Client Relations Specialist

Nicole McIntyre

Nicole McIntyre

Client Relations Specialist

Bryenna Taylor

Bryenna Taylor

Client Relations Specialist

Jeff Carter

Jeff Carter

Associate Financial Advisor

Leah Johnson

Leah Johnson, CFP®

Associate Financial Advisor

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.