AZ Big Spotlight: Desert Financial, Wilde Wealth Management Group, IFMA
Desert Financial hires new chief lending officer
Desert Financial Credit Union recently added 25-year industry expert Andrea Mosher as Chief Lending Officer.
In her new role, Mosher will spearhead consumer, commercial and small business lending programs at Desert Financial.
“Andrea’s decades of expertise in lending will bolster our commitment to helping our members meet their financial goals and to better their lives,” said Cathy Graham, executive vice president at Desert Financial.
Mosher joined the credit union industry in 1997 and held executive-level positions in both branch operations and lending. Most recently, Mosher served as senior vice president of lending at Lake Trust Credit Union in Michigan.
Prior to her role at Lake Trust, Mosher served as vice president of lending at the University of Michigan Credit Union for eight years. That experience provided her with a wealth of knowledge regarding university partnerships and was instrumental in her hiring at Desert Financial, according to Graham.
Arizona State University® (ASU) recently named Desert Financial as its official retail banking partner. The leadership team at Desert Financial will leverage Mosher’s experience to maximize the credit union’s partnership with ASU® in the years ahead.
Barron’s honors Wilde Wealth Management Group
Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, announced that Barron’s has named the firm to its annual list of the Top 100 Private Wealth Management Teams in the nation. This is Wilde’s first year on the list, earning No. 82 in the national ranking, and they are one of only two firms to earn placement among the top 100 in Arizona. The honor comes on the heels of Wilde founder and CEO Trevor Wilde, MBA, AIF® being named to Barron’s annual list of top 1,200 advisors nationwide and No. 1 overall in Arizona. This is Wilde’s 15th consecutive year being honored and his 5th year in a row among the top five advisors in Arizona. It also marks Wilde’s second time being named to the No. 1 position.
Barron's published its first ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Barron’s publishes four individual advisor rankings each year (Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, Top 1,200 Advisors) along with three team- or firm-based rankings (Top RIA Firms, Top Institutional Consultants, Top Wealth Management Firms).
Wilde Wealth Management Group, the brainchild of Wilde and his father William, was founded in 2003.
“We had a vision to offer boutique investment and planning advice in a fiduciary capacity, and to offer clients expanded in-house service offerings from fellow independent experts and specialists in the fields of legal, taxes, risk management, family services, real estate and even insurance,” says Wilde. “Prior, I worked in finance at a larger firm, and my father had been in the industry for decades. The time was right to build something together.”
Phoenix Chapter of IFMA names new officers
The Greater Phoenix Chapter of IFMA, the world's largest and most widely recognized international association for facility management professionals, has had a particularly busy month of May that includes the election of new officers and members celebrating World Facilities Management Day.
Monisa (MJ) Nagarajan Gomathi, CFM, FMP, SFP, FMG, Facilities Project Manager with Terracon, was elected to her first term as President.
Other officers: Stephanie Jones, Allied Universal, first term, Vice President of Communication and Community; Kathy Keating-Losinske, Lungaretti Flooring Solutions, second term, Vice President of Special Events; Nick Kramer, Climatec, first term, Vice President of Professional Development; and David Ramirez, APS, first term, Vice President of Membership Engagement. Jacob Kashiwagi, KSM, Inc., was elected to his third term as Secretary/Treasurer. Vice presidents can serve two consecutive two-year terms.
“I am deeply grateful and humbled by the trust bestowed upon me as the new President of IFMA Phoenix Chapter. I extend my heartfelt appreciation to each and every member for their unwavering support and belief in my abilities. I stand here today, committed to carrying forward the legacy and hard work of past presidents like Marshall MacFarlane, and I am excited to lead our chapter into a future filled with growth, collaboration, and success,” Gomathi said.
IFMA chapter members also celebrated World Facilities Management Day on May 10. Activities included Ted Ritter, IFMA Fellow and Principal, Lead Management Institute, participating in a podcast with two other global leaders on how facilities management makes a difference.
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