Premier Wealth Management joins Wilde Wealth Management
Premier Wealth Management Group LLC, a leading provider of advanced financial planning platforms and core investment strategies to medical professionals across the United States, has announced it is joining together with Wilde Wealth Management Group, an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. Both teams will retain their branding, and Premier will remain at its current location in Albuquerque, but will be able to access the depth of experience as well as the array of in-house service offerings in the fields of legal, taxes, risk management, family services, real estate and insurance, which Wilde Wealth offers.
“The concept of offering our clients a highly customized one-stop shop for all of their needs was appealing, in addition to becoming aligned with Wilde and their team and the ability to utilize their substantial offerings,” says Seth Ingersoll, founder and president of Premier Wealth Management Group. “Like us, they are wholly focused on each and every client and their goals, and that means something to us.”
Ingersoll founded Premier Wealth Management Group in 2008 to offer comprehensive fee-based planning services and holds multiple registrations and professional designations to provide clients with a variety of financial planning, investment management and insurance services.
Joining Ingersoll in the affiliation with Wilde Wealth is Stephen Lewis, who joined Premier Wealth Management Group in 2012 with the intent of assisting individuals and families achieve a state of financial wellness. Lewis holds an MBA from the University of Kansas, as well as Bachelors and Master’s degrees in music from Dallas Christian College and Texas Tech University, respectively.
According to Trevor Wilde, who founded Wilde Wealth with his father, Bill, in 2003, their mission through the affiliation is two-fold: utilize Premiere’s unique experience in the medical community to expand its services within this niche, and to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance.
“Together, our teams will be able to take all the pieces of a client’s financial puzzle and organize them, as well as use them to build a solid foundation that will serve not just the client, but his/her family for generations to come,” says Wilde, who earlier this year was named by Barron’s to its annual list of top 1,200 advisors nationwide and No. 1 overall in Arizona. This is Wilde’s 12th consecutive year being honored and first No. 1 ranking.
Arizona Bankers Association names new treasurer
The Arizona Bankers Association (AzBA) announced Rob Schwister has been appointed to the treasurer position on the executive committee for the AzBA Board of Directors.
Rob Schwister is president of the Phoenix Metro Market at Alerus Financial. Overseeing teams in Mesa and Scottsdale, he leads strategic planning and market-related business development, including commercial and private banking, mortgage, retirement and benefits plan administration and wealth management. Rob joined Alerus in 2010 and has over 20 years of experience in financial services, specializing in commercial banking.
He currently serves on the board of Thunderbird Field II Veterans Memorial, and is a member of the AzBA Board of Directors. A native of Milwaukee, Wis., Rob resides with his wife, Suzanna, and two children in Scottsdale.
Karen Bisko named VP of philanthropy at Catholic Charities
Karen Bisko, a Certified Fund Raising Executive (CFRE) with nearly 20 years of experience in development, has been named Vice President of Philanthropy at Catholic Charities Community Services.
Bisko most recently was Chief Development Officer at Boys & Girls Clubs of Greater Scottsdale after serving as Senior Director of Development at Dignity Health St. Joseph’s Foundationand Barrow Neurological Foundation.
“Karen brings a deep understanding of fundraising based on nearly two decades of experience with some of the nation’s most outstanding nonprofit organizations,” said Catholic Charities President and CEO Paul Mulligan. “We look forward to her leadership as we continue to grow our fundraising efforts.”
Prior to joining Dignity Health St. Joseph’s Hospital and Medical Center in 2015,
she served in various nonprofit leadership positions with Banner Health Foundation, Arizona State University, Benevilla and the American Diabetes Association to name just a few.
She is active in the Arizona Association of Fundraising Professionals (AFP) and the Phoenix Planned Giving Round Table. She lives in Surprise.
Bisko holds a Bachelor of Science degree in Journalism from West Virginia University and Major Gifts and Capital Campaigns Certifications from the University of Wisconsin’s Association of Healthcare Philanthropy’s Madison Institute.
Canyon State Electric promotes 2 senior team members
Canyon State Electric (CSE), the leading electrical contractor in the Valley, recently announced the promotion of Robert Hughes to VP of operations and Andrew Pavey to senior project manager.
Hughes joined CSE in 2014 as a project manager and worked his way up to director of construction and now as vice president of operations. In his new role, Hughes will continue to oversee construction operations as well as strategic planning and new lines of business. Hughes has been an integral part of CSE’s VDC/BIM department, prefabrication and UCSE, CSE’s new university that provides education and training to all its employees.
Pavey started as a project manager in 2018 and has a history of successful commercial and industrial electrical projects. In his new role as senior project manager, Pavey is responsible for participation in design-build projects, developing budgets and cost estimates, value engineering activities, and all aspects of project management from initiation to project close out.
“We are so proud of both Robert and Andrew and all their hard work at CSE,” Stephanie Maderazzo Hughes, CEO of CSE. “Each of them has proven that they are a great asset to our team and can handle more in their professions. CSE’s leadership team is excited to see how Robert and Andrew will further serve our clients and grow their team members in these leadership roles.”
CSE focuses on commercial electrical contracting services and has served on notable projects including the White Claw Brewing Factory in the West Valley and more. The electrical contractor provides opportunities for employees to grow within their roles as well as offer competitive pay and amazing benefits.
