Wells Fargo Private Bank marked the opening of a new and expanded office space in Chandler, Ariz., with a ribbon cutting ceremony earlier in the month that was attended by…
M. Todd Smith Chair of Quarles & Brady’s local Estate, Trust & Wealth Preservation Practice Group Quarles & Brady LLP Background: Smith focuses his practice on estate planning, probate and…
The digital era has ushered in a new world where anything online is vulnerable at any given time, which is why bank security professionals are constantly in the trenches defending…
The JPMorgan Chase Institute released new data showing small business owners who purchase their health insurance on the individual marketplace are facing growing premium costs that are outpacing revenues operating…
Desert Schools Federal Credit Union has announced the formation of a new information technology credit union service organization. Called SwitchThink Solutions, the new company was formed in partnership with Corelation…
Trevor Wilde Managing director Wilde Wealth Management Group Background: A nearly 20-year-veteran of the industry, Wilde launched Wilde Wealth Management with his father, Bill, in 2003. A privately owned, independent…
Calvin Goetz Co-founder and president Strategy Financial Group Background: Financial adviser, retirement wealth strategist, co-founder of Strategy Financial Group and author of “Climbing the Retirement Mountain,” Calvin Goetz is an…
FirstBank, the nation’s third largest privately held bank with numerous banking locations in Arizona, just wrapped up its first-ever “Good Week,” where two FirstBank branch locations in Gilbert and Scottsdale…
Liz Shabaker Principal and chief operating officer Versant Capital Management, Inc. Background: Shabaker is a member of the national Schwab Advisor Services Advisory Board, a board member of the Central…
Lennard van der Feltz Founding partner Pinnacle Financial Advisors Background: As founding partner of Pinnacle Financial Advisors, Lennard van der Feltz, CFP, MSM, MBA delivers creative financial solutions to clients…
Arthur Doglione President and senior managing director Alpha Fiduciary Background: Doglione is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background…
Theresa Chacopulos Private wealth advisor, senior vice president Morgan Stanley Private Wealth Management Background: Chacopulos serves ultra-high net worth clients, working to create a customized approach to portfolio management. …
