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. …
Where would you put your money if you weren’t allowed access to a bank? In a safe? Under the mattress? Maybe a friend can hold onto it for you? Now,…
Washington Federal, which has 31 branches across Arizona and is celebrating its 100th anniversary throughout 2017, has been named the “Best Bank in Arizona” by MONEY and Money.com. Using data…
FirstBank, the nation’s third largest privately held bank with numerous banking locations in Arizona, recently announced its third quarter 2017 financial results. Across FirstBank’s 15 Phoenix-area branches, total deposits grew…
Hughes Federal Credit Union has been presented with a national excellence award for outstanding approaches to technology. The Credit Union National Association (CUNA) Technology Council awarded Hughes for its entry…
