With industry experience spanning almost 20 years and advising clients through two major U.S. recessions, Peter serves as a resource and partner to his clients. Having previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area, his unique industry knowledge provides the additional insight clients value in navigating them towards their financial goals.

Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves wealth transfer strategies and retirement planning. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long term outcomes of your collective decision making. His practice offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets along with providing lending solutions. With respect to the many recognized designations he holds, Peter is also a Retirement Plan Consultant with UBS. This distinctive title allows Peter to assume a fiduciary role in the implementation and management of qualified plans.

Peter resides in Gilbert, Arizona with his wife Laura and two daughters, Ella and Grace. During his free time, Peter enjoys traveling with his family, running, watching sports, and attending once-in-a-lifetime culinary experiences.

• Five Star Wealth Manager, Phoenix Magazine (2013-2016)
• NABCAP Premier Advisor, Phoenix Business Journal (2011-2012)
• University of Pennsylvania Wharton School of Business – Executive's Certificate
• Practice Featured in Forbes Magazine (October, 2013)

Registered States:
AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OK, OR, PA, PR, SC, TX, UT, VA, WA, WI, WY

Prior to his career in financial services, Michael worked in education and athletic coaching while attending the University of California in Los Angeles. He has a diverse background in the financial services industry lasting sixteen years thus far. His career began as a financial advisor in California and soon after had accumulated five years of experience in management, covering risk management, business development, sales management, and new advisor training. In 2010, Michael ultimately decided to return to his roots as a financial advisor to pursue his passion of helping and educating clients. He takes great joy in guiding them through the phases of their financial lives extending their legacies for generations to come.

He proudly serves as the Chief Marketing Officer for the team, leading event coordination and strategic partnership management as well as serving as an investment analyst and consult in area of risk management for the clients, as well as the practice. Michael resides in Gilbert, Arizona with his wife Kris and their children Skylar, Gunnar, and Rogan.

• Top Wealth Manager, Phoenix Magazine (2012-2013)

Registered States:
AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OK, OR, PA, PR, SC, TX, UT, VA, WA, WI, WY

Ryan started his career in financial services prior to graduating from Arizona State University where he majored in finance. He began as a Wealth Advisor Associate for a major Wall Street firm, where he helped senior financial advisors constructing financial plans and investment strategies for clients. Ryan has prior industry experience on the trading floor where he interned for a large west coast firm building his knowledge of investments and international markets. He is a second generation Arizonian, and currently resides in Scottsdale, AZ.

In his career, he continues to focus on making a difference by helping others. Clients look to him to help create a detailed strategy based on their wants and needs to preserve and accumulate wealth through their lifetime by planning for the present, future and their legacy. His detailed business practice is modeled after a doctor's office, but instead of annual checkups, he gets together with his clients on at least a quarterly basis to review their portfolios, plan and financial health.

Registered States:
AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OK, OR, PA, PR, SC, TX, UT, VA, WA, WI, WY

Merica comes to us with 19 years of wealth management experience. She obtained her Series 7 securities license in 2001, her Series 66 in 2004 and her Series 9/10 in 2006. She creates an exceptional customer service experience for clients by leveraging the full extent of the firm’s resources on their behalf. Like the other team members, Merica takes pride in developing close relationships with each client so she can help address their greatest concerns and share in their successes. Outside of work, Merica enjoys spending time with her daughter. 

Registered States:
AZ, CA, CO, FL, GA, HI, ID, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY

Bridget Farrell is a Texas native who currently lives in Arizona. She played volleyball at the University of Alabama and professionally in Spain and Chile. She graduated cum laude with her BA in marketing.

Bridget has previously held business development and marketing leadership roles, most recently with BirdieBox, and has a passion for connecting with people to personalize and better every client experience. She is motivated by the team's success, and she is ecstatic about the opportunity to work with this team and their clients.

Bridget has a passion for traveling, fitness, and she most cherishes her time with her two sons, Kason and Kolby.

Registered States:
AZ, CA

As the Business Development Specialist, Ryan focuses on assisting our team in the creation and management of our marketing campaigns, business development and team growth. After spending 18 years in the Rocky Mountains he began his career in finance while attending Arizona State University, interning for a major wall street firm. Today Ryan spends a significant amount of time personalizing, developing, and updating the abundant marketing materials offered by UBS to promote our team. As a team we pride ourselves on developing and maintaining relationships with our clients based on trust, integrity and respect. In his role as Business Development Specialist, he organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.

Ryan holds his FINRA Series 7 and 66 licenses.

Registered States:
AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY