Steadiness It comes from experience
Our depth of experience provides you with a clear perspective on the markets and how they may impact your life. Our team’s process for creating relevant solutions is built on a patient understanding of your financial goals, the knowledge and expertise to offer practical solutions and the wisdom to help you make the right decisions.
Owen D. Sweeney, Jr., CIMA®, CPWA®
Senior Vice President - Wealth Management
Financial Advisor
Institutional Consultant, UBS Institutional Consulting
Certified Investment Management Analyst (CIMA®)
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480-443-5442
Andrew Ruboyianes, CFP®
Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
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520-748-3659
Jason Hamlin, CIMA®, CRPC
First Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Institutional Consultant, UBS Institutional Consulting
Certified Investment Management Analyst (CIMA®)
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206-447-2465
Robert J. Lehnhardt, CFP®
First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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520-748-3632
Stephanie L. Keeton Honan, CFP®
First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
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206-287-8805
800-426-7531