FINANCIAL PLANNING & WEALTH MANAGEMENT EXPERTS

Jonathan Borrette
Spirit West Certified Planning, LLC

Jonathan Borrette, is a U.S. Navy Veteran and Arizona Licensed Health and Life Agent with Spirit West Certified Planning, LLC. Specializing in Medicare Advantage, Medicare supplements, and long-term-care insurance, Jonathan is happy to meet with clients at his Gurley Street office and also makes old-fashioned house calls upon request. Jonathan’s approach to health coverage and insurance is one that takes the burden off of his clients so they can enjoy Prescott’s beautiful surroundings worry free.


André Carman
Attorney, Carman Law Firm

André is a 2001 graduate of the Sandra Day O’Connor College of Law at Arizona State University. Thereafter, André studied tax law at the University of Washington School of Law, and was awarded a Master of Laws in Taxation (LL.M.-Tax) degree in 2003. André devotes a substantial portion of his practice to estate planning, probate, trust and tax matters. André manages Carman Law Firm with his wife and fellow attorney, Krista Carman.


Barbara Clark Stevenson
FLMI/Master Tax Advisor, American Financial Investments LLC

Ronald, Investment Advisor Representative, & Barbara, FLMI/Master tax advisor, own American Financial Investments LLC, a registered investment advisory firm, and American Financial Security LLC, an insurance and tax preparation firm. They specialize in an integrated approach to retirement, financial and tax planning. See our website: AmericanFinancialSecurity.net


John Dunkel, CFP®, MBA
Vice President – Financial Consultant, Charles Schwab & Co.

John is an employee of Charles Schwab for over seven years and has run the Prescott office and has lived in Prescott with his wife Emily and four children for over three years. He grew up in the Midwest, receiving his undergraduate degree from MSU, his master’s degree in finance from Indiana University and received a certificate in executive management from the University of Notre Dame and is a Certified Financial Planner. He has over 20 years experience in the financial industry. Experienced in all aspects of financial planning and portfolio management.


Mark Field
Barrett Financial Group

Mark Field, (NMLS 965030), U.S. Navy Submarine veteran and a 20 year mortgage professional, was inducted in the 2017 Arizona Veterans Hall of Fame. Mark also received the 2017 Mortgage Loan Originator of the Year award and received a proclamation from the Arizona Legislature for his extensive community service. Mark can be reached at Barrett Financial Group at (800) 405-2310.


Sharon Flack
Partner,  Musgrove Drutz Kack & Flack, PC

Sharon M. Flack is licensed in Arizona State and Federal Courts, the Navajo Nation, and White Mountain Apache Tribal Court.  She has been a partner at the firm since 2008. Her areas of expertise are personal injury cases, property law, estate and succession planning, probate/contested estates, creditors’ claims and business disputes. She is passionate about volunteering and recently served on the State Bar of Arizona’s Military Legal Assistance Committee, Yavapai Big Brothers Big Sisters board of directors, and Yavapai County Bar Association as past-president). Currently, Sharon volunteers for Desert Harbor Doberman Rescue and is running to represent Yavapai County on the State Bar’s Board of Governors.


James N. Hait
Fiduciary, Financial Advisor, Founder Victory Wealth Services, LLC.

James specializes in helping you experience a one-of-a-kind process that fully integrates and aligns your most important goals (financial and non-financial), with your most deeply held values (the people and things that are most important to you) and then determines how your finances can be arranged to optimize your fulfilment and enjoyment of life.


Will Hepburn
Hepburn Capital

Will Hepburn is a private investment manager in Prescott. He has managed two mutual funds, is past president of the National Association of Active Investment Managers, and he is a college instructor, having taught classes on investing and estate planning for 28 years at Yavapai College. Will is also the author of the 2018 book “”Why Bad Things Happen to Good Investments.””


Gayle M. McCarthy
Branch Manager, American Pacific Mortgage

Gayle has 34 years experience in the mortgage industry. This knowledge ensures her clients are receiving the mortgage options to fit their individual needs. Gayle takes pride in that – with every client! Gayle and her team of mortgage professionals offer quality loan products, superior timeframes and competitive pricing. Most important, Gayle is committed to providing a level of customer service that speaks to excellence.


Travis Schultz
Broker/Owner, Smart Mortgage

Travis, with Smart Mortgage in Prescott since 2004, has taken pride in giving each client special one-on-one treatment, walking them through the mortgage process.  Smart Mortgage is a local mortgage broker, offering the widest spectrum of mortgage options including Reverse Mortgages, Conventional, Jumbo, FHA, VA, USDA and much more.


Gidget Schutte
Owner & CPA, Shutte & Hilgendorf

Gidget has over 25 years of experience as a CPA and is now in her 10th year of ownership of Schutte & Hilgendorf. She started at Deloitte & Touche, Int’l where she was an auditor for four years, obtaining her CPA in 1992. She also has experience in corporate accounting and financial management. Gidget holds a bachelor’s degree from UC Santa Barbara with honors. Gidget belongs to the AICPA and the ASCPA and served as treasurer with Prescott Area Habitat for Humanity in 2002.


Ronald Stevenson
Investment Advisor Representative and Owner

Ronald, Investment Advisor Representative, and Barbara, FLMI/Master Tax Advisor, own American Financial Investments LLC, a registered investment advisory firm, and American Financial Security LLC, an insurance and tax preparation firm. They specialize in an integrated approach to retirement, financial and tax planning.


Stratos Wealth Partners Team
Stratos Wealth Partners

The team at Stratos Wealth Partners offer decades of experience. Focusing on building long-term relationships with our clients, finding solutions for their needs. Setting us apart is a dedication to our clients’ well-being, with a culture that traces back to the 1990’s Prescott A.G. Edwards when our team came together.


Anne B. Wenzel
CPA, Tiensvold Shaffer Wenzel CPAS PLLC

Born and raised in a small town in Northern Maine, Anne moved to San Diego where she managed the financial reporting and accounting function for a variety of companies. As a CPA for almost 20 years, she has partnered with her clients to assist them with their accounting and tax needs. Since moving to Prescott four years ago, Anne has served on several nonprofit boards and has been a member of several community and business groups.


Parshalla Wood
Financial Consultant, Wedbush Securities

Parshalla is a Financial Advisor based in Prescott,with over 48 years working in the financial services industry. As a proud 2017 Prescott LIVING Magazine Woman in Business, Par is dedicated to building a deep understanding of her clients’ needs and goals, and applying her industry expertise to help provide the best investment management and financial planning services possible.