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Brian Johnson

by | Nov 17, 2022

After retiring as a Captain in the USMC, Brian has been a business consultant to doctors and surgeons for the past 25 years. After a chance meeting with Jason Stock, he knew right away that the Financial Advisory world was where he wanted to be. His specialty is...

Kelly Mattice

by | Nov 16, 2022

A native of California, Kelly has lived in the Phoenix Metro Area since 1979.  Since February 1985 Kelly has worked in Real Estate and Investment, is a licensed Broker, and Certified Residential Specialist, as well as Co-Founder of National Health & Wealth...

Laurie Sherman

by | Nov 16, 2022

Laurie’s passions in business are helping people and improving people’s lives! She loves to live life to the fullest, enjoy a robust belly laugh and believing that if what she is doing is not fun, then it’s not worth doing! She believes in doing what is right for her...

Blake Essary

by | Nov 9, 2022

Blake has helped his clients achieve their goals by specializing in tax planning, retirement income planning, insurance planning, and helping them create a personalized roadmap for their retirement. He recognizes that no two clients are ever alike, and that...

Jason Stock

by | Aug 2, 2022

After recognizing the major downfalls of being confined to a massive financial firm. Jason wanted access to the best financial tools and the companies that were the best at what they did. “No single company is the best at everything. I needed to be able to cherry pick...

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