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Patricia Martin

I was born in beautiful Jalisco Mexico, when I was 6, we moved small farming town of Blackfoot, Idaho where I grew up. Learning English as a first grader was challenging and comical at best. My dad worked as a ranch foreman and it wasn’t always easy to provide for a...

Brian Johnson

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

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

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

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...