Tucson, AZ
Meet Our Advisory Team
Our Tucson Advisory Team
Managing Directors
Andrew Reinhardt, CFP®
Partner, Managing Director
Andrew Saltzman, CFP®
Managing Director
Brian Coughlan, MBA, MSIM
Partner, Managing Director
Bruce Meyer, JD, LLM
Partner, Senior Managing Director
Chris Palermo, CFA®, CFP®
Partner, Managing Director
Landen Lunsway, CFP®
Partner, Managing Director
Wealth Advisors
Beckie Tornabene
Wealth Advisor
Brian Plowman, CFP®
Senior Associate Wealth Planner
Cassandra Thornock, CDFA®, CFP®
Wealth Advisor
Coby Cress, CFP®
Wealth Advisor
David Smith
Associate Wealth Advisor
Eric Newby, CFP®
Senior Wealth Advisor
Grant Lyon, CFP®
Regional Director, Wealth Advisor
Hunter Shaw
Associate Wealth Advisor
Jack Thomas, CFP®
Wealth Advisor
Jake Heisler, CFP®
Wealth Advisor
Karlie Achenbach
Associate Wealth Advisor
Kenneth Kann, MBA
Regional Director, Wealth Advisor
Matt Armistead, CFP®, CIMA®
Senior Wealth Advisor
Meryl Feys
Associate Wealth Advisor
Robyn Gerke, CFP®
Senior Wealth Advisor
Ryan Quigley, CFP®, CRPC®
Wealth Advisor
Client Service and Operations
Andrew Wood
Operations Manager
Ann Pickrell
Senior Relationship Manager
Azita Jalali
Senior Relationship Manager
Brennan Andrews
Office & Business Support Manager
Dan Stedman
Client Service Associate
Kelsey Hudson
Senior Relationship Manager
Wendy Rodriguez
Senior Relationship Manager
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Tucson team if we can be of service.
*Client Meeting Location – By Appointment Only
This location is intended solely for client convenience and meeting purposes. It is not a staffed office, and no employees are based here. In-person meetings are available by appointment only.