Our Mission Statement

Everyone deserves to work with a trusted advisory team to help them feel more confident about their financial future.


Our advisors

Matt MacLean

CFP®, ChFC®, CRPC, CKA®

Private Wealth Advisor

Chief Executive Officer of Affirm Wealth Advisors
Learn more about Matt MacLean Visit Matt MacLean's website

Stephen Patrick Harnden

CFP®, CPA

Private Wealth Advisor

Learn more about Stephen Patrick Harnden Visit Stephen Patrick Harnden's website

Michael Gombrich

CFP®, BFA, APMA, ChFC®

Private Wealth Advisor

Learn more about Michael Gombrich Visit Michael Gombrich's website

Garrett Pierce Smith

CFP®, BFA, APMA

Financial Advisor

Learn more about Garrett Pierce Smith Visit Garrett Pierce Smith's website

Scarlet Filmore

CFP®, APMA, CKA®

Financial Advisor

Learn more about Scarlet Filmore Visit Scarlet Filmore's website

Theodore Todd Risen

APMA

Financial Advisor

Learn more about Theodore Todd Risen Visit Theodore Todd Risen's website

John Snyder

CFP®, ChFC®, RICP®, APMA

Financial Advisor

Learn more about John Snyder Visit John Snyder's website

Tom Gerboth

CFP®, APMA, BFA

Financial Advisor

Learn more about Tom Gerboth Visit Tom Gerboth's website

Steven Berryman

APMA

Financial Advisor

Learn more about Steven Berryman Visit Steven Berryman's website

Adriana Perez

APMA

Associate Financial Advisor

Client Service Specialist
Learn more about Adriana Perez Visit Adriana Perez's website


Our team

Christie Marquez

Christie Marquez

Operations Director

Qualifications

    • Series 7 License
    • Series 66 License
    • Arizona Life & Health Insurance License
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Michael Lager

Michael Lager

Business Development Director,

Paraplanner

Qualifications

    • CERTIFIED FINANCIAL PLANNERTM
    • Series 7 License
    • Series 24 License
    • Series 63 License
    • Series 65 License
    • Arizona Life & Health Insurance License
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Brittany Collins

Brittany Collins

Operations Manager

Emily Wade

Emily Wade

Operations Manager

Qualifications

    • CERTIFIED FINANCIAL PLANNERTM
    • Series 7 License
    • Series 66 License
    • Arizona Life & Health Insurance License
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Nicole Di Modica

Nicole Di Modica

Marketing Manager,

Event Planner
Alan Alpers

Alan Alpers

Investment Manager

Qualifications

    • Chartered Financial Analyst
    • Series 7 License
    • Series 63 License
    • Arizona Life & Health Insurance License
    • Nevada Life & Health Insurance License
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Kathyleen Madison

Kathyleen Madison

Client Service Manager

Qualifications

    • Series 6 License
    • Series 7 License
    • Series 24 License
    • Series 66 License
    • Arizona Life & Health Insurance License
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Rita Papa

Rita Papa

Client Service Specialist

Qualifications

    • Series 7 License
    • Series 63 License
    • Series 66 License
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Kathryn Leonard

Kathryn Leonard

Client Service Specialist

Qualifications

    • Series 7 License
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Felicia Chapman

Felicia Chapman

Client Service Specialist

Holly Munson

Holly Munson

Client Service Specialist

Qualifications

    • Arizona Life & Health Insurance License
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Sidney Brinn

Sidney Brinn

Administrative Assistant

Chelsea Burke

Chelsea Burke

Client Concierge

Bryce Madison

Bryce Madison

Assistant