Scottsdale Wealth Management

Scottsdale, Arizona

4211 N. Marshall Way, Suite 100
Scottsdale, AZ 85251
Phone: 480.353.2456
Fax: 480.240.1295

Get in touch

Our wealth management team in Scottsdale can work with you to create a personalized financial plan designed for your big picture. 

Our fiduciary responsibility to individuals and families, along with our richer life approach, addresses all aspects of your financial picture, including wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate, as well as financial planning for business owners and multi-generational family wealth. 

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Three Butterflies Foundation, Arizona Helping Hands, East Scottsdale Little League, Puppy Luv, Junior Achievement, and First Tee of Arizona.

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Meet your Scottsdale wealth management team

I help clients live a richer life by truly taking the time to get to know them and what br...

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Alena Boucek


As an advisor at Brighton Jones, I support clients by giving them peace of mind and the co...

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Hailey Leister


As a part of the team in Scottsdale, I play a role in ensuring that our clients receive th...

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James McDougal


I am responsible for thinking strategically with our clients about their life plans and en...

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Kory Leadon, CFP®

Senior Lead Advisor

As a client service associate, my goal is to help make what are ordinarily complicated or ...

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Kristen Purnell

Growth and Operations Director

I help clients identify and achieve vocational freedom, a key point along their journey to...

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Kyle Rice


Lauren Rosser

Senior Client Administrator

Investing for the future does not have to be complex or intimidating, and I strongly belie...

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Lillian Turner, CFP®

Lead Advisor

As the growth and operations associate for the Southwest region, I strive to create strong...

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Mackenzie McMillan

Senior Growth and Operations Associate

Aligning client insights with a deep knowledge of financial services is the best way to pr...

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Thomas Newbold


As an advisor, the financial goals and personal pursuits of our clients are crucial to dev...

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Tim Amen, CFP®

Lead Advisor

I help clients live a richer life by understanding their needs and ensuring that clients r...

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Vas Sabeeh

Relationship Manager

Talk to a Scottsdale financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client