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

Associate Advisor

Alex Cannella

Associate Advisor

When it comes to my role, I take pride in doing all I can to help clients handle all aspec...

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Brennan Holmes

Associate Advisor

As an administrative partner, my heart strives to provide exceptional service through the ...

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Caitlin Leamon

Administrative Operations Specialist

I help by providing oversight and direction to our corporate retirement plan clients.

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Colman Collins, CPFA®

Lead Advisor

Destinie Ortiz

Administrative Operations Specialist

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

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Hailey Leister, CFP®

Advisor

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 the Growth and Operations Director in our Southwest Region region I work with potential...

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Kristen Purnell

Richer Life Business Partner

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

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Kyle Rice, CFP®

Advisor

I help our clients by giving them their time back to pursue activities that bring them pur...

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Lauren Rodgers

Senior Client Administrator

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

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Mackenzie McMillan

Growth and Operations Manager

Megan Bowen

Administrative Operations Specialist

I enjoy building strong relationships with my clients to better understand what is most im...

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Nick Gearhart, CFP®

Lead Advisor

Sara Dowling

Administrative Operations Specialist

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Lead Advisor, Real Estate Advisory Group

I strive to take stress off of clients so they can allocate their focus on what matters mo...

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Sean Pilkington

Administrative Operations Specialist

I am grateful to be on a team that emphasizes collaboration of expertise to build holistic...

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Shaun Mize

Associate Advisor

As a client service coordinator, I have a passion for helping others and fostering strong ...

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Sophia Riddle

Associate Brand Designer

I can help clients live a richer life by creating a strong relationship with them

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Sydney Christman

Office Experience Coordinator

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