Main Office
8777 N Gainey Center Dr, Ste 260
Scottsdale, Arizona 85258
Contact Our Office
Team
Regional & Divisional Leadership

Joel Shapiro
President, Retirement

Michelle Camacho
Senior Vice President, Sales
Office Leadership

Ed Kurowski
Managing Director
Advisors
Bob Grant
Senior Client Executive
Bob Von Fleckinger
Client Executive
Jordan Cook
Vice President
Pat Gleason
Vice President
Tony Leopard
Assistant Vice President
Zach Cleland
Client Executive