Scottsdale Office

Find a financial professional in the Scottsdale Office who can assist with your financial goals. Our experienced advisors and teams pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

Our Team

Catherine Theisen
Financial Advisor
Jon Underkofler
Senior Vice President, Market Manager
Kristin Rathjen
Financial Advisor
Lori Callahan
Financial Advisor