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Risk Tolerance Assessment
Employer Plan Integration
Investment Tax Planning
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Private Investments
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Life Insurance
Disability Insurance
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LTC Planning
Tax & Accounting
Tax Strategy & Preparation
Ongoing Accounting
Tax Analysis
Business Services
Employee Benefits & 401k
Business Taxes & Accounting
Entity Creation
Succession Planning
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Client Access
Scottsdale, AZ
Denver, CO
Salem, OR
Risk Solutions
(480) 448.0334
Home
About
Our Team
Our Mission
Our Core Values
What Sets Us Apart
In the Community
Blog
Services
Wealth Planning
Ongoing Financial Planning
Charitable Gifting Strategies
Retirement Planning
Estate Planning & Intergenerational Planning
Wealth Transfer
Divorce Planning
Investment Management
Investment Analysis & Research
Risk Tolerance Assessment
Employer Plan Integration
Investment Tax Planning
Retirement Income Planning
Private Investments
Insurance
Life Insurance
Disability Insurance
Property & Casualty
LTC Planning
Tax & Accounting
Tax Strategy & Preparation
Ongoing Accounting
Tax Analysis
Business Services
Employee Benefits & 401k
Business Taxes & Accounting
Entity Creation
Succession Planning
Contact
Client Access
Scottsdale, AZ
Denver, CO
Salem, OR
Risk Solutions
Menu
Home
About
Our Team
Our Mission
Our Core Values
What Sets Us Apart
In the Community
Blog
Services
Wealth Planning
Ongoing Financial Planning
Charitable Gifting Strategies
Retirement Planning
Estate Planning & Intergenerational Planning
Wealth Transfer
Divorce Planning
Investment Management
Investment Analysis & Research
Risk Tolerance Assessment
Employer Plan Integration
Investment Tax Planning
Retirement Income Planning
Private Investments
Insurance
Life Insurance
Disability Insurance
Property & Casualty
LTC Planning
Tax & Accounting
Tax Strategy & Preparation
Ongoing Accounting
Tax Analysis
Business Services
Employee Benefits & 401k
Business Taxes & Accounting
Entity Creation
Succession Planning
Contact
Client Access
Scottsdale, AZ
Denver, CO
Salem, OR
Risk Solutions
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Our Leadership
Scottsdale
Mark Bonnett
Founding Partner
Colin Shepherd
Wealth Advisor
Helen Vouniozos
Director of Risk Solutions
Kristin Moore
Director of Operations
Patrick Mueller
Director of Administration
Jake Allen
Operations Support Manager
Cassandra Jones
Service Advisor
Delaney Peery
Service Advisor
Our Leadership
Denver
Rick Schultenover
CFP®, Partner & CCO
Jacqueline Battista
CFP®, CDFA®, APMA®, MBA, Partner
Our Leadership
Minneapolis
Jesse Karich
Partner & Advisor
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