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Wealth Management

Advanced Sales and Internal Sales Consultants

Advanced Sales and Internal Sales Consultants

Our experienced team provides financial professionals with solution-driven, product-agnostic resources to rely on for assistance on simple product recommendations to intricate case design.

Advanced Sales and Qualified Plans Team

A unique offering within the independent broker-dealer channel, the Advanced Sales and Qualified Plans Team consists of in-house attorneys — each with more than 25 years’ experience in the financial services industry. The Team’s areas of expertise include:

Estate Planning
Charitable Giving
Life Insurance
Non-qualified Benefit Planning
Long-term Care Planning
Domestic Partner Arrangements
Taxation of Alternative Investments
Internal Sales Desk

The Internal Sales Desk’s consultants are equipped to work with you through all stages of the investment process, from sourcing to implementation. In addition to investment product generalists, the Sales Desk includes individuals with specific expertise, including:

Variable Annuities
Mutual Funds
Alternative Investments
Life Insurance
Retirement Income

Ready for an Extraordinary Partnership?

Contact us


20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.