“Stronger finances, stronger families, stronger communities.”

Am I on track?

Understand what you need to save and when you can retire

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How do I preserve my wealth?

Knowledgeable and proven approaches to understanding how to maximize the benefits available to you.

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Is my family protected?

Helping you navigate the many options available to fulfill your needs.

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Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.

Make an Appointment

We build genuine relationships with our clients, treating them as partners rather than just accounts. With straightforward, easy-to-understand communication, we ensure clients feel comfortable, informed, and empowered, making financial planning accessible for hardworking individuals and families.

Advisors

Bill Stead

Bill Stead, RICP
ADV 2B Brochure

Senior Financial Advisor

6028879182 (voice only)

602-671-5992

bill.stead@ceterainvestors.com

Matthew Julian

Matthew Julian
ADV 2B Brochure

Senior Financial Advisor

602-887-9190 (voice only)

602-671-5992

matthew.julian@ceterainvestors.com

Jason Nicholas Rhodes

J. Nick Rhodes
ADV 2B Brochure

Assistant Manager

602-671-5992

nick.rhodes@ceterais.com

Administration

Courtney Schuh

Courtney Schuh
ADV 2B Brochure

Director of Client Services

602-671-5992

courtney.schuh@ceterainvestors.com

Lisa Padula

Lisa Padula

Sales Assistant

602-841-2627 ext 210

602-671-5992

lisa.padula@ceterais.com

Melissa Hillman

Melissa Hillman

Senior Client Service Representative

602-671-5992

melissa.hillman@ceterais.com

Colten Christiensen

Colten Christiensen

Wealth Operations Assistant

colten.christiensen@ceterais.com

Jake Schuh

Jake Schuh

Client Service Representative

jake.schuh@ceterais.com

Sara Gagliardi

Sara Gagliardi

Client Services Associate

sara.gagliardi@ceterais.com

Branch and Home Office Support

Stu Johnson, CFP® ChFC®

Stu Johnson, CFP® ChFC®

Vice President and Branch Manager

602-841-2627 ext 123

602-671-5992

stuart.johnson@ceterais.com

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