Team

I joined the financial service industry in October of 1982, so to say I've been around a while is an understatement.  Coming from a military family, and knowing some of the financial struggles we had, I wanted to work in an arena where I could positively impact individuals’ financial health.  I began my career in Boston Massachusetts, and in 1986 moved to Arizona where I have been ever since.

My wife and I married in 1986 and our passion is traveling.  I am also a proud father of two independent, Northern Arizona University graduated daughters. Go Lumberjacks!

We all live here in Arizona and although I work out of Phoenix, my wife and I make our home in the cool pine trees of Prescott, Arizona.

When you’ve been doing this for as long as I have, the list of families you help becomes expansive.

It is what I was meant to do, helping people over time put their own children through school and move comfortably into retirement.   I help my clients implement a well-thought-out financial plan that helps them build and maintain wealth.

I have clients all over the country, with much of my clientele is in Arizona, New Mexico, and southern California.

Since 2004 I have been following my passion for helping people and businesses plan and pursue their financial goals. I am dedicated to provide everyday families with financial solutions, guidance, and tools, to help meet their needs across all life stages. 

My goal is to build solid relationships and long-term value to help my clients grow, protect, and enjoy what they have; by making sure their financial strategies work as hard as they do.

Courtney has been with the team since 2005. As the Director of Client Services, she oversees the daily operations and marketing for our team. Her primary responsibility is to ensure our clients receive world-class service. She holds series 6, 7, 63, and 65 securities registrations and holds life insurance and vairable products across multiple states also. When she is not working you will find her with her husband and 2 teens. In her downtime, she enjoys listening to books, relaxing by the pool, traveling, and camping with family and friends. 

Lisa joined our team in the fall 2017. She has been an integral part of increase our client experience.  You will find her organization skills keep us all on task. She maintains all of our calendars and incoming phone calls. 

 Melissa joined our team in November 2020.  As a Senior Client Services Representative, she will work on the daily operations of ensuring our clients’ accounts and paperwork are all in order.  She comes back to the industry after starting her career in investments. Melissa also has her securities registrations.  When she is not in the office you will find her with her husband and 2 sons. In her spare time, Melissa enjoys traveling, going to sporting events, and spending time with her family. 

Stu Johnson is Vice President and Branch Manager at the Phoenix branch of Cetera Investors. His mission is to support financial advisors as they help clients work toward financial well-being.

As a Certified Financial Planner, Stu helps clients use money as a tool to support their values and experience life on their own terms. Stu and his team take a comprehensive and holistic approach to financial planning, creating a future based around the values, goals, fears, concerns, people and organizations that are most important to each client.

Stu graduated from the University of Illinois with a degree in computer engineering. He quickly realized that his ideal career would combine technology and the opportunity to engage the public directly. After observing the stress money causes in the lives of most Americans, Stu knew that becoming an experienced financial planner would allow him to serve his community and build lifelong relationships.

Stu lives in Chandler, Arizona, with his wife and two children. He enjoys golf, watching his kids play sports, and date nights with his wife.

I started in this industry in 2004 as a Financial Advisor and became a Branch/Sales Manager in 2010. I joined Cetera Investors and the Arizona Capital Management team because of the people. Throughout my time in this industry, what I have learned most is my passion for people. Clients, Advisors, Mentors – I love meeting and working with everyone.