Industry Stakeholders - Finance & Insurance

Paul Perreault
United Planners Financial Services - Paul Perreault, Financial Advisor
John Belt
Belt Law Firm
Mark Johnson
Fountain Financial Group, Inc.
Robert Thomson
Robert E Thomson, PLC
Kathleen Garrett
State Farm Insurance - Kathleen Garrett
William Pape, MSFS,AEP,CLU,ChFC,RHU
Pape & Assoc. Bus/ Estate Planning
Susan Linkous, AIF®
Linkous Group, Ltd., President
The Linkous Group, Ltd. is an Arizona Corporation with Susan R. Linkous, AIF® serving as President. The firm is a Registered Investment Advisor (RI...
Walter A. Angelini
Angelini & Angelini
Mike Hansen
Garvey-Hansen LLC
Shawn White
Sternfels & White, PLLC
Daniel Kuchan, CPA
Daniel Kuchan CPA
Jeannie Harris
J Harris Insurance Agency, Broker Owner
I am a Fountain Hills resident for the past 17 years and the owner of J Harris Insurance Agency. I specialize in health insurance for individuals a...
Scott Schlossberg
Farmers Insurance - Scott Schlossberg Agency, Owner/Agent
As your local Farmers® agent in Fountain Hills, The Scott Schlossberg Agency is located on the corner of Shea and Saguaro right behind the MCO bu...
Michael Maroon
SilverTree Wealth Partners, Wealth Advisor
My wife, Becca, and I have been calling Fountain Hills since 2013.  We have 3 children that span age 2 to age 9 (as of writing this in 2021) who at...
John  Nail, MBA
MerrillLynch Wealth Management - John Nail, Senior Financial Advisor
Since 2010, I am a Financial Advisor serving affluent households, helping business owners, and ultra high net worth individuals with not only inves...
Jerrod Stearnes
Thrivent
Kimberly Widner
Kimberly Widner, PLLC, President
I have over 30 years of experience, providing full-service accounting and tax services to individuals and businesses across all industries.  I am c...
Monica Starck
TDC FINANCIAL, Office Manager
Scott Holman
Edward Jones - Scott Holman, Financial Advisor
https://www.edwardjones.com/scott-holman
James Clarkson
Allstate Insurance Co. - Clarkson Insurance Agency
Alysia Dahir
Dahir Tax & Accounting Firm LLC
Melanie Anderelli
Sternfels & White, PLLC
Joe Arpaio
Ava Investments, Inc.
Leah Laessig
Edward Jones - Scott Holman
Sheri Patton
American Family Insurance - Sheri Patton Agency, Owner/Agent
Sheri Patton has been an American Family insurance agent in Fountain Hills, AZ since 2000. Sheri will encourage and champion you in pursuing your D...
Janice Adkins
UMB Bank, Personal Banker II
Mirelle Wright
Dahir Tax & Accounting Firm LLC, Office Manager
Mirelle Wright is the Office Manager with Dahir Tax & Accounting Firm.  Prior to joining the Firm, she was a Paralegal with Pew Law Center and pr...
Isabelle Roethe, CFP®
Desert Wealth Management, Financial Advisor
My name is Isabelle Roethe, and I am a partner financial advisor and a CERTIFIED FINANCIAL PLANNER professional at Desert Wealth Management. I have...
Mark Biermann
GOALL Agency, Co-founder
Ric Newman
State Farm Insurance - Ric Newman, Agent/Owner
Bridget Biermann
GOALL Agency, Co-Founder
Mark was the owner of Biermann Homes, Biermann Realty and MB Development for over 20 yrs.  In 2014 Mark and Bridget decided to make a change and ...
Courtney Gray
Farm Bureau Financial Services, Agent
Teresa Russo-Cox
TDC FINANCIAL, Marketing Director / Special Events Coordinator
Ric Newman
State Farm Insurance - Ric Newman, Chamber Only
I am a local State Farm Insurance agent. I started my career in 1980. I have serviced 1000's of clients with their Auto,Home and small business ins...
Barbara Rich
AZ Best Insurance Advisors , Owner
Kristopher Gray
Farm Bureau Financial Services
Ralph Kaye
Agency One
Laura O'Neill
Cornerstone Insurance
John Winter
J M Winter Investments Services
Mason Haugland
Ameriprise Financial
Christopher Nolt
Solid Rock Wealth Management
Douglas Schumacher
Schumacher Law Firm
Nathan Carr
Carr Law Firm
James Winn
James W & Elanor F Winn LLC
Allan Hutchison
Allan Hutchison, CPA
Gina Zeurcher
Zeurcher Consulting Group PLLC, Broker, Co-owner
After working for major health insurance companies for over 20 years, I have teamed up with my husband as  independent insurance agents to offer al...
Dean Zeurcher
Zeurcher Consulting Group PLLC, co-owner
Kristen (Kris) Bashford
Physicians Mutual Insurance, Assistant Divison Manager
Janice Schmidt
Schmidt Personal Financial, Strategist
Born and raised in the Philippines, Janice migrated to the United States in 2004. She pursued career in Banking, Accounting, and Finance between Sa...
Kris Bashford
Physicians Mutual Insurance, Assistant Division Manager
Greg Golucci
Golucci Insurance Group
Shawna Daniels
Accurate Tax and Accounting Services, PLCC, Accounting Manager
Shawna recently moved to Fountain Hills from Payson, AZ with her Husband, Mark and three children.  She loves the community and beautiful sights of...
Jodie Winters
On Q Financial
Barry McBride
Sun Cornerstone Group, Inc., President
Amanda McBride
Sun Cornerstone Group, Inc.
Jason O'Neal
My Credit MD's, Sr. Credit Advisor
Born and raised in Arizona. Father of 3 children. 2 of them were adopted from Ethiopia. I enjoy watching my kids play sports and spending time with...
Christine Itami
Senior Life Insurance Solutions- SLIS, Owner/ Advisor
Christine Itami is a native Arizonan who resides in Fountain Hills, and has made Fountain Hills her home since 2010.  She was raised in Scottsdale,...
Coco Pameditis
Edward Jones - Coco and Mike Pameditis, Financial Advisor
Throughout my life, I have found that I find the most joy when I am able to help others. Whether it is as simple as holding the door or as complex ...
Monika Viren
Edward Jones - Coco and Mike Pameditis, Branch Office Administrator
Robin Brand
HomeGuard Home Warranty
Don Rice
AzMedicareGuy.com, Owner
I am originally from NYC, (Da Bronx) and have been living here in AZ since 1994.  I moved here after spending 15 years in the US Air Force, 8 Years...
Liz Francis
Edward Jones - Scott Holman
Michael Monteleone
Genrose Insurance LLC, Owner
My grandparents first moved to Fountain Hills in 1979 from New York. My parents followed them out in 1987 and I grew up just down the road in Scott...
Kelle Steinecke
AzMedicareGuy.com, Marketing Representative
David Owens
David Owens Insurance, Independent Insurance producer and recruiter
David Thomas Owens born in Freeport, LI, NY. Lisa Owens and I have been married for 32 years, we moved to Scottsdale in 1998 after our two Son's Na...
Andy Latherow
Sterling Case Management & Fiduciaries of Arizona
Max Jordan
UMB Bank
Don Prescott
SilverTree Wealth Partners- Don Prescott, Certified Financial Planner, Certified Financial Planner
I work with people planning for retirement and those wanting to stay retired. I enjoy helping clients pursue and maintain a "work optional lifest...
Jennifer Lidiak
Tax America, Founder
Katherine Krska
Tax America, Bookkeeper
Mark Daniels
Accurate Tax and Accounting Services, PLCC, Enrolled Agent
Tammy Emerson
TDC FINANCIAL
Misty Petak
Northwestern Mutual
Darlene Cleaver
State Farm Insurance - Kathleen Garrett, office manager
Lynette Collins
New York Life - Lynette Collins, Licensed Agent
Financial Professional with New York Life helping individuals and business owners to create, build, and preserve wealth through financial strategie...
Sherry Irwin
The Table Financial Planning, COO
Andrea Clark
The Table Financial Planning, CEO
Amy Horsfall
Counting Beans Bookkeeping, Owner/Accountant
Bryan Jones
Pioneer Title Agency , Commercial and Residential Business
Cindy Kibbe
Cindy Kibbe Creative Communications
Art Tolis
Tolis Mortgage Financial Group, President/Senior Loan Officer
Tolis Mortgage Financial Group was established in 2002 with it's first office in Fountain Hills, Arizona on Parkview Avenue.  Our new office is loc...
Jay Schlum
Re/Max Fine Properties - Arizona Living Team, Jay Schlum, Owner
Jay is one of the top real estate agents in Arizona and 100% focused on his clients success. He also believes in service to others. Jay was elected...
Dori Wittrig
REMAX Sun Properties, The Sonoran Lifestyle Team, President
Jane Poston
J2 Media, Vice President, Communications
Lisa and Meredith
Kern Realty
Kern Realty has been representing Buyers and Sellers for over 35 years in Fountain Hills and  surrounding areas, creating wonderful relationships a...
Candie Castillo
Quantum Health Organics, Owner
There is an interconnectedness of body, mind and spirit. Ignoring any of these aspects of life causes a gap in one's ability to function harmonio...
Denise Weinreich
SilverTree Wealth Partners, Wealth Advisor & Billing
Originally from Iowa, Denise has lived in Fountain Hills for over 20 years. She has two children currently away at college. Derek is graduating i...
Emily Holton
Whole Healing LLC, Psychotherapist
I am passionate about integrative wellness and holistic healing. I believe in providing therapy that encourages healing of the mind, body, and spir...
Stephen Royal
Corp. Consulting/Sales
Art and Heather Tolis
Snap Fitness, Owner
Connor O'Neil
PixlForm, Founder
Amanda Triezenberg
State 48 Bookkeeping
I am a Quickbooks Online ProAdvisor offering virtual bookkeeping services to all types of small companies. I've been a bookkeeper for 18 years as w...
John Kramer
Starlight Mortgage, Inc., Loan Officer
John is a senior Loan Officer/Certified Mortgage Advisor who is outstanding at helping people buy and refinance homes.  He also helps people with R...
Tricia Stover
Performance Masters Consulting, Owner & Founder
Keith Gilbert
Keith Gilbert- Healthmarkets, Owner/ Broker
Hello I'm Keith- Local Small Business Owner & "The Broker for the People".I'm a Fountain Hills Resident and Local Insurance Agent focusing on Life ...