We offer a full range of wealth management solutions to meet the needs of individuals, families, businesses, and organizations. Our carefully designed and individually crafted solutions include portfolio management, estate planning and financial planning – as well as sustainable, responsible, impact investments for investors who want their portfolios to reflect their personal values. 
 
Our local wealth management team works closely with professionals in our Wealth Advisory Services organization (click bar below for more information). Together, we offer a wide range of skills, experience, and knowledge – all focused on helping clients reach their long-term financial goals.  
 
PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED, ARE NOT BANK GUARANTEED AND MAY LOSE VALUE 

Michael K. McCartney, MBA 
SVP, Manager 
(602) 381-2065 
 
 

Kathleen Gould, CTFA 
VP & Manager, Wealth Advisor 
(602) 381-2064 
 
 


Joe Azar, CTFA 
VP, Wealth Advisor 
(602) 381-2071 
 
 

Lisa L. Sullivan, CSOP, CTFA  
VP, Wealth Advisor 
(602) 381-2075 
 
 
 


Brian N. Jackson, CFA, CFP® 
VP, Portfolio Manager 
(602) 381-2225 
 

 

Wealth Management Group Business Development Officer 

Frederick Schertenlieb, CTFA 
VP, Wealth Advisory Services 
(602) 381-2066 
 
 
 

Pamela D. Grieco, MBA 
VP, Wealth Advisory Services 
(602) 381-2063 
 
 
 

FDIC
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