Meet the Team

Hannah Brown, CMFC

Wealth Advisor

(480) 874-7460

(480) 889-8975

Hannah Brown started her career in financial services in 2008, during the “Great Recession.” It was then that she realized she wanted to create a comfortable, but confident approach to financial planning and wealth...

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Brianna Pafford

Director of Operations


Brianna is our Director of Operations. With over a decade in the Financial Services industry, she brings a myriad of knowledge specializing in operations and development. Brianna takes pride in being a liaison for clients and helping...

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Larissa Stevenson

Client Relationship Manager


Originally from Massachusetts, Larissa made the move to Arizona 16 years ago, shortly after graduating from UMASS Amherst with a degree in Hospitality and Tourism Management. She has over 15 years of experience in customer service, and...
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