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    Scottsdale Team

    Together We Do More for You

    Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.
    Denver - Team

    Meet Your Financial Team

    gonazlo de leon plata

    GONZALO DE LEON PLATA

    VP OF WEALTH MANAGEMENT
    alejandro murquia

    ALEJANDRO MURGUIA

    WEALTH ADVISOR
    Scottsdale Team

    CAROLINA CARRANZA

    WEALTH ASSOCIATE

    Contact Us

    16427 N. Scottsdale Rd. Scottsdale, AZ 85254 | Office: (602) 333-1995

    *The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
    Call Us To Get Started. (844) 356-4934