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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

CAROLINA CARRANZA

OFFICE COORDINATOR

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