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A client-centric focus lies at the core of WT Wealth Management's business philosophy and best practices. This month's message is intended to update you, our clients, on how the growth of our team is matching the evolution of our business. Here is a quick look at "us" as we start the new year 2022!
Our headquarters remain in Scottsdale, Arizona, which has always been home base to our Chief Investment Officer, John Heilner. John was joined last year in Scottsdale by Jacob Biliack, Investment Advisor, Austin Rogers, Accounting and Compliance Administrator, and Naomi French, Administrative Assistant. Jacob divides his time between the Scottsdale and Flagstaff offices while Austin and Naomi hold down the fort full-time in Scottsdale.
The Flagstaff team has grown as well. Ryan Stuart, Business Director and Lisa Short, Trade Specialist & Office Manager, have been joined on the administrative staff by Brent Rankin, Investment Model & Strategy Analyst and Cristen Erber, Administrative Assistant. Glenn Leest, Senior Investment Advisor, has added Maryann Moss, formerly with Forsman Financial, and Katherine Soper to his personal administrative team. Both are easily reachable in the Flagstaff office. Allen Atkins, Senior Investment Advisor and Emy Tice, Certified Financial Planner continue to work both in and out of office in Flagstaff.
Matthew Haertzen, Senior Investment Advisor actively supports new and existing clients from home offices in Tucson, AZ and Del Norte, CO, with frequent stops in Flagstaff to check in.
We were thrilled during 2021 to welcome many new Flagstaff-based clients to WTWM from Forsman Financial Services, as Kevin Forsman has now retired and transitioned to an advisory role. We look forward to continuing to serve our broadened client base with the same level of great service and care provided for so many years by Kevin and Maryann.
As changing pandemic conditions allowed us to begin returning to a physical office, it became clear that our expanding Flagstaff team needed more space and everyone needed easier parking. Fortunately, the Forsman relationship provided the perfect solution. November 1, 2021 marked our first day in our new Flagstaff office location at 813 N. Beaver St. For Forsman clients, the space will be familiar. For our previous clients (who knew us on Riordan Road), we welcome you to stop by the new office at any time to say hello.
Scott Phillips, Senior Investment Advisor, is based in Utah and brings a wealth of experience to his client base.
Eileen Proud, Senior Investment Advisor, and Bob Redwanc, Senior Investment Advisor, remain active with the firm and connected with their clients from their new home in Coeur d'Alene, ID.
Dave Johnson, President and Chief Compliance Officer, works remotely from the WesternTrust parent company's Park City Utah headquarters but circulates regularly between all WTWM locales and is quick with a smile should you meet him at either of our offices or at client events.
From the onset of the pandemic in March 2020, we doubled our efforts to remain connected. We have zoomed, video-conferenced, phoned and emailed with most of you! And, when safe enough to travel, our advisors have met you in-person from Tucson to Flagstaff or Scottsdale to Sedona and across the county, including: Washington, California, Nevada, Idaho, Wyoming, Utah, Colorado, Texas and Florida. As Herodotus, the father of history, said nearly 2,500 years ago of the brave, mounted postal couriers, "Neither snow, nor rain, nor heat, nor gloom of night stays these courageous couriers from the swift completion of their appointed rounds." We are proud, and happy to have remained steadfastly connected with so many of you these past two years.
The WT Wealth Management Investment Committee continues to apply its more than 65 years of combined experience to actively research, analyze, manage, and improve our proprietary investment strategies. Additionally, four of our advisors (Scott Phillips, Glenn Leest, Jacob Biliack and John Heilner) are licensed to sell life insurance products as a complement to each client's overall financial plan.
Our business and our team are more robust than ever. We are now better positioned to serve both clients and advisors with administrative support in the day-to-day management of portfolios, personal financial needs, and the overall client service experience. A phone call, direct email to your advisor or online portal message will quickly marshal the appropriate resources to service your needs.
As you launch into the New Year 2022, we would like to extend our continued gratitude and thanks for your trust and partnership. We look forward to a long future working together with you and your family to help achieve your financial goals.
As always, don't hesitate to reach out with questions or for assistance. We are here to help.
Reach us directly at 800-825-0616
or by using the contact form below.
