Your WT Wealth Management Team

Your team of investment professionals leverages more than 100 years of experience on Wall Street to grow your money, not your fees. And we invest our personal savings the same exact way we do client money.

WT Wealth Management Investment Team


John Heilner John Heilner Chief Investment Officer
Background
Experience in security selection, asset allocation and portfolio risk assessment

Former National Mutual Fund Strategist at ING Mutual Funds

Certified Mutual Fund Specialist

BS in Finance and Economics

Full biography HERE

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Ryan Stuart Ryan Stuart, CFA Business Director
Background
Former Director - Four Peaks Wealth Management

5+ years of "Big Four Accounting" experience in business valuation and transfer pricing – KPMG

CFA Charterholder and member of the Phoenix CFA Society

BA with a Certificate in Quantitative Finance from University of Colorado

Full biography HERE

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Matthew Haertzen, CFA Matthew Haertzen, CFA Senior Investment Advisor
Background
Lecturer of Finance – Eller College of Management, University of Arizona

CFA® Charterholder
Former CIO for Idaho State Endowment Fund, State Insurance Fund and Judge's Retirement Fund – $1.0 billion combined

Washington Trust Bank Equity Portfolio Manager – $600 million

Board member for the Phoenix CFA Society

MBA from University of Minnesota

Full biography HERE

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Eileen Proud Eileen Proud, CDFA, CFDS Senior Investment Advisor
Background
CFDS™, CDFA®, Wealth Management Specialist

Investment Advisor Representative since 1981

Founder of True Financial Wealth Management Firm (1981)

Extensive experience helping divorcees and widows with complicated financial matters (Certified Financial Divorce Specialist ® and Certified Divorce Financial Analyst)

Full biography HERE

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Dr. Allen Atkins Allen Atkins, Ph.D Chief Market Strategist
Background
Finance Professor – Northern Arizona University

Former Associate Director – Karl Eller Center, Berger Entrepreneurship Program, University of Arizona

PhD from the University of Texas at Austin

BA from Dartmouth College

Full biography HERE

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Arthur Selender Arthur Selender, Ph.D Director of Quantitative Strategies
Background
Trading Center Director and Clinical Professor of Finance – University of Texas, Dallas

Experience in portfolio allocation and statistical modeling

Hedge Fund CIO – Cogent Partners

Senior positions at Goldman Sachs and NatWest Markets

PhD and MBA from University of Chicago

Full biography HERE

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Ron Getto Ron Getto Senior Investment Advisor
Background
Small business owner and entrepreneur

Experience in accounting, finance, and compliance

CFO/COO of Wall Street asset management business – Cantor Fitzgerald, LP

Senior executive at Donaldson, Lufkin & Jenrette

BA and MBA from Columbia University

Full biography HERE

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Robert Redwanc Robert Redwanc Senior Investment Advisor
Background
CFDS™

Investment Advisor Representative since 2001

Member, principal and shareholder of True Financial Wealth Management Firm.

General Contractor and owner of Rascal Renovations, 1994

18 years of experience as a real estate investor

Full biography HERE

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Emy Tice Emy A. Tice, MBA Certified Financial Planner™
Background
Finance Professor – Northern Arizona University

Certified Financial Planner™ Professional

Experience in personal and corporate finance, accounting, and strategic planning

Advisory Board President – Girls on the Run of Northern Arizona

Certificate in Financial Planning from University of Georgia

BSBA and MBA from Northern Arizona University

Full biography HERE

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Glenn Leest Glenn Leest Investement Advisor
Background
Experience in financial planning, investment management, portfolio analysis, annuity analysis and retirement projections

Expertise in employer sponsored investment plans including Simple IRA's, SEP IRA's, 401(k)'s, and Defined Benefit accounts

Advisory Board Member – Flagstaff Junior Academy

President – Noon Lions Club

Recipient of the 20 Under 40 Award

Presidents List Award for academic achievement

Volunteer Youth Director

Full biography HERE

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Jacob Biliack Jacob Biliack Investment Advisor
Background
Bachelor's degree from Northern Arizona University with studies in political science, business and Spanish

Series 7 and Series 66 licenses

First responder providing fire and medical services since 2013

Full biography HERE

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Lisa Short Lisa Short Office Manager - Flagstaff
Background
Administrative, organizational and property management experience with high net worth families.

Business administration and development experience with digital media businesses in Entertainment and Education.

Volunteer fundraising experience with not-for-profit education and cultural organizations.

BA in Languages (Spanish and French) from the University of Oregon and continuing education coursework in Finance, Accounting at the University of Connecticut.

Full biography HERE

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At WT Wealth Management we strongly suggest having a personal financial plan in place before making any investment decisions including understanding your personal risk tolerance and having clearly outlined investment objectives.

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