3000 Executive Parkway,
Who We Are
Our Service Mission
How We Partner with Clients
Financial Planning in Scottsdale
Timothy S. Johnson, J.D.*, CRPC
Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
Ben T. Huddle, CFP
, M.B.A., CRPC
Director of Financial Advisory Services
Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.
Master’s in Business Administration from The University of Houston, Bachelor’s degree in Industrial Management from Purdue University.
Jane Johnson, CFP
Director of Planning
Areas of expertise: Estate, retirement, investment, and business succession plans.
Bachelor of Arts degree from The College of William and Mary. Member of the Northeast Florida Estate Planning Council.
Tom Christensen, CFP
Regional Director of Financial Planning
Coordinates with financial planners to help clarify data and construction of financial plans.
Debriefs with planners to develop financial strategies and creative design.
Ensures plan deliverables are complete, suitable and compliant.
Responsible for training and support of financial planning software.
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