Monday - Thursday: 8 AM - 4 PM

Friday: 8 AM - 3 PM

Contact

Contact

Bert A. Cooper, BCE

Office of Supervisory Jurisdiction/Investment Advisor Representative

Josh Cooper

Chief Executive Officer/Investment Advisor Representative

Theresa Fanning

Chief Operating and Compliance Officer/Assistant Branch Manager

623-583-6840

Ken Hartley, CFA, MBA

Chief Investment Officer

623-583-6840

Michael A. Sherman, CFP, CIMA

Portfolio Manager/Compliance Manager

623-583-6840

Don Moenning

Portfolio Manager

623-583-6840

Jeremy McClymonds, CRPC®

Financial Advisor

Karine R. Beard, CFP®, CES™

Wealth Manager

720-510-1199

Kathryn Marchwick, CFP®

Investment Advisor Representative

623-583-6840

Jonathon A. Staats

Investment Advisor Representative

623-583-6840

Office Address

9125 W. Thunderbird Rd
Peoria, Arizona
85381 United States

 

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

 

 

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