NORTH SCOTTSDALE WEALTH MANAGEMENT TEAM
Contact Us Now
Address:
14550 N Frank Lloyd Wright Blvd
Suite 120
Scottsdale, AZ 85260
Phone:
(480) 990-9100
Or have one of our representatives contact you.
MEET THE WEALTH MANAGEMENT TEAM
Rick Cluck, CFP®, CLU®
Wealth Manager
Rick can be reached at:
Email: [email protected]
Direct Line: 480-990-9100
Rick’s drive to have a deep impact on the lives of individuals and families has been integral to his business for more than three decades. Rick helps clients create a clear picture of the life they desire and build a strategy aimed at helping that picture take shape. Rick is a CERTIFIED FINANCIAL PLANNER practitioner and holds the Chartered Life Underwriter designation, along with his Series 7, 24, 63 and 65 securities licenses. Rick is also a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.
“Knowing you well is the best way to help you plan for the future and enjoy the rewards of your life’s work.”
Birthplace: US Airforce Base, Japan
Favorite Childhood Memory: Going to Disneyland, with all my cousins.
Hobbies: Baseball, hiking, working out, travel.
Family Life: My wife and I have 4 children – two sons and two daughters. We also have two granddaughters.
Favorite quotes: “The best way to find yourself, is to lose yourself in the service of others.” – Mahatma Gandhi
Nancy Butterly
Customer Service Representative
Nancy can be reached at:
Email: [email protected]
Direct Line: 480-990-9100
With a technology support background, Nancy assists with day to day operations in the office. She helps keep everything running smoothly to ensure new and established clients always have the information they need. Nancy truly loves her job, enjoys helping people and learning all about the financial industry.
Birthplace: Sellersville, PA
Favorite Childhood Memory: Camping with my family and tagging along with my mother’s girl scout troop. I remember being the littlest one to hike up to Bowman’s tower in Washington’s crossing. It was so hard and so rewarding!
Hobbies: Yoga, Hiking, Camping, Boating, Reading
Passion: My passion is Yoga in its entirety. I love studying and learning everything I can about this ancient philosophy.
Family Life: Married to my husband, John, for 28 years and we have two wonderful children, Travis 26 and Danielle 24. My third child is my dog “Gili” who is the most amazing, friendliest dog ever!
Favorite Quotes: “If you’re not making mistakes, chances are, you’re not doing anything. I’m positive a doer makes mistakes.” – John Wooden
Kris Greene
Client Services and Operations Manager
Kris can be reached at:
Email: [email protected]
Direct Line: 480-990-9100
As Client Services and Operations Manager, over the past 14 years, Kris has worked with clients to facilitate their specific wealth management and account needs. Kris is dedicated to providing the highest quality of personalized service as she facilitates account maintenance and assists Rick as he implements the clients’ wealth management plans. Kris holds her 6 and 63 securities licenses.
Birthplace: Kris was born in Oconomowoc Wisconsin and has lived in Phoenix since she was 2
Favorite childhood memory: Singing with my sisters while doing the dishes in our kitchen
Hobbies: Baking, hiking, reading
Family life: Kris is actively involved in her church, she sings in the choir and enjoys time in the mountains with her children and grandchildren.
Favorite quote:
“He has told you, O man, what is good;
and what does the Lord require of you
but to do justice, and to love kindness,
and to walk humbly with your God?” – Micah 6:8
Victor Pereboom, CPA
Certified Public Accountant
Victor can be reached at:
Email:
Direct Line:
Coming Soon!
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