SCOTTSDALE WEALTH MANAGEMENT TEAM

Contact Us Now

Address:
7333 E Doubletree Ranch Rd.
Suite D-200
Scottsdale, AZ 85258
Hours: 8 a.m. – 4 p.m.

Phone:
(480) 482-7120
Or have one of our representatives contact you.

MEET THE  WEALTH MANAGEMENT TEAM

Jonathan Zweifel* ,CFP®

Series 7, 9, 10, 24, 52, 63, 65 and CA Insurance Lic.: 0H58157

Branch Manager and Owner

Jon can be reached at:

Email: [email protected]
Direct Line: (480) 482-7118

Jonathan received his B.S. in Finance from Arizona State University and graduated Summa Cum Laude. He takes pride in developing personal and professional relationships with each of his clients by offering a personalized approach to investment planning. Jon specializes in retirement and income planning for clients.

Birthplace: Malin, Oregon

Passions: Flying – Jon is a commercial pilot and enjoys flying his Mooney around Arizona.

Hobbies: While away from the office, Jonathan enjoys sailing, camping, and spending time with his family. Staying active in his community, he volunteers as a Venture Leader for a local Boy Scout Troop. He is proud to be an Eagle Scout.

Family Life: Jon and his wife, Michelle, reside in Chandler with their four children, Jathen, Brylee, Emma and Ryder.

Donald McAbier*

Series 6, 7, 63, 66, AZ Insurance Lic.: 91963 and CA Insurance Lic.: 0F78073

Financial Advisor

Donald can be reached at:

Email: [email protected]
Direct Line: (480) 482-7119

I like to learn about my client’s lifestyle goals both short and long term then implement and monitor a plan they help create. With 30 years’ experience helping individuals and business owners, we focus on issues of longevity, tax exposure and retirement income stability to help avoid unexpected circumstances.

Birthplace: Alexandria, VA but grew up in Northeast Ohio

Favorite Childhood Memory: Growing up in rural Ohio, we had a blast playing all day in the woods, creeks, and farm fields.

Hobbies: Love to hike and bike desert trails. I also enjoy building furniture from reclaimed materials.

Passion: The game of golf. Not just playing it but, everything around it. I find the history of gold and the evolution and design of equipment amazing. Attending professional golf events is always a highlight for me.

Family Life: I have been married to my wife and best friend Leslie for 30 years plus our dog, Stella.

Favorite Quotes: “Everyday ordinary people do extraordinary things.”