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.”
Erick Krosky
Financial Advisor
Erick can be reached at:
Email: [email protected]
Direct Line: (480) 482-7127
Erick holds both Certified Financial Planner (CFP®) and Certified Financial Management Analyst (CIMA®) designations. Less than 1% of all advisors in the US hold this unique combination of designations. He has been helping people with their finances for over 22 years. Erick loves putting the puzzle together for clients and helping them reach their unique goals using a holistic approach, which includes financial planning, asset management, debt management, protection solutions and legacy planning.
Birthplace: Bridgeport, Connecticut
Passions: Church, traveling, hiking and college basketball.
Hobbies: Erick enjoys traveling with his family, especially to foreign countries. We also enjoy time with friends and hosting people at our home. Erick and Beverly are active at their church, Scottsdale Bible Church.
Family Life: Erick and his wife Beverly, live in North Scottsdale with their three children, Devin, Kaleigh and Lacie and their dog Scarlett.
Favorite Quote: “Life is not measured by the number of breaths we take, but by the moments that take our breath away.”