About Us

Our Team

Rick Powell

Principal | Wealth Advisor

Profile

Jessica Langdon

Operations Manager

Profile

Linda Powell

Director of Client Celebration

Profile

8985 E Bell Rd,
Scottsdale, AZ 85260

602-273-0440

[email protected]

Find us on:

Facebook page opens in new window Linkedin page opens in new window

Business Hours

Monday-Friday: 9:00am – 5:00pm

Closed on Saturday & Sunday

Directions

Securities and Advisory services are offered through LPL Financial. A Registered Investment Adviser. Member FINRA & SIPC.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, IL, KS, MD, MO, NC, NJ, NM, NV, NY, OH, PA, TX, & VA.

Go to Top

REQUEST AN APPOINTMENT

Name *

Phone *

Email *

Services *

Investment Planning & ManagementRisk ManagementTax PlanningEstate Planning