Training and Onboarding

Stephanie Jones SVP, Business Development

• (480) 626-2902 or Ext. 402
• Stephanie@fiwealth.com

Matt Tucker, CFP Director of Business Development

• (602) 773-1933 or Ext. 427
• Matthew.tucker@fiwealth.com

Advisor Services

Kandice Garcia Director of Advisor Services

• (480) 626-2918 or Ext 407
• Kandice.garcia@fiwealth.com

Lisa Chai Client Relationship Manager

• (602) 975-0494 or Ext 426
• Lisa.chai@fiwealth.com

Ashley Collins Client Relationship Manager

• (480) 626-2932 or Ext 404
• Ashley.collins@fiwealth.com

Alex Hyslop Client Relationship Manager

• (480) 626-2957 or Ext 408
• Alex.hyslop@fiwealth.com

Barbara Murphy Client Relationship Manager

• (480) 626-2991 or Ext 406
• Barbara.murphy@fiwealth.com

Financial Planning

Planning Department Main Line Best Number for Early Hours

• (480) 626-1292

Nick Kaiser, CFP Director of Financial Planning

• (480) 626-2914 or Ext 417
• Nick@fiwealth.com

Murray Titterington,CIMA,CFP Financial Planner

• (480) 626-2951 or Ext 415
• murray@fiwealth.com

Trading & Portfolio Management

Darren Leavitt, CFA Chief Investment Strategist & Portfolio Manager

• Darren.Leavitt@fiwealth.com

Reporting

Josh Cooksey SVP, Director of Communications

• (480) 626-2904 or Ext 403
• Josh@fiwealth.com

Compliance

Ernest J. C'Debaca, JD, LLM, CFP, ChFC Chief Compliance Officer

• (480) 626-2970 or Ext 414
• Ernest@fiwealth.com

Maureen Maloney, Deputy Chief Compliance Officer

• (480) 608-4289
• Maureen.maloney@fiwealth.com

Christopher Shin, CFP®, Compliance Supervisor

• (480) 626-2975
• Christopher.shin@fiwealth.com

Kamara Gibbs, Compliance Assistant

• (480) 841-5831
• Kamara.gibbs@fiwealth.com