Our Tucson Team

Leadership

David McMenamin

CFP®, ChFC®
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Trey Andrew

Wealth Advisor

David McMenamin

CFP®, ChFC®
Managing Director, Partner & Wealth Advisor

Client Services

Veronica Adams

Client Service Associate

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Brett Carson

CFA®
Director of Research

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Jake Bleicher

CFA®
Equity Analyst

Brett Carson

CFA®
Director of Research

Jeff Harris

Trading Operations Analyst

Todd Knott

Senior Institutional Trader

Wealth Enhancement Group

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Director of Retirement Research

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Elizabeth Schanou

JD
Director of Wealth and Estate Planning

Erin Wood

CFP®, CRPC®
Vice President, Wealth Planning