Meet Our Team

Elizabeth Mahoney

Elizabeth A. Mahoney, AAMS®

Co-Chief Executive Officer, Founding Partner, Private Wealth Manager

(602) 313-1112

(602) 313-1112

Jay Spector

Jay R. Spector, CFP®

Co-Chief Executive Officer, Founding Partner, Private Wealth Manager

(480) 935-7533

(602) 429-8275

Kevin  Pitts

Kevin Pitts

Chief Investment Officer

(928) 460-5511

(602) 429-8213

Andrea Lowe

Andrea Lowe

Client Service Associate

(602) 313-1112

(602) 313-1112

Team

Team

Meet our exceptional advisors and staff that help your ship run smoothly. 

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Contact

Contact

Get in touch with us and get a consultation today.

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Blog

Blog

Our Insights on the latest happenings in the financial world.

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Events

Events

Mark your calander for Evervest Upcoming Events 

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Process

Process

Read about our multi-step process for comprehensive planning for our clients.

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Tools

Tools

Tools and resources for you to access

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Where do you want to go? Let's get there, together.

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Your Process

Consultative Planning Including Financial Blind Spots

Our History

Customized Investment Management

Shared Values

Risk Management, Asset Preservation, and Insurance

Resources

Business Succession Planning

Your Process

Charitable and Philanthropic Giving

Our History

Tax Planning Strategy Discussion

Shared Values

Income Distribution in Retirement

Resources

Wealth Building and Retirement Plan Construction

Your Process

Financial Considerations for Special Needs Planning and Guardianship/Conservatorship

Our History

Children and Education Planning (Including Budget and Investment Education)

Shared Values

Consulting and Speaking

Resources

Estate, Multi-Generation, and Legacy Planning

Want To Know More About What We Offer Click Below

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Plan for Your Tomorrow by Meeting our Team Today!

Plan for Your Tomorrow by Meeting our Team Today!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Service above self drives our organization as we partner with you to pursue your financial goals.

Weekly Market Commentary

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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