Last Update: 10/1/21


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Robbie Petrillo
Pinnacle Plan Design


Oct

Dale/William

Dale Walters
Beach Fleischman


Oct

Dale/William

William Cerynik
Amplify


May

William/Dale

Lisa Rehburg
Rehburg Life Settlements


Mar

Adam


Rachel Kleinman
Dimensional Fund Advisors


Apr

Matt Miller

Lisa Stratton
Arizona Community Foundation


Sep

Colleen Hallinan

Kimberly Kur
Arizona Community Foundation


Sep

Colleen Hallinan

Rob Kanyur
Fairway Reverse Mortgage


Feb

Murray


Josh Johnson
Templeton Financial Services

Sep

John Chichester

Len Templeton
Templeton Financial Services

Sep

John Chichester

Ed Kraft
Zia Trust Company

Oct

Drake Qualls

Baron Capital

Nov


Laura Scaramella
University of Arizona


May

Ken Osborn

Eric Lane
Dimensional Fund Advisors


Apr

Matt Miller

Daniel McDonald
University of Arizona
Take Charge America Institute

May

Ken Osborn

Victoria Meyer
University of Arizona
North Valley Campus

May

Ken Osborn


Buckingham

Jan

NAU

Dec

Steve Pointer
Cantor Fitzgerald

Jul

Jenna Biancavilla

Eric Pickens
Vanguard


Feb

Thomas Rindahl

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed


C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261


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