WEALTH MANAGEMENT BLOG

Join the Conversation

Congrats to Partner and Senior Wealth Advisor, Steve Taddie, for his inclusion in the 2022 Arizona Business Leaders as noted by AZ Big Media.

“The truth of the matter is that the best leaders possess an elusive mix of talents, traits and qualities that cannot be easily defined. If those traits could be defined and duplicated, we wouldn’t have the special women and men who rise to the tops of their industries. The leaders you will see profiled in the pages of this magazine were selected from a pool of more than 5,000 of the most innovative entrepreneurs and the best and brightest Arizona business leaders in healthcare, real estate, construction, education, banking, financial services, manufacturing, technology and law. Over the course of more than two dozen meetings, that list of 5,000 leaders under consideration was paired down to about 500 names, which the selection panel considered to be the most influential leaders in their industries.”

We are thrilled to have Steve included in such a great group of Arizona leaders!

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

Pin It on Pinterest

Share This