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Our Team:

Shana Despres, CFP®, ChFC®, CASL®

Certified Financial Planner

Office Number: (480) 638-2203



Robert Gershkowitz

Financial Planner

Office Number: (480) 638-2224



Howard Gershkowitz, LUTCF

Investment Advisor

Office Number: (480) 638-2190



Heidi Engel

Administrative Assistant

Office Number: (480) 638-2140



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Feel free to call us at (480) 638-2140 if you have any questions about directions to our Scottsdale Office.

If it is difficult for you to make it out to our office, feel free to ask if we can come to you or meet in the middle.

Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.