Board of Directors

President

BMO Private Bank
480-348-7769

President Elect/Vice President

WealthPoint
512-557-6954

Secretary

Plattner, Schneidman, Schneider & Jeffries, PC
602-274-7955

Treasurer

Eide Bailly LLP
602-264-8608

Past President

Wells Fargo Advisors
480-315-5216

Board Member

Kotzin Valuation Partners
602-544-3569

Board Member

The Northern Trust Company
602-468-2542

Board Member

Calivas & Jovanovic Financial Strategies Group of Wells Fargo Advisors
623-876-4847

Board Member

Childers & Coventry
623-972-3819

Board Member

Curley & Allison, LLP
602-953-7730

Board Member

Warner Angle
602-264-7101

Board Member

Eide Bailly LLP
602.264.8641

Board Member

Caliber Wealth Development
480-295-7600 x 1821

Board Member

Frazer Ryan Goldberg & Arnold LLP
6022772010

Board Member

Versant Capital Management, Inc.
602-635-6810

Board Member

EJS Financial Management, LLC
602-370-8743

Board Member

Snell & Wilmer LLP
6023826000

Use of this membership listing for mass solicitation is prohibited. Associate Members self-select professional disciplines and self report professional credentials. It is the Associate Member, not the CAEPC that is responsible for the accuracy of that information. Users of this database, whether professional or public, are responsible for verifying the accuracy of any information contained in the membership directory.