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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Scott Grone, ChFC

Senior Financial Planner

(480) 424-7271

(480) 424-7275

Robert J. Westbrook, CLU, ChFC, CFP, AIF

Certified Financial Planner (CFP)®

(480) 424-7271

(480) 424-7275

Denise Giannotti

Marketing Director

(480) 424-7271

(480) 424-7275

Sharon McCoy

Property & Liability Customer Service, Westbrook Insurance Services, Inc.

(480) 424-7271

(480) 424-7275

Sharon is not affiliated or registered with Cetera Advisor Networks. Any information provided by Sharon is in no way related to Cetera Advisor Networks, LLC or its registered representatives.

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Linda Peterson

Director of Operations

(480) 424-7271

(480) 424-7275

Jackie Westbrook

Property & Liability Representative, Westbrook Insurance Services Inc.

(480) 424-7271

(480) 424-7275

Jackie is not affiliated or registered with Cetera Advisor Networks. Any information provided by Jackie is in no way related to Cetera Advisor Networks LLC or its registered representatives.

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