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Our experienced advisors can help you get financially prepared for the future. We'll look at trends that are actively shaping the markets and help you develop an investment strategy tailored to your needs. If you already have a financial plan in place, we can help you evaluate it to determine whether you’re on track to meet your goals. Our investment professionals' backgrounds can be verified using FINRA’s BrokerCheck.
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If you’ve worked with one of our Financial Advisors in the past, or if you would like to select an advisor yourself, please call or email the team member of your choice using the information provided below. You can also verify the background of our investment professionals using FINRA’s BrokerCheck.
Joe works primarily in the areas of pre-retirement planning and post-retirement needs. He has been with Desert Financial Services for over 15 years, and in the industry for more than 40 years. Prior to joining Desert Financial, he supervised more than 1,000 employees as District Manager for a major Arizona banking institution.
One of Joe’s proudest accomplishments is the large number of family and friend referrals he has received from satisfied clients.
Originally from New York, Joe has resided in Arizona for the past 42 years. He enjoys most sports—in particular ice hockey, which he played for many years. Joe and his wife enjoy the outdoors and have been blessed with four wonderful children and two granddaughters.
Dave has worked in the financial services industry since 1988, guiding members and clients get from where they are to where they want to go. “That process starts with a plan which leads us to a strategic approach to investment decisions,” he says. “In short, I provide my clients with the discipline that they often cannot or will not provide for themselves.”
Dave was formerly an Advisor at TruWest Credit Union and a Financial Consultant for Wells Fargo, Bank of America Investments and HSBC. He volunteers with the Financial Planning Association and the Chandler Compadres non-profit organization. In his spare time, Dave can be found reading, enjoying sporting activities and spending time with family.
Jason seeks to help members manage and preserve their wealth by offering a full range of investment planning strategies tailored to each client’s specific needs. He started his financial services career more than 18 years ago. Prior to joining Desert Financial Services, Jason was an advisor with Wells Fargo Private Client Services and M&I Wealth Management.
Outside of work, Jason is heavily involved in local church activities. He also belongs to Toastmasters International, a non-profit organization committed to developing public speaking and leadership skills.
Alexander Brea has spent his career focused on accumulating knowledge and the perspectives necessary to help keep you and your financial future on a steady course. Alexander understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and needs as an investor evolve, so will your vision for the future and risk tolerance. Alexander will be with you every step of the way, offering objective advice and customized financial solutions designed specifically for you. He endeavors to create a long-term, meaningful relationship with you and provide personalized financial planning advice. His investment process takes into account your investing experience, expectations for returns, tolerance for risk and the performance of your portfolio. Based on what he learns about you and your goals and an analysis of the current financial markets, Alexander designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations.Once you are comfortable with your new plan, Alexander puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Alexander began his career in financial services with a large financial institution and brokerage firm. He has obtained the Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA) designations. Away from the office, Alexander enjoys spending quality time with his family, including his two daughters, Isabella and Juliana.
Grant has been helping clients with their wealth management needs for over eight years. He started his career working with his dad at one of the largest global banks, UBS. Working for a large firm was instrumental to the expansion of his knowledge. After partnering with his father for seven years, Grant decided he wanted to work outside of a big bank. So, in January 2020, he transitioned to an independent practice, which was a great experience and an opportunity to develop his money management skills. Environmental changes led to him joining Desert Financial Wealth Management, which aligns with his community values and belief in giving back to others.
Grant is a CERTIFIED FINANCIAL PLANNER™ professional, which is an industry renowned credential for financial planners. As such, he puts his clients first and takes his fiduciary role seriously. Transparency and authenticity are cornerstones for working with Grant. He will help you tell your story in order to build a plan that can bring confidence, while also passing on your values and educating the next generation.
Grant has a passion for philanthropy. Currently, he is working on his designation as a Chartered Advisor in Philanthropy (CAP®). This designation will enhance his ability to talk to clients about their legacy goals and to plan for the goals they have beyond their needs and wants.
When Grant is not working, he loves spending time outdoors, seeing live entertainment, sports, and playing with his two boys
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Eric has 24 years of experience in the financial industry, helping clients find the right financial products for their needs. He aids members in understanding which products are most suitable, what they can expect and how much each financial product will cost.
Eric has worked as a financial advisor for the past 12 years at companies including Compass Brokerage, where he also served as bank manager. In his free time, Eric enjoys riding motorcycles, sports activities, and spending time with his wife, daughter and Labrador retriever.
A 17-year veteran of the financial services industry, Paul assists high-net-worth individuals and small business owners in working towards achieving financial goals by developing a financial plan. “This plan is then implemented by efficiently positioning assets to work towards the client’s goals, while also limiting risk and expenses. I then monitor the assets and am in contact regularly with my clientele to make adjustments as needed,” says Paul. Paul previously served as a financial advisor and Vice President at Atlas Securities/Wachovia Securities/Wells Fargo Advisors.
Mitchell works with Desert Financial Services as a registered Financial Advisor and practices in the northwest Phoenix area. An Arizona native, Mitchell began his career in the financial services industry in 1989.
He utilizes a client-focused approach to financial planning which takes into account each client’s financial goals, time limitations and tolerance for risk when making recommendations. Whether you want to ensure a comfortable lifestyle in retirement, leave a legacy for your loved ones or prepare for the unexpected, Mitchell will help bring confidence to your financial future.
Mitchell’s community involvement efforts include teaching seminary courses to high school students. He also loves spending time with his wife, Natalie and children Rylee, Macaela and Jake.
Samuel Smith employs a holistic goals-based approach to investment advisement and retirement planning for individuals, families and small business owners. Understanding that no single approach is right for everyone, Samuel takes the time to identify your financial concerns, evaluate risk and offer transparent, tailored investment strategies that are in alignment with your resources and goals. Samuel’s holistic advisory practice will help you navigate all aspects of your financial life, which includes: investment planning, estate planning services, education planning/funding for children, insurance, retirement income planning and cash management, as well as credit and lending solutions. His holistic-planning approach establishes a new paradigm by aligning financial advice with your core financial needs and striving to always do what is in your best interest.
Samuel brings a variety of financial service industry experience. Prior to joining Raymond James, Samuel’s previous roles include Financial Advisor and Wealth Management Banker with Merrill Lynch Wealth Management, as well as owner of an independent insurance practice specializing in life insurance and annuity retirement solutions.
Samuel and his family have called Arizona home for the past 15 years after moving here from Minneapolis, MN. Currently, Samuel resides in Chandler, AZ, with his wife of 20 years, Lisa, and two beautiful children, Sloane and Imanuel. In his spare time, Samuel and his wife enjoy traveling, sports (Skol, Vikings!) and involvement with the Boys and Girls Club.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matter with the appropriate professional.