FIND A FINANCIAL ADVISOR

Beau is an Arizona native, serving Desert Financial members throughout Greater Phoenix. He has extensive experience in the financial industry, including work in insurance and investments, debt management and budgeting.

Beau appreciates the opportunity to work with investors from all walks of life; in particular, he enjoys educating new investors on their options and the best course to meet their goals. He understands that investment goals can take many forms, and he takes the time to make sure the approach matches the client’s needs.

Beau is a husband and father of four and an active member of his church. He spends time outside of work playing games with his family and volunteering in the community, and he’s spent the last eight years as a high school football official.

Merissa Brinkerhoff is a local financial advisor and a native of Prescott. She brings over 20 years of experience in financial services with her to Desert Financial Wealth Management and Raymond James Financial. Her passion is helping clients develop a plan and grow assets that will carry them through their retirement years. Merissa prides herself in being a good listener and putting the needs of her clients above her own. Her years of experience have taught her to navigate various economic conditions and regulatory changes.

Merissa believes in a holistic approach and that a well-designed portfolio is only the beginning of a sustainable financial plan. Appointments often include discussions on income, sequence of withdrawals, tax ramifications, wealth transfer, charitable gifts, and Roth conversions.

Additionally, Merissa specializes in assisting individuals upon the death of a loved one as they navigate the tasks involved in settling an estate.

Outside of the office, you will find her enjoying time with her 3 children and her husband Jeremy. They love to play board games, hike, kayak, and participate in various church activities. Merissa loves being outdoors, especially on her mountain bike.

Cole earned his CFP® distinction in 2022 while serving as a financial advisor at Morgan Stanley, helping clients make intelligent financial decisions and guiding them to and throughout retirement. He also worked at Vanguard prior to his time at Morgan Stanley.

Financial planning with Cole means building a comprehensively structured plan paired with a relationship tailored to meet your needs. His top priority is taking clients step by step through building and executing a plan, whether their goals are short or long-term; he understands the importance of creating a goal-oriented plan and educating members on how to meet their goals.

Outside of the office, Cole enjoys hiking, meeting up with friends and attending Arizona or Pittsburgh professional sports games.

Tim joined the investment industry in 2011 and currently serves the Southeast Valley. Getting to know clients is a key focus as he works with members and existing clients to determine their retirement and financial planning needs.

It all starts with the initial introduction and builds with interactions along the way; he gathers information, educates, reviews and implements the appropriate investment strategy that works toward meeting retirement and planning needs. Tim places an emphasis on educating his clients along with reviewing clients' risk tolerance, time horizon and investment objectives before making recommendations.

Financial planning is another key focus for Tim. He meets with clients to gather information on their current financial situation, review their retirement goals, and fulfill their needs and wishes. Tim uses this data to formulate an overall financial plan and then works with clients on the implementation of the plan. The last piece of the planning puzzle is a review of the plan, with the ability to make changes along the way.

Tim’s financial services career began in 1995 and has been with Desert Financial for almost 20 years. Before this, he was with Merrill Lynch for two years and another credit union in Iowa for five years. In Tim’s spare time, he enjoys spending time with his wife Jennifer, two daughters Kailey and Sydney and longtime family friends. Tim’s hobbies include golfing, BBQ and hosting gatherings.

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.

Mitchell works with Desert Financial Services as a 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 help 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.

Grady Melton, Raymond James Financial Services Financial Advisor, has been in the financial services industry since 2009 and he is a former Assistant Vice President at JPMorgan Chase. Grady’s main focus is building strong, lasting relationships with clients and constructing holistic financial plans to help them meet their short-, mid-, and long-term goals. Whether it’s his clients’ desire to maintain their current lifestyle through retirement, save for their children’s education or simply finding ways to see better yield on their assets, Grady can help.

During his free time, you can find Grady hanging poolside with his beautiful pit bull Winnie or watching Denver Broncos football on Sundays.

Walter Mego’s investment career spans more than a decade. Prior to joining Desert Financial Wealth Management and Raymond James Financial, Walter worked at JP Morgan Chase, Vanguard and Charles Schwab. Through his years of experience, Walter discovered his love for helping people live out the retirement of their dreams.

Walter’s path to becoming a Financial Advisor started with his life-changing experience of assisting his immigrant parents and his father-in-law, a Vietnam War veteran, in planning, saving and investing for their retirements. Walter earned his associate degree from Paradise Valley Community College in 2014 and is currently working on his bachelor’s degree in Business Communication at Arizona State University. He also holds his Series 7, 66 and 63 licenses.

In 2010, Walter moved from San Francisco to Arizona with his wife, Ashley, and their children, Vienna and Jack. The Megos reside in Scottsdale and spend their free time traveling, camping in the mountains in their restored Airstream caravan and watching their hometown San Francisco Giants, especially at spring training games.

Whether it’s retirement planning or wealth preservation, Sammer Miqbel takes a comprehensive planning approach to identify his clients’ main goals and areas of concern. He enjoys collaborating with his clients on implementing a plan with customized solutions that focus on where they are now and where they want to be. Sammer joined Desert Financial Wealth Management and Raymond James Financial in 2021 and he has been in the financial services industry since 2015. His previous positions include opportunities with Wells Fargo Advisors and US Bancorp investments.

Originally from Yakima, Washington, Sammer has lived in Arizona for the past 16 years. He enjoys spending time with family and friends, and he was married to his wife Ammunah in 2022. The couple enjoys spending time outdoors and staying active playing golf and basketball.

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.

Tony has been in the financial services industry for almost 30 years and in financial advising in different capacities for 10 years. Tony and his wife Jennifer will be celebrating their 21^st wedding anniversary in March, and their 19-year-old daughter, Sydney, is in college. We can’t forget their two golden retrievers, Jack and Rookie!! Tony and his family have lived all over the country and moved to Gilbert, Arizona — the place they call home — in 2014. Tony likes to spend his free time with friends, playing golf, going to concerts and traveling.

Over a 20-year veteran of the financial services industry, Jason Romero has spent his career helping clients manage and preserve their wealth by developing and implementing a financial plan tailored to each client’s specific needs. Jason 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. Jason will work with you every step of the way, offering objective advice and solutions designed specifically for you. He strives to create a long-term, meaningful relationship with you and provide personalized financial advice. His investment process takes into account your investing experience, expectations for returns, and tolerance for risk. Based on what he learns about you and your goals, Jason designs a customized investment portfolio based on recommendations made solely with your best interest in mind. Once you are comfortable with your new plan, Jason puts it into action and reviews its performance and makes adjustments to life changes and new goals.

Originally from Hawaii, Jason has lived in Arizona for over 20 years. Outside of work, Jason is a dedicated husband and father. He is heavily involved in his church and is an avid cyclist.

Michael started his career in the financial services industry in 2015. He brings a strong background in investment management, portfolio construction and retirement income strategies to his role as a financial advisor. Michael works closely with clients to develop a planning process to simplify their investment, tax and estate-planning needs. He appreciates the complexities involved in helping clients from a variety of backgrounds.

Michael is originally from Faribault, Minnesota, and he grew up an avid hockey player and fan. He was fortunate to play junior and professional hockey for many leagues across the United States and Canada; he played his last competitive game in 2009. You can most likely find Mike at an Arizona Coyotes hockey game. He lives in Scottsdale with his wife, Christie, and their dog, Gigi.

Jason has worked in the financial services industry for over eight years. As a CERTIFIED FINANCIAL PLANNER™ professional, his comprehensive approach goes beyond investments and considers the entirety of his clients’ holdings, net worth, professional interests and personal aspirations. Known for partnering closely with clients, he crafts in-depth plans that are thoughtfully aligned to the goals they find most meaningful.

Jason is a native of Southern California. He is heavily involved in sports and has a lifelong love of football, both as a fan and a former player. He also enjoys snowboarding, traveling and staying involved in his community.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP^® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Matt is a native of Arizona with over two decades of financial industry experience. While previously with JP Morgan Private Bank, he assisted high net worth clients navigate complex financial situations. His specialties include comprehensive investment management including wealth accumulation, income generation, asset preservation and estate planning. His goal is to simplify the complicated world of investments and help clients achieve their financial goals. When he isn't working he enjoys being outdoors, playing sports and spending time with his family.

With over 20 years of experience as a financial advisor, Paul assists high-net-worth individuals and small business owners in working toward achieving financial goals by developing a financial plan. Paul says, “This plan is implemented by efficiently positioning assets to work toward the client’s goals, while also limiting risk and expenses. Then, I review the assets and am in contact regularly with my clientele to make adjustments as needed.” Paul previously served as a financial advisor and Vice President at Wachovia Securities & Wells Fargo Advisors.