• Refer a Friend
  • Locations
  • Contact
  • Rates
  • Schedule Appointment
  • Login

  • New Loans and Accounts: 602-433-5626
  •  Service: 602-433-7000
  •  Routing # 122187238

FIND A FINANCIAL ADVISOR

Schedule your free appointment.

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.

Contact Us

Click the button below, and we will contact you within 48 hours.

CONTACT AN ADVISOR

Our Advisors

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.

Financial Advisor McKensie Badal

MCKENSIE BADAL
Financial Advisor, RJFS

Stapley Branch
Serving the South East Valley
Phone: (602) 397-0048
mckensie.badal@desertfinancial.com
1262 N. Stapley Dr.
Mesa, AZ 85203

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

McKensie has worked in finance for over seven years. She has a passion for helping her clients achieve their financial goals. McKensie is experienced in creating financial plans for all stages of life, with a focus on pre- and post-retirement. As a trusted professional, McKensie works closely with her clientele to constantly be an asset to them, utilizing the resources of Desert Financial Wealth Management and Raymond James Financial Services. In her free time, she enjoys traveling and being outdoors.


Wealth Management Advisor Daniel Hudson

Daniel Brown
Financial Advisor, RJFS

Thunderbird Branch
Serving the Central Valley
Phone: (602) 695-9105
daniel.brown@desertfinancial.com
5690 W. Thunderbird Rd.
Phoenix AZ 85306

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

Daniel is an experienced and knowledgeable financial advisor, ready to work with you to help plan you and your family’s financial future. Over the past 7 years he has worked with hundreds of clients, teaming with them to help choose, invest, and manage plans that help meet multiple objectives. As a financial advisor, Daniel's main goal is to help you make well-informed decisions on how to meet your current and future goals, including legacy planning. He also emphasizes the need to revisit an individual’s financial plans as goals and needs change. Daniel focuses on listening to your concerns, sharing the plan as it develops, including potential benefits, risks, and tax issues. Prioritizing and reviewing your financial goals with the same care and interest that he devotes to his own. Daniel looks forward to being your trusted advisor and resource as you build a portfolio of investments.

In Daniel’s spare time he enjoys time with his family, exploring the State of Arizona and attempting to play as many golf courses as he can to satisfy his love of the sport.


Financial Advisor Merissa Brinkerhoff

MERISSA BRINKERHOFF
Financial Advisor, RJFS

Prescott Branch
Phone: (928) 598-3104
merissa.brinkerhoff@desertfinancial.com
141 S. McCormick St. #111
Prescott, AZ 86303

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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.


Financial Advisor Timothy Clemens

TIM CLEMENS
Financial Advisor, RJFS

San Tan Village Branch
Serving the San Tan Village
Phone: (602) 336-5585
timothy.clemens@desertfinancial.com
2925 S. Market St.
Gilbert, AZ 85295

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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 Greenberg

JOE GREENBERG
Financial Advisor, RJFS

Serving the East Valley
Phone: (602) 336-5532
joe.greenberg@desertfinancial.com
4330 E. Southern Ave.
Mesa, AZ 85206.

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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.


Wealth Management Advisor Jacob Hudson

Jacob Hudson
Financial Advisor, RJFS

Southern and Greenfield Branch
Serving the East Valley
Phone: (602) 695-3065
jacob.hudson@desertfinancial.com
4330 E. Southern Ave.
Mesa AZ 85206

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

Jake Hudson is a financial advisor serving the Mesa, AZ area. He has been in the financial services industry for over a decade.

Jake is responsible for educating clients on developing a holistic approach to financial and retirement planning. This has included helping clients with 401(k) guidance, IRA education, retirement plans, and developing client specific financial strategies.

Prior to working for Desert Financial Wealth Management and Raymond James Financial, Jake’s roles included spending the last 3 years as a Junior Wealth Advisor for Mountain America Investment Services in Utah and working for Wells Fargo and Wells Fargo Advisors. He has worked in various banker roles, as well as in management positions. As a premier banker, he managed a book of business that included high-value and affluent clients in Arizona and Utah. His job included partnering with a financial advisor to help build portfolios and manage investments for clients.

During his free time, Jake loves spending time with his wife and two children. He enjoys outdoor activities such as boating and camping. He enjoys anything related to golf, basketball and football. He’s a diehard Utah Utes fan and enjoys traveling to football games any time he gets the chance.


Financial Advisor - Dave Jones

DAVID JONES
Financial Advisor, RJFS

East Bell Branch
Serving the North Valley and Payson
Phone: (602) 336-5500
david.jones@desertfinancial.com
3423 E. Bell Rd.
Phoenix, AZ 85032

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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.


Wealth Management Advisor Mitchell Layton

MITCHELL LAYTON
Financial Advisor, RJFS

Palm Valley Branch
Serving the West Valley
Phone: (602) 336-5510
mitchell.layton@desertfinancial.com
13200 W. McDowell Rd.
Goodyear, AZ 85395

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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.


Wealth Management Advisor Grady Melton

Grady Melton
Financial Advisor, RJFS

Union Hills Branch
Phone: (480) 625-5975
grady.melton@desertfinancial.com
826 E. Union Hills Dr. Bldg. E
Phoenix, AZ 85024

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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.


Wealth Management Advisor Walter Mego

Walter Mego
Financial Advisor, RJFS

Southern and Greenfield Branch
Serving the Paradise Valley Branch
Phone: (480) 294-5725
walter.mego@desertfinancial.com
13015 N. Tatum Blvd.
Phoenix, AZ 85032

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

Walter Mego’s investment career began over 10 years ago. Prior to joining Desert Financial Wealth Management and Raymond James Financial, his path had taken him from JP Morgan Chase as a Licensed Banker then on to Vanguard followed by three years at Charles Schwab before circling back to where it all started with JP Morgan Chase, ending up as a Private Client Advisor. Through his years of experience, Walter discovered his affinity and love for helping people live out the retirement of their dreams within his own family.

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 Veteran, in planning, saving, and investing for their retirements. This led to his desire to help others provide confidence in their financial future and live a life of significance. 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.

Walter and his wife Ashley along with their children, Vienna and Jack have called Arizona home since 2010. The Mego's reside in Scottsdale, AZ and spend their free time traveling anywhere they can, glamping in the mountains in their restored Airstream, and watching their hometown San Francisco Giants, especially at Spring Training games.


Wealth Management Advisor Sammer Miqbel

Sammer Miqbel
Financial Advisor, RJFS

Sun City Branch
Phone: (602) 885-9388
sammer.miqbel@desertfinancial.com
10725 Grand Ave.
Sun City, AZ 85351

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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 Morgan

ERIC MORGAN
Financial Advisor, RJFS

Chandler Branch
Serving the South East Valley
Phone: (602) 336-5525
eric.morgan@desertfinancial.com
1949 W. Ray Rd., Suite 34,
Chandler, AZ 85224

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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.


Financial Advisor - Jason Romero

JASON ROMERO
Financial Advisor, RJFS

Sun City Branch
Serving the West Valley
Phone: (602) 336-5594
jason.romero@desertfinancial.com
10725 Grand Ave.
Sun City, AZ 85351

 
SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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.


Wealth Management Advisor Paul Wintermantel

PAUL WINTERMANTEL
Financial Advisor, RJFS

Ahwatukee Branch
Serving the North and South Valley
Phone: (602) 336-5544
paul.wintermantel@desertfinancial.com
4940 E. Ray Rd., Suite 11
Phoenix, AZ 85044

SCHEDULE A VIRTUAL APPOINTMENT SCHEDULE A BRANCH APPOINTMENT

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.