Wealth management advisor page


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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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Our Advisors

If you’ve worked with one of our LPL 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.

Ted McClellan


Tempe Branch
Phone: 602-336-5504
1245 E. Broadway Rd., Tempe, AZ 85282


Ted works with members and non-members of Desert Financial Federal Credit Union, focusing on retirement planning and investment advice for clients at all life stages. He is committed to ongoing professional development so that the clients he advises benefit from his expertise in a constantly changing financial world.

Ted started his career with one of the largest financial planning firms in the nation. He moved to Arizona in 1996, where he continued to work in the financial industry as Assistant Vice President and Personal Investment Officer with a Valley bank. The opportunity to work with members, as opposed to customers, was a big reason he made the switch to Desert Financial Services in 2003.

Much of Ted’s free time is spent with his wife and two children. He also enjoys travel, golf, mountain biking and hockey.

Joe Greenberg


Stapley Branch
Phone: 602-336-5532
1262 N. Stapley Dr., Mesa, AZ 85203


Joe works primarily in the areas of pre-retirement planning and post-retirement needs. He has been with LPL Financial and 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.

LPL Financial Advisor - Dave Jones


East Bell Branch
Phone: 602-336-5500
3423 E. Bell Rd., Phoenix, AZ 85032


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.

LPL Financial Advisor - Jason Romero


Sun City Branch
Phone: 602-336-5594
10725 Grand Ave., Sun City, AZ 85351


Jason seeks to help members grow and protect 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.

LPL Financial Advisor Timothy Clemens


Gilbert Branch
Phone: 602-336-5585
1525 N. Gilbert Rd., Suite 110, Gilbert, AZ 85234


Eric Morgan


Chandler Branch
Phone: 602-336-5525
1949 W. Ray Rd., Suite 34, Chandler, AZ 85224


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.

Wealth Management Advisor Robert Nichols


Thunderbird Branch
Phone: 602-336-5520
5690 W. Thunderbird Rd., Glendale, AZ 85306


Robert focuses on retirement planning for members at all life stages. Robert has worked as a Financial Advisor for over 18 years, and has been with Desert Financial Services since 2001. He is personally committed to continuing education, so the members he advises can benefit from updated knowledge in a constantly changing financial world.

Robert earned the Chartered Mutual Fund Counselor designation from the College for Financial Planning in 1998. He is a member of the prestigious LPL Financial Patriot’s Club, which is based on annual production. Robert says he is able to provide exceptional service because he takes time to get to know his clients. Robert spends most of his free time with his wife, Michele and their children, Megan and Ryan.

Wealth Management Advisor Paul Wintermantel


Ahwatukee Branch
Phone: 602-336-5544
4940 E. Ray Rd., Suite 11, Phoenix, AZ 85044


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.

Wealth Management Advisor Mitchell Layton


Palm Valley Branch
Phone: 602-336-5510
13200 W. McDowell Rd., Goodyear, AZ 85395


Mitchell works with Desert Financial Services as a registered LPL 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.