Leadership Team
Todd Douma, CFP®
Partner & Senior Wealth Advisor
Robert Smith CAP®, ChFC®, AEP®, CLU®
Scottsdale Financial Group Founder & President
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Gavin Lyons, CFP®
Partner & Chief Operations Officer
Wealth Management Team
Eric Anthony, CFP®, ChFC®
Senior Wealth Advisor
Mark Rizvi, CFP®
Wealth Advisor
Dante Peterson
Wealth Advisor
Tammy Brown
Director of Client Services
Connie Cook
Client Services
Complimentary Financial Review
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.