4648 North 32nd Street,
Camelback Wealth Consultants, a comprehensive Financial Planning and Asset Management Firm. Trusted Advisors striving to simplify your financial life. Our advisors are affiliated with one of the most respected independent broker-dealers in the industry and are truly objective in the advice and products we offer our clients. You may not have the time, desire, or expertise to properly plan and manage certain financial aspects of your life. At Camelback Wealth Consultants, we strive to provide exceptional service and to make a difference in the lives of our clients.
Mark offers over 25 years of financial industry experience, providing comprehensive retirement income planning. He is dedicated to helping his clients fulfill their financial goals and works closely to determine their personal needs in order to develop customized strategies. Mark values independence and deeply respects hard work.
Mark is a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional, Chartered Mutual Fund Counselor℠, and Life Underwriter Training Council Fellow. He graduated with a bachelors degree in Finance from Arizona State University and an MBA from Grand Canyon University. Mark currently holds FINRA Series 7,24,63, and 65 licenses. He enjoys coaching youth sports and is a member of the ASU Alumni Association and the Brophy College Prep Dad's club.
Will joined Camelback Wealth Consultants in January of 2021. Before joining Camelback Wealth Consultants, he was a software engineer. Will’s technology background will help Camelback Wealth Consultants maximize the utilization of software programs for clients including; Morningstar, MoneyGuide Pro, Riskalyze and Advisor Client. He is a Phoenix native, a proud Brophy Bronco and ASU Sundevil, who loves the Valley of the Sun. Will is steadfast in his commitment to providing the best experience for clients.
Will graduated from Arizona State University with a bachelors degree in Computer Information Systems. He currently holds FINRA Series 63, 65 and 7 licenses and is licensed for life insurance. Outside interests include: golf, gaming, outdoor sports, and spending time with family.
Leah joined the Camelback Wealth Consultants team in 2018. She is a New York native who made the move to Phoenix/Scottsdale in 2018. With her, she brings over 10 years of office experience. She is focused on maintaining a high level of customer service as well as implementing technology and systems into the office.
Leah holds a Bachelors of Science with a major in Business Management and a minor in Psychology of Management and Organizations from the CUNY School of Professional Studies. She is also licensed to sell life insurance in the state of Arizona. Outside interests include bodybuilding, cooking, and spending time with her son, Jayden.