Empowering Successful Investors
Through Education

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Brent Matthew

FOUNDER / PRESIDENT / PORTFOLIO MANAGER
Being the Founder and President of Scottsdale Wealth Advisory, a multi-state registered firm held to the Fiduciary standard, Brent’s primary responsibility is cultivating full-service financial planning that puts clients’ interests first. As the Portfolio Manager, he is accountable to the families the firm represents in researching Investment, Annuity, and Life Insurance options to be utilized through appropriate asset allocation with an emphasis on tax-efficiency. “The Success of this Firm will be Measured by the Success of the Families it Represents”, he says.
Brent is currently enrolled in the College for Financial Planning and working toward earning his Certified Financial Planner (CFP) accreditation. He holds the following licenses:

Series 65 – Uniform Investment Adviser Law Exam
Arizona Life and Health Insurance Producers License

Brent enjoys all outdoor activities including; hiking, fishing, and riding his beach cruiser along the Phoenix canal system while jamming to Marshall Tucker Band, Gordon Lightfoot, and Crosby Stills & Nash.

Brandy Shuman

CLIENT SERVICES MANAGER
Brandy quickly made her mark in training Financial Advisors in how to utilize industry-leading financial planning software with Retirement Analyzer by Thomas Gold Solutions. As a graduate of Lewis-Clark State College with a degree in Elementary Education, she has a gift in teaching complex financial analysis and reporting to the clients of the firm.

Brandy is working toward earning her Series 65 – Uniform Investment Adviser Law Exam License. She holds the Arizona Life and Health Insurance Producers License.

Brandy enjoys traveling to Rodeo competitions with her husband Travis and their two daughters Rannyn and Rylee.

Amber Luedtke

Client Services
Amber is well on her way in setting the bar for what it means to provide exceptional client service. While at Charles Schwab as an enhanced services specialist she excelled amongst her peers by continually exceeding team goals through supporting Registered Investment Advisory firms identical to that of Scottsdale Wealth Advisory. She brings fresh perspective, a team-oriented attitude, and a strong work ethic with a high a level of integrity to the Scottsdale Wealth Advisory family. As a Client Services Associate of the firm her responsibilities include, building trust through exceptional service and support our valued clients deserve, one interaction at a time.

Amber currently holds the SIE and is working toward earning her Series 65 – Uniform Investment Advisor Law Exam License. She also holds the Arizona Life and Health Insurance Producers License.

Amber is a graduate of Arizona State University. She enjoys hiking, traveling, cooking and has a passion for health and wellness. 

Andrew Rojas

Investment Advisor Representative
Andrew is redefining what it means to be a traditional multi-generational financial planner. As a late millennial he has found success in effectively communicating the importance of proper diversification to the generations preceding him (Gen X, Boomers) as well as that of his own generation. Prior to joining Scottsdale Wealth Advisory Andrew was an integral component of a successful Registered Investment Advisory in Nebraska. With Andrew’s competitive nature and passion in advocating for those he serves he is a valued member of the Scottsdale Wealth Advisory Team and, the community as a whole.

Andrew holds the following licenses:

Series 65 – Uniform Investment Adviser Law Exam
Arizona Life & Health Insurance Producers License

Andy Mortenson

CLIENT CONCIERGE
Andy has excelled in the financial services industry from the onset of his career. He draws on his unique experience from his prior role as an account representative, eventually earning his way into a management roll of an INC. 500 company, where he coached prospective clients in what to look for in connecting with the right financial advisor. Today, he continues with that very same focus in positioning prospective clients, and clients alike.

Andy is working hard towards earning his Arizona life and health Insurance producer license.

Andy enjoys playing Tennis, attending University of Arizona Wildcat sporting events, and camping trips with the family at Roosevelt Lake.

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Financial Coaching Session Today!

Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms. Increase font size in this entire section. It should be easier to read.
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