Empowering Successful Investors
Through Education

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Brent Matthew

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.

Bob Grossman

Investment Advisor Representative
Bob began his career in financial management in 2015 after 25 years in sales and marketing in the publishing business. A native of New York City, Bob has a passion for making sure his clients are financially secure no matter what life events they face. Education of and dedication to his client’s success are the hallmarks of Bob’s success. His philosophy aligns with our firm’s own. “Only if my clients are living their best financial lives is my work a success no matter what income and assets they have. Find what your client’s want and get them to where they want to go!  A meeting with a financial advisor shouldn’t be intimidating and confusing. It should be enjoyable! After spending almost all his life back East, Bob is enjoying the warmth and beauty of Arizona. He loves travel,  playing tennis, being outdoors,  listening to all kinds of music and spending time with his family and dog Mollie.

Brandy Shuman

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.

Tori Ortiz

Client Services
Tori began working in the Financial Services Industry in 2022 while completing her bachelor’s degree. She is a first-generation college graduate with a bachelor’s in business management from Colorado State University-Pueblo. Tori’s experience provides a rich background in customer service ensuring a seamless experience for our clients. She strives to get to know our clients and to be of assistance in any way that she can. As a highly motivated individual Tori is always taking on new challenges and constantly setting goals for herself. She brings professionalism to our office paired with friendly customer service and a passion to help others.

Tori is working toward earning her series 65 – Uniform Investment Advisor Law Exam License. She also currently holds Life and Health Insurance Producers Licenses in the state of Arizona as well as Colorado.

As a Colorado native Tori enjoys exploring the outdoors, traveling, cooking, attending Colorado Avalanche games, and spending time with her family.

Andy Mortenson

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.

Carter Turbett

Investment Advisor Representative
Research Analyst Intern
Carter Turbett is a driven financial professional and a dedicated graduate student specializing in finance and data analytics. Having obtained a bachelor's degree from Iowa, Carter is currently pursuing a dual master's program, immersing himself in the intricacies of finance and data analytics to stay at the forefront of industry trends and practices.

Carter is actively working towards obtaining the Chartered Financial Analyst (CFA) designation, solidifying his expertise in investment analysis and portfolio management. He currently holds a Series 65 License.

In his free time, you can find Carter hitting the gym, staying active with his dog, or spending time with his family.

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‍Financial Coaching Session Today!

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