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

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.