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:
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‍Series 7 – General Securities Representative
Series 63 – Uniform Securities Agent State Law Exam
Series 65 – Uniform Investment Adviser Law Exam
Series 31 – Futures Managed Funds Exam
Arizona Life and Health Insurance Producers License

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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.

Erik Kraus

CLIENT CONCIERGE
Erik has become a sought after personal and business development coach by many of the nation’s top insurance agents specializing in retirement planning. He is the second youngest in a family of 5 educators which has reinforced his skillset of communicating at a high level. His energy and passion for coaching financial advisors has been redirected to educating clients to become more prudent investors.

Erik is working toward earning his Series 65 – Uniform Investment Advisor Law Exam License. He holds the Arizona Life and Health Insurance Producers License.

Erik enjoys cycling, gardening, and traveling internationally with his wife Kerry.

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.

Schedule Your
‍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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Call us Direct at (480)247-9090 or mail us: info@SWAFirm.com

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