Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Kevin is a former member of the U.S. Army, serving in several domestic locations including Ft. Bragg, NC and internationally in Frankfurt, Germany.
Kevin obtained a Bachelor of Science degree in Finance from California State University - San Jose, and an M.B.A. from Golden Gate University in San Francisco. He is also a graduate of the United States Military Academy Preparatory School.
He previously worked for a Fortune 50 company (UPS) as Director of Finance & Treasury in their Worldwide Corporate Headquarters office in Atlanta, GA, as well as overseas in their Asia Pacific Headquarters office located in Singapore.
He is a former licensed Stock Broker, and Financial Planner with Baraban Securities Incorporated, Primerica Financial Services, and Symmetry Financial Group.
Kevin is currently licensed in CA, NV, AZ, WA, and OR, to advise on Retirement Planning, Wealth Building Strategies, Creating Guaranteed Lifetime Income Streams, Index Universal Life products (IULs), Premium Financing (creating a "leveraged pension plan"), and Retirement Protection Strategies.
He is a Certified Financial Fiduciary® (CFF), Accredited Wealth Management AdvisorSM , and holds the Series 65 Investment Advisor Representative license.
Kevin is President and Founder of WonStar Financial Group and serves clients in the United States Northwest Region.
CDI License #0B57014; NV DOI License #3385232; AZ / OR DOI License #2626665; WA IP License #998872 .
Don III, also known by many as “DC,” is a fee-based financial planner who specializes in tax planning. His core belief is that a solid holistic financial plan creates a strong foundation for a successful future.
Using his 10+ years of experience, his primary work involves analyzing the financial picture of each of his clients through a thorough process that considers personal objectives, future goals, and risk tolerance.
As an investment advisor representative of Prosperity Capital Advisors, DC also helps his clients by providing them with investment advice. His philosophy is focused on controlling what you can control about your investment experience (fees, taxes, diversification, etc…). He also works with his clients in a fiduciary capacity and as a result, he is required by law to act in his clients’ best interest.
DC’s background in holistic planning is what really appeals the most to many of his clientele. One of the unique aspects of his holistic planning process is that he really focuses on tax efficiency with the implementation of tax reduction and tax management strategies throughout the financial planning process.
On a more personal note, DC’s wife Reshma Chamberlin is co-founder of direct to consumer women’s travel and swimwear brand Summersalt. When they aren’t working, DC and Reshma enjoy exploring different cultures by traveling the world together.
For nearly a decade, Danielle has specialized in working alongside families who are nearingretirement or already retired.Her primary focus is on creating investment and income plans, while also incorporating social security and tax-saving strategies.As a licensed Series 65 Investment Advisor and Certified Financial Fiduciary(R), the guidance Danielle provides is held to the highest industry standard. She also carriesLife, Health, & Sickness Insurance licenses.
Danielle works alongside Jeff Junior and the Trajan Wealth Team, operating out of the Salt Lake City-based office. Trajan Wealth is a SmartVestor Pro and is proud to be vetted by Dave Ramsey. Danielle values open, prompt communication and relationship building with her clients; and she provides honest guidance and education, whileempowering her clients to achieve financial peace of mind. Having worked for both Independent Firms and in the Broker Dealer space with UBS Wealth Management, she has gained great insight into the finance industry. Danielle says she prefers working independently, with a firm like Trajan, because she can offer unbiased advice and financial products that are truly in the best interest of the client.Danielle has a published advisor training series, “Back to Basics” and has been featured on national television on CNBC, ABC, FOX, and PBS.
Born and raised in Wisconsin, Danielle’s blue-collar roots taught her the value of a dollar at a young age and motivated her to work her way through high-school and college at the University of Arizona, Eller College of Business, graduating cum laude. She attributes who she is today to her upbringing;integrity, honesty and family comprise the foundation upon which she has built her life and career.
In her free time, Danielle enjoys adventuring around Park Citywith her young daughters, Claire and Everly. Her husband, Will, is anAir Force Blackhawkhelicopter and airplane pilot. As a family, they ski, bike, travel and root for their NFL teams, the Green Bay Packers and Denver Broncos.
Vickie entered the Financial Services space in 1993 where she immediately found her passion for helping clients, specifically in determining the paths they need to take on their own unique financial journey. Vickie believes in open, honest communication with her clients to build lasting, lifelong relationships. “Helping my clients make difficult decisions that ultimately shape their future is a privilege, and a responsibility I take great pride in.”
Vickie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Wanting to provide the highest standard of care for clients, she also holds the Certified Financial Fiduciary® designation. Vickie holds FINRA Securities Registrations Series 7, 6 and 66.
Vickie currently leads the Scottsdale/Arcadia chapter of The W Source™, a female-centric networking group providing women a place to collaborate and help one another grow professionally by providing quality resources for clients and connections to local businesses and professionals. Vickie was also published in the 2018 and 2019 KNOW Phoenix, 100 plus women you want to know and do business with*.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are, they representative of any one client’s evaluation.
*Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF.
Proudly serving individuals, families and business owners as an Independent Financial Advisor, since 1999.
Mr. Desberg began his career as an Investment Advisor Representative in Scottsdale helping his clients prepare and plan for their future. The same year, he founded the independent financial services firm, Desberg Financial, and expanded his practice throughout Arizona.
Prior to calling Arizona home in 1996, Todd attended school near Cleveland in the small town of Chagrin Falls, Ohio.
Todd eventually enrolled in graduate school at the University of Arizona from 1997-1998 to study Public Health, Law, and Business Administration and he received his Bachelor of Science degree from Ohio University. He graduated Cum Laude, with honors in 1995, majoring in Health Services Administration and Business Administration. Todd was also recognized as an outstanding student-athlete and was awarded an athletic scholarship for competing on the University’s NCAA Division I wrestling team from 1990-1994.
Today, Todd is committed to maintaining the highest standards, integrity and professionalism in the work he does for every single family. His strong desire for helping people enables him to fully understand each client's unique situation, so he can deliver quality products along with the personalized service that people deserve.
Professional Career
Mr. Desberg holds a Life and Health Insurance license and maintains the following Securities licenses: Series 6, 7, 63, and 65.
Family life
Married to Melissa in 2005 and happily raising their son and daughter in Scottsdale. They are a family of mountain bikers and outdoor enthusiasts.
Volunteer Service
Todd passionately supports the following 501(c)(3) non-profit organizations:
Head Coach - Desert Mountain High School and Mountainside Middle School Mountain Bike Team in Scottsdale. Affiliated with the North Valley Riders Mountain Bike team through the Arizona Interscholastic Cycling League (AICL) and the National Interscholastic Cycling Association (NICA).
Past President, Endowment Chairman and Executive Board member for Tucson - Dollars for Scholars, a Scholarship America organization. Proudly dedicated to supporting local high school graduates attending the University of Arizona by awarding over one million dollars in renewable scholarships to highly qualified young men and women.
Financial Literacy Educator - Junior Achievement of Arizona.
Known throughout Central Ohio for his knowledge and experience in retirement planning, Greg Taylor takes the time to carefully learn each family’s unique needs and to help them develop their own individualized retirement plan.
Greg’s vision is to help retirees “re-think” how they manage their financial portfolios. He has created the Family Endowment Portfolio to help create a more predictable and efficient path to achieving your investment goals. His focus is to reduce risk, help protect and grow assets and create an income-generating plan. Greg believes that if you Plan Smart, you can have the security and peace of mind that you can, Retire well.
Greg and his wife, Kristin co-host the weekly radio show Winning Retirement heard every Saturday and Sunday on 610 WTVN. He teaches periodic retirement classes held at the Fawcett Center on the Ohio State University campus. His articles on financial planning have been featured on Forbes.com, Fortune.com and Money.com.
Greg and Kristin live in Grove City with their three boys and their adorable Teacup Yorkie, Belle. Greg enjoys golfing, working out, hanging out with his family and Buckeye Football.
I became a financial advisor to deliver professional advice with a personal touch. Rather than offer cookie-cutter solutions that work for no one, my recommendations are always tailored to the individual and their loved ones.
I believe that exceeding client expectations is not only my duty, but a key to my success.
I live in the Pennsylvania wilds area and enjoy spending time outdoors and with my family – wife Maleigha and children Sofia, Jackson and Grayson
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