Team

Chris manages the operational functions of the business and has a passion for maintaining the high standards he has created for the company.  He is directly responsible for...

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Timothy Garretson

Financial Advisor

At STF Wealth Management, Tim manages the San Diego practice and also services his clients in Arizona. He specializes in providing investment management solutions and financial planning services for the company. His experience also...

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Shannon Larson

Financial Advisor

As a financial advisor in our Phoenix office, Shannon creates solutions for her clients’ diverse financial goals. By focusing on each client’s needs and expectations, she tailors specific strategies...

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Sean Collins

Financial Advisor

A Financial advisor in our Phoenix office, Sean has nearly 20 years of experience in the financial service industry. From the dot com frenzy in the late 90’s, to the near financial collapse in 2008, he draws upon these vast...

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Patti Jones

College Funding Advisor

Patti first joined our team in 2012. Helping our clients fully understand the complete financial aid process is Patti’s top priority, as is guiding them through the college funding and financial aid process...

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Karen Levy

Client Relationship Manager

As the Client Relationship Manager, Karen’s goal is making every client feel at home here at STF Wealth Management.  She thrives on interacting with our team and clients to ensure a smooth transition...

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