AzBusiness Leaders 2020

Page 56

banking & finance // WEALTH MANAGEMENT

A STEPHEN TADDIE Managing partner // Stellar Capital Management // Taddie is responsible for establishing the firm’s economic outlook and forecast, which drives overall allocation, industry weightings for stocks and maturity selection for bonds. He has more than 30 years of professional experience, and is a contributor to the national economic forecasts for Bloomberg, the NABE Outlook, the regional Western Blue Chip economic forecast, and is a member of the Arizona Legislative Finance Advisory Committee. Personal strengths: “Hard work, persistence, understanding the value of ‘trust,’ and spending time with high-quality people. Being trusted, and trusting others is critical to becoming, and remaining successful. Associating with other high-quality individuals is most important if you are going to trust others.”


B NEAL THOMPSON President // Thompson Wealth Management // B

Before founding Thompson Wealth in 2010, Thompson began his career at Voya Financial (ING). His primary responsibilities include managing client relationships, leading the firm’s business development initiatives and setting the vision for the firm. On a national level, Thompson is recognized as one of the leading subject matter experts on the topic of retirement planning for federal government employees. Professional advice: “Don’t attempt to improve in areas you’re weak in. Identify your unique strengths — the thing(s) that energize, excite and come naturally to you. Develop and build upon those strengths. The former will lead to mediocrity and frustration. The latter will allow you to achieve new levels of success, fulfillment and add enormous value to clients you serve.”

C LENNARD VAN DER FELTZ Founding partner // Pinnacle Financial Advisors // Van der Feltz is a founding partner of Pinnacle Financial Advisors, which assists individuals, families and businesses with financial planning and wealth management. With more than three decades of experience in the business world, holding positions in business operations and information technology, he has dedicated nearly half of that time to the craft of financial planning, specializing in investment and insurance optimization for tax efficiency, as well as unique challenges of clients’ international portfolios. Personal strengths: “I attribute my success to persistence, a desire to relate well to others, the ability to design solutions around complex situations, and an off-beat sense of humor that has been critical in both good and challenging times.” E

D JAMESON VAN HOUTEN CEO // Stonegate Capital Advisors // Van Houten is a leading investment and estate planning authority, lecturer, consultant, CFP and CEO of Stonegate Capital Advisors, helping and counseling wealthy individuals and businesses nationally and internationally. Van Houten attended Pepperdine University, later transferring to the Barrett Honors College of Arizona State University, where he was awarded Most Outstanding Graduating Senior and Valedictorian from W.P. Carey School of Business, graduating Summa Cum Laude with a 4.0 GPA. At 16 he began trading stocks, bonds and mutual funds and by 18 progressed to option trading/margins for his personal accounts. This eventually led him to pursue his passion in financial and tax planning, and later earning the prestigious Certified Financial Planner designation.

E TREVOR WILDE Managing director // Wilde Wealth Management Group // C


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Wilde, who holds the Accredited Investment Fiduciary designation, is co-founder and managing director of Wilde Wealth Management Group, an award-winning independent financial advisory firm providing comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof with offices in Scottsdale, Tempe, Glendale, Tucson and Payson. Personal strengths: “I think learning how to set short- and long-term goals, both big and small, as well as my ability to both work in and on a team and as its leader assess talent and designate responsibility have helped me immensely both in my industry and career.” Professional advice: “Make time for the important things in life. There is no pause button.”

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