About Us
We are a team of seven LPL Financial wealth advisors located in OneAZ Credit Union branch offices across the great state of Arizona.
No one strategy fits all, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and respond as situations occur.
Find an OneAZ Wealth Advisor located in an OneAZ Credit Union branch near you.
Our O.P.M. Approach to Wealth Management
Organize Financial Data
Set and review objectives and goals.
Plan and Project Scenarios
Propose and initiate recommendations.
Monitor and Manage Process
Towards goals and objectives.
Video: Who can invest with OneAZ Wealth Management?
Chris Peach asks your questions about building wealth and learns the benefits of investing with the guidance of an OneAZ Wealth Advisor.
Northern Arizona
Robert E. Nichols AIF® CPFATM
Wealth Advisor
Covering the following branches:
- Corporate Office at Pinnacle Peak, Phoenix
- East Flagstaff - Hwy 89
- Sedona - Roadrunner Dr
- Flagstaff - Beaver St
Torrey Jewett CRPC®
Wealth Advisor
Covering the following branches:
- Prescott Valley
- Prescott - Gurley St
- Prescott - Gail Gardner Way
- Chino Valley
- Cottonwood
Central Arizona
Michael Sammons CRPC®
Wealth Advisor
Covering the following branches:
- Phoenix - Happy Valley Rd
- Glendale - Union Hills Dr
- Glendale - ASU West
- Scottsdale - Scottsdale Rd
Michael Kincaid, CRPC®
Wealth Advisor
Covering the following branches:
- Phoenix - Monroe St
- Gilbert - Guadalupe Rd
- Gilbert - Queen Creek Rd
- Tempe - Southern Ave
Robert E. Nichols AIF® CPFATM
Wealth Advisor
Covering the following branches:
- Corporate Office at Pinnacle Peak, Phoenix
- East Flagstaff - Hwy 89
- Sedona - Roadrunner Dr
- Flagstaff - Beaver St
Zachary Holly CFP® CRPC®
*conferred by College for Financial Planning
Centralized Wealth Advisor
Serving clients in Central Phoenix
Southern Arizona
