About Us

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.
What We Do
Our goal is to get to know you and understand your needs, desires, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today from managing debt to saving for college and retirement. Personal financial challenges can be overwhelming. We commit to using all our available resources to provide the guidance you need to pursue your goals.

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.
Locate an OneAZ Wealth Advisor near you:
Northern Arizona
Robert E. Nichols AIF® CPFATM
Wealth Advisor
Covering the following branches:
- Corporate Office at Pinnacle Peak Rd., 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 Rd., 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