OneAZ Wealth Advisors
Pursue your financial goals with the guidance of a professional.
We know that making long-term decisions about money can be difficult and even a little intimidating. There is no one size fits all strategy to building wealth, which is why we are committed to learning more about you and helping you develop a strategy towards your unique financial goals.
With offices all over Arizona, we are available to meet with you in person, over the phone, or using video chat.
Once you have identified a OneAZ Wealth Advisor located at a OneAZ Credit Union branch near you, book an appointment using our online appointment scheduler below.
Northern Arizona
Torrey Jewett CRPC®
Wealth Advisor
Covering the following branches:
- Prescott Valley
- Prescott - Gurley St.
- Prescott - Gail Gardner Way
- Chino Valley
- Cottonwood
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.
Central 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.
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
Zachary Holly CFP® CRPC®
*conferred by College for Financial Planning
Centralized Wealth Advisor
Serving clients in Central Phoenix
Southern Arizona
Support Staff
Tyra Louis-Steinke, CRCP®
Director of Wealth Management Operations
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.