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Kyle I
CFP®, Series 66
Scottsdale, AZ
Focus Partners Wealth, LLC
Kyle Irion is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at firms including The Colony Group, LLC, Versant Capital Management, and Brighton Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.
Rebecca V
Series 63, Series 66
Scottsdale, AZ
Focus Partners Wealth, LLC
Rebecca Verr is an advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Charles Schwab and Interocean Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Jason K
Series 63, Series 65
Scottsdale, AZ
Focus Partners Wealth, LLC
Jason Kennedy is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Colony Group, Commonwealth Financial Network, and Retirement Wealth Partners LLC. Kennedy is based in Scottsdale, AZ. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment advisory, financial and tax planning, and employee benefit consulting. The firm employs an enhanced open architecture investment approach that integrates active and passive strategies, third-party managers, and private funds, while also providing access to affiliated private funds and specialized financial products.
Michael C
Series 63, Series 65
Scottsdale, AZ
Focus Partners Wealth, LLC
Michael Carlin is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, InterOcean Capital Group, and M. S. Howells & Co. Outside of advising, he serves on the board of a chiropractic practice and is a director at a renewable energy company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing a range of wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.
Bradley K
CFP®, Series 66
Scottsdale, AZ
Focus Partners Wealth, LLC
Bradley Kutler is a CFP® and Series 66 licensed advisor with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Stoker Ostler, The Vanguard Group, Edward Jones, Capco, and Cognizant Technology Solutions. Outside of his advisory role, he tutors CFP and securities exam content as an independent contractor for Varsity Tutors. Focus Partners Wealth, LLC serves individual and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.
Shaunna Z
Series 63, Series 66
Scottsdale, AZ
Focus Partners Wealth, LLC
Shaunna Zoeckler is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at The Colony Group, InterOcean Capital Group, M. S. Howells & Co., Henry+Horne Wealth Management, Independent Financial Group, and Merrill. Outside of advising, she has minority ownership in a local bakery business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and family office support. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.
Brett B
Series 65
Scottsdale, AZ
Focus Partners Wealth, LLC
Brett Blau is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation and three years of industry experience. Prior to joining Focus Partners Wealth, he worked at Prairie Capital Management Group, LLC and DeMarche. He also has experience outside the advisory industry, including roles at Rockhurst University and Indian Hills Country Club. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.
Nathan P
Series 65
Scottsdale, AZ
Focus Partners Wealth, LLC
Nathan Pawlak is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ. He holds a Series 65 designation and has two years of industry experience. Prior to joining Focus Partners Wealth, he worked at Wellspring Financial Partners and Duffl, among other roles. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. Their investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.
Drake Q
CFP®, Series 63, Series 65
Scottsdale, AZ
Focus Partners Wealth, LLC
Drake Qualls is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, InterOcean Capital Group, M. S. Howells, Independent Financial Group, Henry, Horne Wealth Management, and CliftonLarsonAllen Wealth Advisors. His credentials include Series 63 and Series 65 licenses. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.
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