Yuerg Eichmann is a financial advisor with Swiss American Asset Management, holding a Series 65 designation and over 11 years of industry experience. He has worked at Swiss American Advisors, LLC and Horter Investment Management, among other firms. In addition to his advisory role, he is a licensed real estate agent with Homesmart and operates an independent insurance advisory business where he creates financial retirement plans and sells annuities, life insurance, and long-term care products. Swiss American Asset Management is an independent, single-advisor registered investment adviser that provides portfolio oversight and manager selection services to individual and high-net-worth clients, focusing on aligning assets with risk-based model portfolios through third-party sub-advisers.

I specialize in helping software developers and data engineers at tech companies navigate the complexity of equity compensation (RSUs, ESPPs, ISOs) and maximize their wealth through strategic tax planning. If you're vesting six figures in company stock annually and wondering how to optimize the tax hit, when to sell, and how to diversify without leaving money on the table—I can help. TYPICAL CLIENT: - $200K-500K household income - $100K-300K+ vesting in RSUs annually - Works at companies like Microsoft, Amazon, Google, Meta, Apple, Salesforce, Adobe, Intel, etc. - Dealing with: Tax complexity, concentration risk, when-to-sell decisions, Mega Backdoor Roth eligibility, AMT on ISOs MY EXPERTISE: - Equity compensation optimization (RSUs, ESPPs, ISOs) - Strategic tax planning for high earners - Diversification strategies & concentration risk management - Tech industry benefits analysis & optimization I translate complex financial strategies into clear action plans—because you'd rather spend your time coding than Googling "what happens if I exercise my ISOs." While my expertise is rooted in the tech community, I'm always happy to have a conversation with high-earning individuals and families ($200K+ household income) who value comprehensive financial planning and strategic tax optimization. If you're dealing with complex financial situations—regardless of industry—let's talk. CREDENTIALS: - CERTIFIED FINANCIAL PLANNER™ Professional - NAPFA Board Member (Genesis Board) - B.S. Finance, Magna Cum Laude | Arizona State University - Fee-Only Fiduciary Based in Arizona, serving clients nationwide via virtual meetings.

I've had a very diverse career. I’ve worked with a large book of high-net-worth families, as a manager with a retirement plan group, and as a coach and leader of financial advisors. These roles have given me the opportunity to see financial planning from many different perspectives and a depth of experience. I ultimately started Sage Saguaro Financial Planning because I wanted to focus on the part of this profession I enjoy most: working directly with people, solving problems, and building relationships that last. My favorite part of my 15+ years in the financial services industry has been crafting creative solutions to my clients’ financial challenges. Working with over 600 high-net-worth households really shows you that everyone's financial journey is unique. In providing these genuine and personal solutions, I’ve had the privilege of being there for clients during pivotal moments in their lives, and I’ve always appreciated the trust they place in me during those times. As an independent, fee-only advisor, I’m able to focus on what matters most to each client. My approach is comprehensive and practical, bringing together investments, retirement, taxes, estate planning, and the other pieces of a client’s financial life. I want my clients to understand not only what I recommend, but why it makes sense for them. While I might not have a truly unique niche, as a Millennial who has seen many friends and family members deal with the Student Loan crisis, I have created resources to provide often overlooked families with significant student loan obligations with financial planning options that can help them gain confidence in navigating their student debt situation and plan for the future. I’m based in the Greater Phoenix area and work with clients locally and virtually across the country. My goal is to be someone my clients can turn to when an important financial decision arises, someone who knows their story, understands what they’re trying to accomplish, and can help them navigate the decisions along the way. Personally, I'm both an undergrad and graduate student of Arizona State University and a proud Sun Devil, being an ASU football season ticket holder since 2010. My family loves music, where I dabble with the bass in a garage band, and my wife teaches piano. My wife and I, and our two daughters, also love to travel.

Robert Burger is a CFP®-certified financial advisor with 26 years of industry experience. He is the sole advisor at Disciplined Money, LLC, an independent firm he has led since 2015 in Phoenix, AZ. The firm provides financial planning, investment consultation, and portfolio management primarily to individual investors and their families, occasionally working with retirement plans connected to existing clients. Disciplined Money follows an investment approach based on Modern Portfolio Theory and the efficient market hypothesis, focusing on diversified portfolios using mutual funds and ETFs, and typically manages client assets directly without outsourcing.

Johnny Burris is the sole advisor at Burris Wealth Management, Inc. in Surprise, AZ, holding Series 63, 65, and 66 licenses with 28 years of industry experience. He has led Burris Wealth Management since 2014. Outside of advisory services, he is a licensed real estate broker involved in real estate activities through his firm. Burris Wealth Management provides discretionary investment management, financial planning, and tax planning/preparation services to individuals, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios based on client-specific factors and employs a range of trading strategies, with a notable affiliation to real estate brokerage services.

Matthew Baker is a financial advisor with Legacy Cornerstone Wealth LLC in Peoria, AZ. He holds the ChFC® designation and has 12 years of industry experience. Prior to joining Legacy Cornerstone Wealth, he worked at several firms including Cetera and Avantax Insurance Agency, and he is a managing partner at Epic Trust Investment Advisors LLC. Legacy Cornerstone Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment models and provides ERISA and qualified-plan services to its clients.

Todd Downing is the principal advisor at Financial Counsel, LLC, an independent firm based in Surprise, Arizona. He holds the ChFC® designation and a Series 63 license, with 14 years of industry experience and 25 years operating Financial Counsel, LLC. Outside of advisory services, he has been a licensed insurance agent since 1987, appointed with various life, health, and disability insurance companies. Financial Counsel, LLC serves individual investors and institutional clients, including pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a Modern Portfolio Theory framework and primarily manages assets through SEI-sponsored third-party programs, offering personalized portfolio management and financial planning.

Eric Matthews is a financial advisor at EDM Capital, LLC in Phoenix, Arizona, holding a Series 65 designation with 13 years of industry experience. He has worked at EDM Capital since 2017 and previously spent two years at LourdMurray (Lourd Capital, LLC). EDM Capital provides discretionary asset management, financial planning, and consulting services to individuals, trusts, corporations, and retirement plans. The firm uses model portfolios with six risk-based allocations and three management styles, including a traditional smart-beta multi-factor approach, a tax-managed option, and a Catholic/Christian socially responsible investment strategy following USCCB guidelines.

Timothy Fleming is a CFP® with 28 years of industry experience, currently operating as the sole advisor at Fleming Wealth Strategies, LLC since 2013. He also maintains a long-term affiliation with LPL Financial dating back to 2010. Outside of his advisory work, Fleming is involved in a family business that manages a cycling team and organizes group rides, and he owns a soccer coaching and tournament business; he additionally coaches soccer for the Deer Valley School District. Fleming Wealth Strategies is an independent registered investment adviser managing approximately $41.3 million for about 70 clients, including individuals, pension plans, trusts, estates, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing a combination of investment strategies tailored to client objectives and risk tolerance.

Mitchell Eaton is a financial advisor at Legacy Wealth Advisors, LTD. based in Phoenix, AZ. He holds a Series 65 designation and has three years of industry experience. Prior to joining Legacy Wealth Advisors, he worked at E&K Accounting and was affiliated with the University of Arizona. Legacy Wealth Advisors, LTD. provides discretionary and limited non-discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm develops written investment policies tailored to each client and employs both fundamental and technical analysis to manage portfolios focused on publicly liquid securities, with ongoing monitoring and rebalancing.

James Barrons Jr. is a financial advisor with First Financial Strategies, Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with First Financial Strategies, Inc. since 1988. Outside of financial advising, Barrons serves as chairman and CEO of RMG Outdoor, Inc., a company that fabricates outdoor billboards, and holds leadership roles in several other outdoor advertising and landscaping businesses. First Financial Strategies, Inc. provides investment advisory and financial guidance services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm combines fundamental and technical analysis to tailor portfolio allocations based on client-specific factors and operates under a professional alliance with Morgan Stanley, which handles custody and investment discretion while FFSI maintains a consultative role.

Joseph Harding is a financial advisor at Arcadia Wealth LLC in Phoenix, Arizona, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Holos Financial, LLC and his own CPA firm, Harding CPA, LLC, which he has operated since 2017. Harding serves as treasurer and assistant treasurer for Phoenix United Reformed Church, where he manages the budget and participates in finance and leadership committees. Arcadia Wealth provides investment management, financial planning, and consulting services to individuals, families, and businesses, employing an academic, asset-allocation-centered approach. The firm coordinates closely with an affiliated accounting practice and offers retirement-plan consulting and discretionary asset management.

Peter Shannon is a CFP® and CFA® with 12 years of industry experience, currently serving as the sole advisor at Ebis in Phoenix, AZ. He has been with EBIS, Inc. since 2001. Ebis provides investment management, financial planning, and risk-management consulting to individuals, retirement plan sponsors, and institutional clients. The firm emphasizes tax-efficient, diversified portfolios and offers institutional-grade retirement fiduciary services alongside bespoke risk consulting and educational resources.

Gregory Goodman is the sole advisor at EMRO Asset Management, LLC, based in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 5 years of experience in financial advising, alongside over 30 years as an attorney and partner at the law firm Goodman & Goodman. His dual roles in law and investment advising are notable aspects of his professional background. EMRO Asset Management is an independent, single-advisor firm serving a small group of high-net-worth individuals. The firm provides discretionary portfolio management and financial planning, utilizing multiple analysis methods and a range of investment strategies tailored to client goals and risk tolerance.

Robert Pace is the principal and sole advisor at RJ Pace Financial with 22 years of industry experience. He holds a Series 65 credential and has worked at IBM Corporation from 2002 to 2019 before founding his independent firm in 2003. RJ Pace Financial offers discretionary portfolio management and consultation services to individual investors, including retirement and taxable accounts, trusts, and family members. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversification, low-turnover passive funds, and periodic rebalancing to manage risk and pursue long-term growth and income.

Aleksander Cupi is a financial advisor with Lifetime Investments & Insurance LLC in Peoria, AZ, holding a Series 65 designation and nine years of industry experience. He has worked at Lifetime Investments & Insurance LLC since 2016 and at Lenn Corporation since 2015. Cupi is also a licensed insurance agent with his firm. Lifetime Investments & Insurance LLC is a solo advisory practice that provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a long-term investing approach based on fundamental analysis and offers both discretionary and non-discretionary management.

James Willis is the sole advisor at Beacon Bay Asset Management LLC in Peoria, AZ, holding a Series 66 designation with 23 years of industry experience. He has led Beacon Bay Asset Management since 2006. Willis also conducts educational seminars on generating income from portfolios using credit spreads on indexes, held in various cities. Beacon Bay Asset Management is an independent registered investment advisor managing approximately $26.6 million for 43 private clients, primarily individuals nearing or in retirement. The firm provides discretionary portfolio management focused on active, tactical equity strategies using quantitative, fundamental, and technical analysis, concentrating on select S&P 500 sectors with daily account monitoring.

Brian Kramer is a Series 66 licensed financial advisor with 15 years of industry experience. He has been the sole advisor and owner of Blk Financial Advisors, LLC since 2010. The firm serves individuals, including some high-net-worth clients, as well as trusts, offering financial planning and discretionary portfolio management. Blk Financial Advisors applies a mix of technical, fundamental, and cyclical analysis to construct conservative, low-turnover portfolios of stocks, bonds, mutual funds, and ETFs. The firm manages approximately $5.4 million in client assets and serves an unusually broad client base for a solo adviser, including institutional and organizational accounts such as charitable organizations, corporate, pension, and governmental clients.

Justin Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Securities America, Inc. and PFG Advisors. Outside of advising, he is involved in sales for personal protection and security services. Thunderbird Wealth Management serves individuals, high-net-worth clients, trusts, estates, and select institutional accounts, offering discretionary investment management and written financial planning. The firm employs a tactical asset allocation approach that incorporates fundamental and technical analysis, using ETFs and selective individual equities, and manages a relatively uncommon wrap fee program for its size.

Bret Hoffman is a financial advisor at Green Peaks Planning with 17 years of industry experience. He holds the ChFC® designation and a Series 66 license. His prior work includes roles at Edward Jones and Td Ameritrade, and he has operated as a sole proprietor since 2017. Outside of advising, he manages rental properties in Granby, Colorado. Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm combines fundamental security analysis with Modern Portfolio Theory, employing both passive and active funds to create customized portfolios aligned with client objectives and risk tolerance.