Top financial advisors working with Hispanic, Latino, and Latinx clients in Chandler, AZ

Jeffrey Dinkel is a financial advisor with Merrill, holding the Series 66 designation and bringing 10 years of industry experience. He has worked with Merrill since 2014 and has been with Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Theresa Clemmons is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Benjamin F. Edwards since 2017 and worked previously at Wells Fargo Clearing for one year. Outside of her advisory role, she is involved with 1ST PHORM, a supplement company, where she serves as a representative. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm provides a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, employing both proprietary strategies and third-party models.

Kathleen Barrett is a Series 65 licensed advisor with Meredith Dekker Financial Services, LLC, where she has worked since 2023. She has over two years of industry experience and also operates Barrett Bookkeeping and Tax LLC, providing bookkeeping and sales tax services. Barrett has held roles at Silver Oak Securities, Inc. and Meredith Dekker Financial Services in various capacities since 2018. Meredith Dekker Financial Services, LLC offers financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative and technical methods in its planning, and integrates insurance, tax preparation, and accounting services into its offerings.

Stevi Mumma is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Matthew Clay is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Ameriprise and Raymond James Financial Services Advisors. Outside of advising, he is the sole owner and CEO of MJC Investment Properties, LLC, which manages commercial office space leased to the firm. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolios and third-party managers.

WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.

Deyka Charneco is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera in 2026, she worked at Edward Jones for three years and was involved with Biome Soaps, LLC from 2015 to 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Martha Fohlbrook is a Financial Advisor with Merrill Lynch Wealth Management who joined the financial services industry in 2022. She partners with clients to address their unique financial ambitions, providing guidance on college and education planning, family wealth management, legacy planning, liquidity management, and retirement income strategies. Working collaboratively with Vice President Senior Financial Advisor Gregory DeVoursney, Martha emphasizes investment management, retirement counseling, estate and family legacy planning to deliver comprehensive wealth management solutions. Martha holds a Bachelor of Science degree from Aquinas College in Grand Rapids, Michigan. She maintains Series 7 and Series 66 FINRA registrations and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, she serves as a resource for the local Hispanic community. Since joining Merrill, she has helped over 100 households achieve their financial goals through tailored banking and investment advice. Active in professional and community organizations, Martha is a member of the Greater Muskegon Woman's Club, Hispanic/Latino Organization for Leadership & Advancement (HOLA), Muskegon Rotary Club, and West Michigan Hispanic Chamber of Commerce (WMHCC). She is involved with several community initiatives, including Feeding America West Michigan, Grand Rapids Community College, Life Remodeled, and St. Jude Children's Hospital. In her personal time, Martha enjoys golfing, photography, reading, running, traveling, and spending time with her husband Bobby and daughter Bella.

Denisse Arebalo is a financial advisor at Pacific Canyon Investments with eight years of industry experience. She holds a Series 66 designation and has worked previously at Bay Street Capital Holdings and TD Ameritrade. Pacific Canyon Investments serves individual, family, and institutional clients, offering financial planning, portfolio management, and discretionary advisory services. The firm employs a tech-forward, innovation-focused investment approach combined with value-based fundamental analysis and provides customized portfolio solutions and educational seminars.

William Fuentes Torres is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, family wealth management strategies, personal retirement planning, and retirement income. In his role, he focuses on connecting clients to tailored plans that align with their unique ambitions, helping them pursue personal goals such as funding education, securing retirement lifestyles, and managing long-term family objectives. William brings a bilingual approach to his practice, fluent in both English and Spanish, which enables him to support the local Hispanic community with financial and retirement guidance. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). William completed his high school education at Carmen Belen Veiga. Outside of his professional work, William enjoys spending time with his wife Marian and their two children. His personal interests include cooking, exploring different cultures and their cuisines, basketball, adventure sports, hiking, scuba diving, and engaging in discussions on history, military, and economics.