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Fountain Hills, AZ East Palisades Blvd. Office

Team
Updated today

Client AUM

$64,329,156

Clients

307

Advisors

7

Of 21 advisors across 15 offices

Location

16930 East Palisades Blvd., Suite 125

Fountain Hills AZ 85268

Advisors at this office

7

Advisors at this office

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Neil S

Series 65

Fountain Hills, AZ

Acrylic Financial, Inc.

Neil Sabagh is a financial advisor at Acrylic Financial, Inc. with Series 65 credentials and one year of industry experience. Prior to joining Acrylic Financial and Brokers Alliance in 2024, he worked at Amazon from 2020 to 2024. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, momentum and moving-average models, and both fundamental and technical analysis to tailor investment programs according to client goals and risk tolerance.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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Scott M

Series 66, Series 65

Fountain Hills, AZ

Acrylic Financial, Inc.

Scott Mclaine is a financial advisor at Acrylic Financial, Inc. with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BrightWealth Enterprises, LLC and First Financial Equity Corporation. Outside of advisory services, he serves as the senior financial trainer for BrightWealth Academy, a financial training platform, and is a managing partner of a tax strategy and planning business that provides tax review and related advice. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside ongoing financial planning.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner

Brittany K

Series 66

Fountain Hills, AZ

Acrylic Financial, Inc.

Brittany Kohnke is a financial advisor at Acrylic Financial, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for three years. Outside of finance, she owns BK Training Systems, where she provides health and fitness coaching, and co-owns The Foundry Gym in Queen Creek, Arizona. Acrylic Financial offers portfolio management and financial planning services to individuals, corporations, and other investment advisers. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, using both passive and active investment models.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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Guruatma K

Series 65

Fountain Hills, AZ

Acrylic Financial, Inc.

Guruatma Khalsa is a Series 65 licensed financial advisor with one year of industry experience, currently with Acrylic Financial, Inc. He has previously worked at Prosperity Bridges and operated Khalsa Consulting for over a decade. Outside of finance, Khalsa is involved in education for responsible dog breeders and owns dog breeding enterprises. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles, utilizing a combination of passive and active investment strategies along with selection and monitoring of third-party managers.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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Charles T

CFP®, ChFC®, Series 63

Fountain Hills, AZ

Acrylic Financial, Inc.

Charles Truhlar is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Brooklight Place Securities, Inc. and Interactive Financial Advisors. Outside of advisory roles, he is the Chief Distribution Officer at Brokers Alliance, Inc., where he oversees the distribution of insurance products to independent agents. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a blend of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning solutions.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
user avatar

Amy W

Series 65

Fountain Hills, AZ

Acrylic Financial, Inc.

Amy White is a financial advisor at Acrylic Financial, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Top Return Financial for four years. Outside of her advisory role, Amy works part-time with Provider Health Solutions, assisting with human resources projects and 401(k) plan support. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and employs a blend of asset allocation, momentum models, and both fundamental and technical analysis to tailor client programs.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
user avatar

Louis M

Series 65

Fountain Hills, AZ

Acrylic Financial, Inc.

Louis Messina is a financial advisor at Acrylic Financial, Inc. with a Series 65 designation and 14 years of industry experience, including roles at Brokers Alliance Inc. He has been with Acrylic Financial since 2026. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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