AZA Capital Management

Bunn Fawcett is a financial advisor at AZA Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Castleview Partners, LLC and Kestra Financial Services, Inc. He serves on the board of directors for the Southwest Arkansas Water District, contributing in a community and civic capacity. AZA Capital Management provides fee-only investment advisory and wealth management services to individuals, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative and qualitative research to implement tactical asset allocation strategies, primarily focusing on index-based ETFs and customized bond portfolios.

Jeffrey Keen is a financial advisor at AZA Capital Management with 16 years of industry experience. He has worked at AZA Capital Management since 2005. Outside of his advisory role, Mr. Keen owns Broadreach Enterprises, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Michael Vogel is a ChFC® with 19 years of industry experience, currently serving as an advisor at AZA Capital Management since 2019. He previously worked at Arete Wealth Advisors LLC from 2016 to 2019 and has owned MC Vogel LLC, an investment-related business, since 2002. AZA Capital Management is a fee-only advisory firm that serves individuals, high-net-worth clients, other financial advisors, institutions, retirement plans, and charitable organizations. The firm utilizes quantitative and qualitative research to implement tactical allocation strategies, primarily using index-based ETFs and customized bond portfolios.

Ross Blauwkamp is a financial advisor at AZA Capital Management in Chicago, IL, holding Series 63 and Series 65 registrations with 12 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC and M.C. Vogel, LLC. AZA Capital Management is a team-based firm serving individuals, high-net-worth clients, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical allocations within index-based and customized portfolios, offering a range of services including financial planning, separately managed accounts, and management of held-away assets.

Michael Lafontaine is a financial advisor at AZA Capital Management in Chicago, IL, with 19 years of industry experience. He has been with AZA Capital Management since 2009 and holds a Series 66 designation. Outside of his advisory role, Mr. Lafontaine owns Harbour Capital Holdings, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm employs tactical, multi-factor asset allocation strategies primarily using index-based ETFs and dynamic equity and fixed-income shifts, and it frequently acts as a sub-advisor and strategy provider to other advisers and platforms.

Christopher Recker is a financial advisor at AZA Capital Management in Chicago, IL, with 18 years of industry experience. He has been with AZA Capital since 2014 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory role, Mr. Recker owns Atmos, LLC, a business focused on operational continuity services unrelated to investment management. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm employs quantitative and qualitative methods to implement tactical, multi-factor asset allocation strategies primarily using index-based ETFs and custom fixed-income portfolios, and it frequently acts as a sub-advisor or strategy provider to other advisers and platforms.

Barbara Kelly is a financial advisor at AZA Capital Management with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Castleview Partners, LLC and InterOcean Capital. Outside of her advisory role, Ms. Kelly serves as Director of McLennan Partners Ltd., a UK company investing in a bed and breakfast, and owns Mint Private Enterprises, LLC, which provides administrative services for a family office. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm uses quantitative and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and also acts as a sub-advisor and strategy provider to other investment advisers and platforms.