Ensign Advisory Partners LLC

Andres Roodveldt is a financial advisor at Zenith Wealth Advisors with six years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at HTLF/Arizona Bank & Trust, COBIZ Wealth/BOK Financial, and First Western Trust. Zenith Wealth Advisors serves individuals, high net worth clients, trusts, estates, retirement plans, and business entities, offering portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using a range of investment vehicles and employs both traditional and technical analysis, with an affiliation to a bank and trust company that supports trustee roles and bill-pay capabilities within its Family Office offerings.

Joshua Kehm is a Series 66-licensed financial advisor with eight years of industry experience. He is currently a partner at Ensign Advisory Partners LLC and Ensign Partners, with prior roles at OneAmerica Securities, J.W. Cole Advisors, and Gaylor Active Money Management. Kehm is also an independent insurance agent and serves as a director of the Ensign Partners Foundation, in addition to participating on the finance committee of the Gilbert Chamber of Commerce. Ensign Advisory Partners LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, written investment policy statements, and referrals to third-party managers and TAMP platforms. The firm combines fundamental analysis and modern portfolio theory to build diversified, long-term portfolios and integrates a marketing and advice network that supports business-owner clients with tax, accounting, insurance, and legal resources.

James Coon is a financial advisor at Ensign Advisory Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America, Inc., PFG Advisors, LLC, and Foresight Wealth Management. Outside of advising, he is the managing member of Freedom Cleaners LLC, a business management company, and also works as an insurance producer providing life and annuity products. Ensign Advisory Partners LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using fundamental analysis and modern portfolio theory to create diversified portfolios. The firm provides both discretionary and non-discretionary portfolio management and integrates resources such as tax, accounting, insurance, and legal services for business-owner clients.