Scottsdale, AZ N Scottsdale Road Office

Kyle Irion is a Certified Financial Planner (CFP®) with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Versant Capital Management, JLFranklin Wealth Planning, Brighton Jones, and Washington Officials Association. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture that combines fundamental and quantitative analysis, and it offers a broad range of wealth management and advisory services.

Rebecca Verr is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Interocean Capital Group, M. S. Howells & Co., Ashton Thomas Private Wealth, Charles Schwab, Discover Financial Services, Keller Williams, and Lincoln Heritage Life Insurance. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a comprehensive range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and various alternative strategies.

Jason Kennedy is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at The Colony Group, LLC, InterOcean Capital, Commonwealth Financial Network, and several other firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.

Michael Carlin is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at The Colony Group, InterOcean Capital Group, M. S. HOWELLS & Co., Independent Financial Group, and Henry+Horne Wealth Management LLC. Outside of advisory work, he serves as a director for a renewable energy company and sits on the board of a chiropractic practice. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various distinct investment programs.

Bradley Kutler is a CFP® professional with five years of industry experience, currently working at Focus Partners Wealth, LLC. His prior roles include positions at Stoker Ostler, The Vanguard Group, Edward Jones, Capco, and Cognizant Technology Solutions. Outside of his advisory career, he tutors CFP and securities exam content on the Varsity Tutors platform as an independent contractor. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis alongside third-party managers when appropriate.

Shaunna Zoeckler is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including The Colony Group, LLC, InterOcean Capital Group LLC, M. S. HOWELLS & CO., Henry+Horne Wealth Management, Independent Financial Group, and Merrill. Outside of finance, she has minority ownership in a bakery business, Butta Cakes LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with various specialized investment programs.

Brett Blau is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Prairie Capital Management Group, LLC and DeMarche, along with experience outside finance in education and hospitality. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm follows a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting and advice across managed and held-away assets.

Nathan Pawlak is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at Wellspring Financial Partners and has held roles in both financial services and other sectors, including positions at Duffl, RNL Engage, and the University of Arizona. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that incorporates both active and passive strategies across various investment vehicles.

Drake Qualls is a CFP® professional with 10 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, InterOcean Capital Group, M. S. Howells, Independent Financial Group, Henry, Horne Wealth Management, and CliftonLarsonAllen Wealth Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.