Tempe, AZ Office

Kevin Zirk is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and having over 33 years of industry experience. He has maintained long-term business interests through several entities, including Zirk Enterprises, Inc. and Zirkzone, LLC. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Steve Silverman is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica since 1985. Outside of his advisory role, Silverman is involved in songwriting and owns two businesses, Bookwork Infomarks LLC and Steve Silverman Productions, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered percentage-based wrap fee structure.

Traci Vaughan is a financial advisor with Primerica Advisors in Tempe, Arizona, holding Series 63 and Series 65 credentials and five years of industry experience. Her career includes roles at Primerica Financial Services since 2005 and Wyndelts & Company PLC from 2015 to 2019. Outside of financial advising, she works part-time as a temporary warehouse worker and event server. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on percentage-based fees rather than fixed fees.

Garron Bond is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2000. Outside of advisory services, he has been involved with sales of loan products and home security referrals through Primerica affiliates and was previously a member of Bondstarr LLC in Scottsdale, AZ. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Russell Foster is a financial advisor with Primerica Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at PFS Investments Inc. since 2008 and Primerica Financial Services since 1993. Outside of financial advising, he is involved in sales of home-related products through a non-investment business in Phoenix. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Juanita Williams is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Primerica Advisors since 2017 and Primerica Financial Services since 2016. Prior to her advisory career, she was involved in Caliente Construction, Inc. and JR Graphics, LLC. Outside of financial advising, she receives non-investment compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.