Chuck Smith
Principal


W: 866-545-8390

M: 480-332-1230

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Steve Schulte
Principal

 

W: 928-726-9536

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D. Page Misenhimer, Jr.
Principal

 

W: 928-314-1488

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Lawrence Deason
Principal

 

W: 928-786-4466


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Aaron "Ret" Retford
Investment Representative

 

W: 866-545-8390

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Andrea Roberson
Client Concierge

 

W: 866-545-8390

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Aaron Dewey
Paraplanner

 

W: 866-545-8390

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Denisse Lopez
Administrative Assistant

to Steve Schulte &

Page Misenhimer

 

W: 928-726-9536

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Nancy Geraldo
Administrative Assistant

to Larry Deason

 

W: 928-783-4466

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Andrea Roberson

 

Mrs. Roberson is Wealthcare Financial's Client Concierge. Her duties include ensuring that our clients have the best possible service. This includes updating client records, addresses, and banking and financial information. She is our focal point for ensuring that the clients' accounts are registered properly - that the accounts link to our clients' estate plan (trusts) and their tax documents.

 

Mrs. Roberson joined Wealthcare Financial after several years of significant executive assistant and customer service experience. She is from Seattle and lives in Mesa with her husband and two children.