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 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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Nancy Geraldo

 

Ms. Geraldo recently joined Wealthcare Financial. She brings with her five years of experience as a legal secretary. Her responsibilities include maintaining our advisors' schedules, directing calls, processing legal documents, and resolving customer service issues. She also serves as the administrative assistant to Mr. Deason.

 

Ms. Geraldo attended Arizona Western College and has lived in Yuma for most of her life.