7220 North 16th Street
The Rosevest Team
Founder & CEO
Experience matters. Credentials matter. Connection matters. When selecting an advisor, every client should feel at ease and confident in their decision. Knowing that the advisor has extensive education and credentials, as well as years...
Client Relationship Manager
Joy joined Rosevest Financial in 2019 with a background in marketing, communications, public relations, and political advocacy. With extensive industry experience in campaign finance, credit unions and higher education, Joy leads in...
Director of Client Care
Shawn brings over 19 years of administrative experience to Rosevest Financial, including 18 years in the financial services industry. She passionately assists clients, conducts excellent customer service, compliance management and...
Founder and CEO Ascendant Financial Solutions
A Flagstaff native and NAU graduate, Tamara chose to remain in Flagstaff to enjoy the amazing outdoor recreation in Northern Arizona and the cultural opportunities of a university town. She joined the Ascendant team in 1998. She...
RIA Client Service Specialist
Beth came to AFS in 2015 and is located in our Phoenix office. 2017 marks three decades of her specializing in the financial services industry. She first started in the Phoenix brokerage office of Transamerica where she learned the...