Leverage Our Experience
JFThompson Wealth Management has over 22 years of experience within the financial planning, investment advisory and insurance industry. With the diversity of education, industry and business, JFThompson Wealth Management has the foundation to provide unbiased advice to their clientele.
JFThompson Wealth Management
Jeff Thompson – Managing Partner/Financial Life Coach/Founder – Jeff has over 22 years of financial services experience, previously serving as the Managing Partner of Flagship Financial Partners, Larsen Thompson Wealth Management and as a financial consultant with Merrill Lynch. Jeff handles all client investment, insurance, wealth preservation and wealth building strategies for the firm. He is also known as The Retirement Jock, a financial/sports personality with videos on YouTube and radio shows on SoundCloud.
Michelle LeAnce-Sterling – Client Relationship Director – Michelle brings over 30 years of world class experience in advertising, marketing and client service having spent most of her previous career managing projects for some of the largest advertising firms in the world. Michelle manages all communications, marketing, and charitable and client events for the company.
Adam Carr - Wealth Advisor, MBA, and EA - Adam has over 10 years of experience providing individuals, businesses, and aspiring entrepreneurs with specialized tax consulting and tax preparation. Adam works with his clients pro-actively throughout the year to strategically reduce their overall income tax. In addition to tax consulting, Adam possesses an in-depth knowledge of financial services, with a M.B.A., Series 65, and life and health licenses.
Chrissy Callaway - Client Service Manager - Chrissy brings over 15 years of experience within the financial services industry, specifically in the areas of executive support, sales operations, relationship building, client servicing and multi-million dollar asset management. Chrissy will be providing exceptional service to our clients, maintaining client data, servicing all client accounts and assisting with client meetings.
Paul Dagner - Financial Planning Specialist - Paul has over 15 years of experience as a business owner in the service industry, and 13 years experience in the building products industry. Paul has been working the last five years in the financial services industry, most recently with Transamerica Financial Advisors/WFG.
Scott Thompson - Planning Support Representative - Scott has been with JFThompson Wealth Management for the past three years. He grew up in Gilbert, Arizona, then went on to attend Arizona State University majoring in History and is an avid New York Giants football and Arizona Diamondbacks baseball fan. Scott assists in all financial planning, risk analysis, and aggregate reporting.