Advisors in Arizona

Rick Pendykoski
Founder and Owner of Self Directed Retirement Plans LLC
Pendykoski is the owner of Self Directed Retirement Plans LLC, a retirement planning firm based in Goodyear, AZ. He has over 30 years of diverse experience in the field of investments. His focus as an advisor changed ten years ago when he researched the world of self directed accounts and...
Goodyear, Arizona
(866) 639-0066
Glenn Lippman
Consulting Physician/Partner at Vertess
I bring over 40 years of professional experience to Vertess – my work includes being a practicing psychiatrist, a medical administrator, and an educator. During my career, I have served as a Medical Director in both the public and private settings. I have also been a Residency Director and Chair of...
Tucson, Arizona
(602) 885-2069
Nancy Newberry
Managing Director and Partner at Vertess
Before assuming my Managing Director and Partner position with Vertess, I have had multiple executive roles in the intellectual/developmental disabilities (I/DD) and behavioral healthcare fields. These included being the CEO of an Arizona behavioral healthcare agency that served over 12,000...
Tucson, Arizona
(512) 809-4981
Tom Schramski
President and Managing Partner at Vertess
I am a Certified Merger+Acquisition Advisor (CMAA), consultant, and entrepreneur with over 35 years of very successful leadership experience in the healthcare marketplace, including co-founding and building a $25 million human services company. My M+A background has incorporated national seller and...
Tucson, Arizona
(520) 975-5347
Bill Miller
Managing Director at Clear Growth Capital
Mr. Miller leads new client origination and mergers and acquisitions activity at Clear Growth. Mr. Miller is active in local and regional business associations and has many professional referral contacts. He also serves on several business association boards. Mr. Miller was formerly in the travel...
Scottsdale, Arizona
(480) 355-8413
Norman Clarke
Managing Partner at Clarke Advisors LLC
Founder, CEO and Senior Managing Partner for Windstone Capital Partners, Inc. for 8 years. Developed 15 person Investment Banking firm covering the Western part of the U.S. and providing Private Equity placements as well as MA transactions. Completed over $450 million in transactions. Prior to...
Carefree, Arizona
(602) 284-8401
Michael Gilburd
Michael Gilburd, President of ValuCorp since 2000, has more than thirty years of experience in financial transactional services and corporate development. ValuCorp provides Business Valuations, Intangible Appraisals, structure for improving the value of a business via its Value Driver Analysis and...
Scottsdale, Arizona
602-882- 2486
Phil Reese
First Choice Business Brokers
I have the background, skills, education and determination that make me especially qualified to value and market Phoenix businesses for sale, which include: Being a licensed Real Estate agent. Being a member of the International Business Brokers Association (IBBA). Being a member of...
Scottsdale, Arizona
(480) 707-7721
Jerry Crandall
Business Broker with WCI Brokers
I have over 11 years business brokerage and commercial real estate experience on the WCI team, and over 18 years of management experience in major US pharmaceutical and medical device corporations. I received my Executive MBA from Duke University and hold a Masters degree in Medicinal Chemistry. I...
Prescott, Arizona
(928) 445-1144
Ross Landreth
Medical Valuations Inc
Ross Landreth, MBA, ASA, CMAA is a expert in the field of business valuation and financial projects for medical, dental and optometry practices. Mr. Landreth received his MBA degree from California State University, East Bay in 2001 and his Bachelors degree from the University of California at...
Phoenix, Arizona
(866) 517-9998

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