Scottsdale - N Scottsdale Rd
Proudly Serving
Scottsdale - N Scottsdale Rd
14851 N Scottsdale Rd
Suite 105
Scottsdale, AZ 85260
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Your Scottsdale Team
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Michael Gentsch
CFP®, AWMA®, CRPC®
Regional Vice President
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Michael Carlin
AIF, WMS™
Executive Vice President, Senior Wealth Advisor
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Shaunna Zoeckler
CDFA®
Senior Wealth Advisor
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Drake Qualls
CFP®
Senior Wealth Advisor
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Jason Kennedy
CPFA, AIF
Retirement Plan Advisor
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Nathan Pawlak
Associate Wealth Advisor
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Cassie DiAntonio
Client Service Manager
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Rebecca Verr
Manager, Business Development
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William Barclay
Associate Wealth Advisor
Enjoy some of our latest resources
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August 18, 2025
Two-Minute Market Focus
In this episode, Focus Partners’ Todd Jones examines U.S. IPO activity and explores how current sector concentration relates to past periods in the market history. He also provides an update on market performance and recession indicators.
Listen to the podcast -
August 18, 2025
Monthly Investment Commentary: August 2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound from the fear that gripped the market just three months prior. While the returns are a cause for celebration, it’s reasonable to wonder if things have gone too far, too fast.
Read the article -
August 12, 2025
Market Concentration and the AI Boom
Focus Partners’ Kevin Grogan breaks down market concentration, the dominance of the “Magnificent 7,” and why diversification still matters, especially in times of tech-fueled growth.
Watch the video