Category: Scottsdale

05 Feb 2018

Jeff Young

Senior Vice President – Investments
jcyoung@ffec.com
(480) 778-2041

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

Jeff Young has been an Investment Advisor Representative and Financial Planner since 1982.  He joined First Financial Equity Corporation in 2001 and serves in the Private Client Group and is the firm’s real estate Due Diligence advisor. Jeff is a Investment Advisor Representative and has his insurance license and an Arizona real estate license.  He is also a member of the Financial Industry Regulatory Authority (FINRA) Board of Arbitrators.  He is a former board member of the Real Estate Investment Securities Association; a Founder of the Independent Rental Owners’ Council (IROC) in Arizona, former member of the Board of Director’s of the Arizona Multihousing Association (AMA) and owns Young Properties, LLC.

Jeff graduated from the University of Houston (BA, Journalism, 1970) and is a retired Army Reserve Officer (Lt. Colonel, Infantry).  He is also a graduate of the U. S. Army’s Command and General Staff College (1985).  He served for twelve years of his Army Reserve career at the Pentagon in Washington, DC.

Jeff is a frequent lecturer and writer on various economic and investment topics.  In 1980, he won Toastmasters International’s World Championship of Public Speaking and is a nationally-known speaker at conferences and conventions throughout the nation.  He also is on the faculty of the Arizona School of Real Estate and Business in Scottsdale teaching business and investment classes.

As a personal investment advisor, Jeff works one-on-one with his select clients in Portfolio Asset Allocation and Investing during both the accumulation and distribution phases of an investment life with the goal of achieving specific client goals and objectives.  He and his staff work with Attorneys and CPA’s in Estate and Tax Planning exercises and advises clients on retirement and income issues.

Jeff and his wife Jane live in Scottsdale and have three grown children.

For more information and helpful tools, please visit www.JeffYoungffec.com.

05 Feb 2018

Randy Sitzman

Scottsdale Office
7373 N. Scottsdale Road Suite, D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

Randy Sitzman is the COO of First Financial Equity Corporation’s Scottsdale office. He has over 29 years experience in the financial services industry. Prior to FFEC Randy was with Morgan Stanley for 15 years serving as Branch Manager and Financial Advisor. He started his career in Billings with Shearson Lehman/ Smith Barney as a Financial Advisor.

Randy holds a Bachelor of Science degree from Montana State University of Bozeman.

CRD# 1705671

05 Feb 2018

Paul D. Scott

Vice President – Investments
pscott@ffec.com
(480) 778-2011

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

Paul Scott likes to meet with his clients in person to find suitable investment vehicles, determine time frames for investments and their risk tolerance. With 11 years in the securities business, Paul specializes in retirement planning, covered call option strategy and 529 plans. He believes in asset allocation with “patience and persistence”.

Paul earned his B.S. degree from ASU. As a 17 year Arizona resident, Paul enjoys golfing and hiking. He has also traveled the world for 8 months through 16 countries. He is currently the president of the Business Network International. He is also a member of Krav Maga, Sigma Alpha Epsilon and the handler for German boxer Cleopatra.

05 Feb 2018

John Schooler, CFP®, ChFC®, CFS®

Senior Vice President – Investments
jschooler@ffec.com
(858) 397-5652

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

John began his career in 1993. By guiding his clients through a discovery process tailored to uncover their unique goals and risk tolerance, John helps clients explore what is important about money to them. In 2010, he partnered with John Page to bring their individual talents and expertise to serve clients.

Specialties: Personalized and Disciplined Wealth Management, Financial Planning and Assisting Corporate Executives with Executive Benefit Plans, Advanced Estate Planning.

CFP® (Certified Financial Planner)

ChFC® (Certified Financial Consultant)

CFS® (Certified Funds Specialist)

California Life and Health Insurance License

To learn more about how my partner, John Page, and I may impact your financial future, visit our website at www.johnandjohnffec.com.

05 Feb 2018

Michael Pryor

Vice President – Investments
mpryor@ffec.com
(480) 778-2082

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

Michael Pryor was born and raised in Southern California.  He attended the University of Southern California with a degree in economics.  While at USC he was a member of Phi Kappa PSI fraternity.

Michael married in 1988 and has 3 lovely daughters. Two have graduated from the UofA and one attended ASU. Michael welcomed a grandson in 2018.

Michael started his financial career at Merrill Lynch in southern California in 1983. He then moved to Arizona in 1984 to pursue a partnership in a boutique financial planning company. Mike then worked for Smith Barney for 10 years before making the move to First Financial Equity Corporation.

Michael values his clients and is committed to providing them with high-quality investment guidance and personalized service.  All investment recommendations are based upon thorough discovery of client investment objectives and expectations.  Personal portfolios are a designed based upon this evaluation process.

Michael enjoys outdoor activities that include golfing, hiking, hunting and fishing.  Michael is also a member of Paradise Valley Country Club.

05 Feb 2018

Michael Prahl

Senior Vice President – Financial Advisor
mprahl@ffec.com
(480) 778-2029

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

Michael Prahl feels that relationships build the foundation for true long-term growth opportunities. A native Wisconsinite, he has relocated from North Carolina to call Phoenix home. Mr. Prahl specializes in securities and finance with a focus in asset allocation for retirement planning and long-term growth strategies. Mr. Prahl attributes his success to understanding a client’s individual situation and customizing a program geared specifically towards their financial independence.

For more information and helpful tools, please visit www.bollmannprahlwealth.com.

05 Feb 2018

Paul A. Perreault, Jr.

Vice President-Investments
pperreault@ffec.com
(480) 778-2020

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

Paul Perreault is a Financial Advisor with First Financial Equity Corporation with nearly three decades of experience in the financial services industry. At the heart of Paul’s philosophy, is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.

Paul advises clients on wealth accumulation, preservation and transfer through the creation of customized wealth management strategies. The process includes portfolio development, liability management, tax minimization, and asset protection with a specific emphasis on helping to create a lifetime retirement income stream.

Paul’s clientele includes physicians, business owners, executives, automobile collectors and retirees. As a team, FFEC and Paul work closely with a clients’ other family advisors, including attorneys and accountants, to focus on the clients’ tax, estate and wealth transfer strategies. Together they strive to provide exemplary level of service and advice to all clients with the primary objective to become a lifetime resource and essential partner.

Paul has called Arizona home for the past 25 years. He and his wife, Gena, have 5 children combined and 3 grandchildren. They are both active members in their local Rotary Club in Fountain Hills, AZ.

Paul is a very active member in the Fountain Hills Chamber of Commerce and the Fountain Hills Automobile Club.

05 Feb 2018

John Page, CFP®, ChFC® RICP®

Senior Vice President-Investments
jpage@ffec.com
(858) 204-5632

Scottsdale Office
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800  |  (480) 951-0079

2020 Five Star Wealth Manager Award Recipient

CFP®, ChFC®, RICP®

After 25 years at Hewlett Packard developing and managing technology and international business relationships for new and global markets, John retired to pursue a second career centered on his life-long passion for financial and investment planning. In 2010, he and John Schooler formed a financial advisor partnership to bring their individual talents and expertise together in the service of clients.

John is a licensed Investment Advisor in California, and multiple other states.

Specialties: Wealth Management, Tax Efficient Investing, Financial Planning, Retirement Income Planning, Advanced Estate Planning

John is committed to family and community. He actively participated with his daughter in the YMCA Adventure Program for dads and daughters for 10 years, leading their Trailmate program for 3 years. He is a founding member of the Del Mar – Solana Beach Lions Club and 501(c)(3) Foundation and has been the treasurer since its inception in 2010. John is an active supporter of challenged athletes by helping them enhance their lives through participating in sports. John is an avid cyclist.

To learn more about how they may impact your financial future, visit their website at www.johnandjohnffec.com.

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