Category: Scottsdale

05 Feb 2018

Matthew Munn

Senior Vice President – Investment and Retirement Planning
mmunn@ffec.com
(480) 778-2063

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

Mr. Munn’s experience in this field since 1987, as well as his knowledge about investing, makes him uniquely qualified to meet your financial needs and objectives.

Mr. Munn manages the affairs of individuals and corporations, with the focal point being on the serious time during or planning for retirement. Matthew practices asset allocation as a rule of thumb. He has learned that principal preservation first and foremost is the key to building wealth.

Matthew is a dedicated husband and father of three. Scottsdale became his home in 1985 after graduating from Arizona State University. As a member of the Board of Directors of the Boys and Girls Clubs of Scottsdale, he is very active in the community.

05 Feb 2018

Joe Lowrey

Vice President – Investments
jlowrey@ffec.com
(480) 778-2024

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

Joe Lowrey started in the financial services business in 1997 with a major brokerage firm. His investment philosophy is asset allocation, diversification, minimizing taxes, and utilization of professional money managers. His experience, application of stop-loss limits, and use of professional technical charting services help establish a disciplined investment approach for his clients. Joe works with:
401K Rollovers, Small company benefits plans, IRAs, Annuity setup, Retirement Planning, Stocks, Bonds, 529 Plans, and Fee Based Investing.

All client relationships are kept confidential and Joe values each relationship on an equal basis. All size accounts are accepted.

05 Feb 2018

Nathan Lingwall

Vice President – Investments
nlingwall@ffec.com
(480) 778-2059

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

Nathan Lingwall’s investment philosophy is simple, the key to investing is diversification. His philosophy is supported by over a decade of experience in which he has provided his clients with investment advice in stocks, bonds, government securities, tax free municipals, mutual funds as well as various stock option strategies, preferreds, custodial & trust accounts, IRAs, SEPs, simples, 401(k)s, 403(b)s, and precious metals. Before joining First Financial Equity Corporation in July 2001, Nathan began his investment career in 1991 when he became a financial consultant for Western Federal Group. Nathan Lingwall moved to Arizona in 1985 from Iowa where he obtained a BS in Finance from Iowa State University.

05 Feb 2018

Daniel J. Hughes

Vice President – Investments
dhughes@ffec.com
(480) 778-2045

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

Dan Hughes has been serving clients in the financial services industry for 29 years.  Dan started his career with Merrill Lynch where he earned the Certified Financial Manager designation.  He joined FFEC in November of 2014.

Dan works with clients to understand their interests, values, investment objectives and risk tolerance to formulate an investment plan.  Investment portfolios are monitored and discussed with clients and changed as prudent.  Dan values his relationships with clients and is committed to practicing the highest level of ethical and professional standards.

Dan graduated from Arizona State University with a degree in Business Administration, is from the Chicago area, and has called Arizona home for 38 years.  His wife Vivian is an aerospace engineer with Honeywell International.

Dan and Vivian volunteer and contribute to a variety of charities and organizations and are very active in their faith.

They enjoy cycling, international travel, hiking and rafting the Grand Canyon, and the many cultural and outdoor activities offered throughout Arizona.

05 Feb 2018

Kevin Hicks

Vice President – Investments
khicks@ffec.com
(480) 353-2166

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

Kevin Hicks is an Investment Advisor Representative (IAR) and portfolio manager with over 28 years of experience. He provides integrity, sound financial planning and custom tailored investment advice for his clientele. Identifing your financial goals and risk tolerance are paramount to structuring an investment portfolio capable of achieving your objectives.

Kevin is a graduate of Arizona State University, in 1987, where he achieved a Bachelor of Science in Finance. He has worked for some of the largest firms on Wall Street over the years. In January 2007, he accepted a position at First Financial Equity Corporation that provided greater flexibility in managing his clients’ needs.

His key belief: “Trust is the foundation upon which all relationships are built – without it, you have nothing”.

Kevin grew up in Alabama and Colorado and attended high school and college in Arizona. He lives in the Phoenix area and is the proud father of two beautiful children. Kevin enjoys the outdoors, golfing, competitive shooting, camping and riding quads with family and friends.

05 Feb 2018

George Gonzalez

Senior Vice President – Municipals
ggonzalez@ffec.com
(480) 778-2060

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

George Gonzalez is a registered representative specializing in tax-free municipal bonds and government bonds since 1984. Whether working with an individual or group, his approach to investing is tailored to your needs and objectives.

George believes it is important to work with someone that is both knowledgeable of all the products available and ready to incorporate the appropriate product for each investor. A basic investment approach is a strong foundation upon which to build for wealth and security. George uses this concept to construct and cement your plan for the future.

George is a graduate of La Salle Military Academy (1971) and continued his academic education with Manhattan College obtaining his degree in 1975. He was honorably discharged from the Air Force, where he served in the 514th Military Airlift Wing. George is involved in the International Lions Club and is an active member of O.P.A.S., which helps senior members of our community in managing everyday life. He is also a Knights of Columbus Member.

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