Our Team
Led by Paul Bridgers, Branch Manager and Senior Vice President/Investments, the Desert Peaks Wealth Management Group uses our unique experiences to educate, motivate, and guide clients into financial habits as they pursue their personal and financial goals. Katy Noll, Financial Advisor Associate, works closely alongside Paul to help gain an understanding of each client and their family on a personal level. They are supported by Tina Avelar, Senior Registered Client Service Associate, who strives to remain available to provide the best client support possible.
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Our Approach
We are in the business of helping to prepare clients for a work-optional lifestyle. We employ highly customized investment disciplines with an objective to help you grow and mitigate risk to your wealth. Backed by Stifel’s resources, we are ready to use any arrow in the quiver of products and services that is most appropriate for your unique situation.
Our Philosophy
When working with our team, clients can expect a high attention to the details of their lives. When you share a concern, it will be addressed. We are disciplined in our approach to investing and wealth planning, and you will be a part of our financial family – your life is important to us.
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