“Even the most complex solutions need to be explained in simple terms, our clients can relate to.”
Claudia Arnold-Sawaf, AIF *
Claudia’s career in wealth management spans over 13 + years, working with individuals and businesses. She is an Accredited Investment Fiduciary® (AIF), holds license 65, as well as her licenses for insurance and long term care, and passed exams for securities licenses 6, 63 and 7.
Claudia is a well-respected media source, and has been interviewed by Fox News, CBS and NBC News Phoenix and published articles.Read More
She has received several awards and honors including the President’s Call to Service Award from the White House for her contributions to charitable organizations and the “Woman of the Year” award at her previous company. She is a sought after public speaker, who remains involved with Toastmaster International.
As a passionate Rotarian, commitment and dedication have always been the hallmark of Claudia’s work, and she has consistently received praise throughout her career from clients and colleagues for placing an emphasis on social awareness, volunteerism and role modeling.
Born and raised in Austria, Claudia has had the benefit of worldly experience and education. Her first career, managing luxurious hotels and resorts allowed her to live and work on three continents. Claudia harnesses her positive energy, experience, education and passion into everything she does. Her ability to have life balance is extraordinary, and her values and business practice exemplifies the importance of balancing business with her family life.
Claudia, along with her husband, and two daughters, enjoys traveling, hiking (especially in Sedona) or simply spending time together as a family in their home in Scottsdale.
Ginny West, Client Service Assistant
Ginny has worked with both clients and advisors since 1998 and brings an in-depth understanding of the industry, the investment world and risk management.
Companies she has worked with include Wells Fargo Advisors, Janus Funds, Kathleen Lenover, Inc., and New England Financial. Ginny’s number one goal is to provide stellar service to our clients and her philosophy is to treat our clients the way that she, as an investor herself, would like to be treated.Read More
She passed exams for licenses Series 7, 65, insurance/variable annuity and life licensed. She is also Certified in Long Term Care (CLTC). Her BS is in Business Administration from CU-Denver.
Her interests include bicycle commuting, alternative transportation, Masters swimming and volunteering as an English instructor for students of other languages.
Dynamic Wealth Advisors
Through the Alliance with Dynamic Wealth Advisors, catering to independent firms, such as ours, we receive unparalleled service, support and access to vast resources, research and technology platforms to benefit the client and the firm.
This alliance also opened up avenues for collaboration with remarkable advisory firms across the country to continually further our knowledge and skills. Dynamic Wealth Advisors strives to attain the highest standards and focuses intently on proper ethics.
Although we are here to guide you and assist you with planning, strategies and implementation, your money is always held at large Custodians and in your name. Account statements are sent directly to you and you will always remain in control of your money.