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Meet Our Team

Philip Kim CFP®, ChFC®, CLU®, RICP®, CRES

Founding Member, Managing Director
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Daniel Dales

Managing Partner, Retirement Planning Specialist
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Julie Maxwell

Director of Business Operations
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Fred Riesgo

Partner
Retirement Planning Specialist
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Jonathan Rankin

Partner
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Shane Moncada

Partner
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Cameron McHale CFP®

Partner
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Alex Akers CFP®, CRES

Financial Professional
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Cameron Peters

Financial Professional
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David DeBellis

Financial Professional
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Angela C. VanBlargan CRES, Credentialed Holistic Financial Coach

Financial Professional
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Patrick Chaboya

Financial Professional
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Dylan Temple CRES, RICP®

Financial Professional
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Corabelle Guevara

Director of New Business
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Daneé Spencer

New Business Specialist
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Elyse Riesgo

Client Services Specialist
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Yvonne Tena

Client Services Specialist
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Office

Scottsdale, AZ

14851 N Scottsdale Rd
Suite 103
Scottsdale, AZ  85260

Tucson, AZ 

7560 N La Cholla Blvd
Tucson, AZ 85741

9am- 5pm (contact to schedule)

Contact Info

Scottsdale

   480-444-3780
   480-922-5203
   contactus@signaturewealthconcepts.com

Tucson

   520-747-3373
   520-745-8159
   contactus@signaturewealthconcepts.com

   

Get in Touch

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.


Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Signature Wealth Concepts, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-158447 (02/2021) (Exp. 02/2026)

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