16930 E. Palisades Blvd, Fountain Hills, AZ 85268

602-497-0277

BrightAdvisor®

Accelerating Financial Success

PLANNING SESSION

BrightAdvisor® Team

SCOTT MCLAINE

BrightAdvisor® , Managing Partner

Certified Tax Advisor

MPI® Certified Advisor

Scott is Managing Partner of BrightWealth® and principal advisor for BrightAdvisor®.  Scott is host of The BrightWealth® Show and publishes financial education videos and workshops. 

 

Scott's speciality is financial planning and tax strategies for High Net-worth Households and growing businesses.

Scott's Company Bio

PORTER SHUMWAY

BrightAgent™, Senior Partner

Certified Tax Advisor
MPI® Certified Advisor

Porter is a Senior Partner at BrightWealth®. and a BrightAgent™. Porter is host of the BrightWealth® Show ‘Maximum Income™’.   Porter works to unlock a prosperous retirement for hardworking professionals.

 

Porter's speciality is leveraging tax advantaged strategies to maximize your future income, providing tax-free growth.

Porter's Company Bio

JASON BERGQUIST

BrightAgent™, Senior Partner
MPI® Certified Specialist
Certified Financial Fidiciary

Jason is a Senior Partner at BrightWealth® and BrightAgent™. Jason is host of the BrightWealth® Show "Retirement of Your Dreams". Jason helps individual 55+ and heading into retirment.

 

Jason's speciality is  providing tax-free / tax deferred and low risk income producing strategies for those moving into the retirement phase of their life

BIO - Jason Bergquist

KIM KRAUSE

BrightAgent™, Senior Partner

VP of Business Development

 

BIO forthcoming.

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AMY WHITE, MBA

BrightAdvisor®, Partner
MPI® Certified Specialist

Dedicated financial strategist with an MBA in finance and a heart for female entrepreneurs. Specializing in holistic financial planning, I guide women towards their business and personal financial goals.

 

Passionate about providing tailored life insurance solutions for families and businesses. Let's shape your financial future together.

 

Connect with me to explore possibilities! 🚀 #WomenInFinance #EntrepreneurEmpowerment

Amy's Bright Bio

Phillip Caldwell

BrightAdvisor®, Partner

MPI® Certified Specialist

BIO forthcoming.

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LJ CRANDELL

BrightAgent™

MPI® Certified Specialist

BIO forthcoming.

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TODD BUTCHER

BrightAgent™

MPI® Certified Specialist

BIO forthcoming.

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JEFF BLOSIL

BrightAgent™

MPI® Certified Specialist

BIO forthcoming.

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WE ARE HIRING

 

BrightAdvisor® Wants You...

Investment Advisors

 

We're looking for talented, experienced professionals with a personal point of view and problem-solving technique.

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Investment Advisor Representatives

 

There are a few hot vacancies in our company. Don't miss your chance and send your CV.

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Support Staff

 

Don't have enough skills, but enthusiastic about becoming a professional? Join us!

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Recruiter

 

We're looking for experienced professionals with a personal point of view and problem-solving technique.

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