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WealthTrust-Arizona
Executive Management ...
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Jeff Krueg
Principal,
Chief Executive Officer |
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Jeff Krueg brings over 22 years of experience
in the financial services industry to the WealthTrust-Arizona team,
including a recent executive position with Charles Schwab and Co.
for 14 years. He brings a very diverse management background and knowledge
to the firm and our clients. Jeff serves as Chairman of the Portfolio Committee
for WealthTrust-Arizona which makes decisions regarding the overall portfolios
and allocations structured for the firm's clients. Jeff attended Seattle Pacific
University and Sacramento State University and lives in Chandler with his wife and four children.
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Paul Ahern, CFP®, ChFC®
Principal,
Senior Vice President - Planning |
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Paul brings more than 15 years of experience
to WealthTrust-Arizona, helping individuals and families manage their wealth. Prior to joining
WealthTrust-Arizona as a principal, Paul was a principal at Degreen Wealth Management, a financial
planning firm that pioneered the concept of integrating the disciplines of estate and financial
planning in Arizona. He is a Certified Financial Planner® and Chartered Financial Consultant®. Paul
is chairman of the Fixed Income Committee and serves on the Portfolio Committee. Paul graduated
from Arizona State University and lives in Chandler.
Paul's financial insight is continually sought
by nationally-renowned publications. His views on
integrated financial planning have been sought by the
Scottsdale Airpark News and The Wall Street Transcript as well as the Arizona Republic's featured insert BizAZ.
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Ben R. Wilson
Principal,
Executive Vice President
for Client Services
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Ben Wilson brings over 20 years of wealth management planning experience to high-net
worth individuals, families and businesses in need of integrated financial and estate
planning expertise. Ben specializes in building and managing a team of financial
professionals to effectively assist the affluent in managing their unique tax, investment, estate
and insurance needs.
He is a founding partner of WealthTrust-Arizona and serves on the
Portfolio Committee of the firm. He was also a founder of DeGreen
Wealth Management where he helped develop and implement the
concept of
integrated estate and financial planning.
Ben has called Arizona his home for the last 45 years and is a
graduate of the University of Arizona in Tucson. He lives in
Scottsdale and serves on the board of The Boys & Girls Clubs of
Metropolitan Phoenix.
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