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WealthTrust-Arizona
Financial Advisors...
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 Theresa Krueg, MSFS, BCE
and CFS®
Vice President
and Senior Financial Advisor |
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Theresa Krueg offers professionalism and a personal commitment to clients who need portfolio
management and estate planning. She is a Certified Fund Specialist® and serves on the
Alternative Investment Committee at WealthTrust-Arizona. Theresa has completed a Masters in
the Science of Financial Service from the Institute of Business and Finance. She attended Delta
College and lives in Chandlerwith her husband and four children.
Having achieved the Master of Science in Financial Services (MSFS)
designation, Theresa offers the expertise necessary to analyze, plan,
and implement integrated financial and life strategies.
She has hosted a seminar series entitled "Women Investing Now
(WIN);" and maintains a passion for protecting surviving spouses.
Media outlets such as CNBC, the Chicago Sun-Times and Bloomberg Radio, have featured Theresa's wealth management
advice and expertise. |
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Brent C. McQuiston, CFP®, CMFC®
Vice President
and Senior Financial Advisor |
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Brent McQuiston brings more than 16 years of wealth management experience to
WealthTrust-Arizona. Brent graduated from the University of Arizona where he earned his
bachelor's degree in Finance. Brent is a Certified Financial Planner® and a Chartered Mutual
Fund Counselor. He chairs the Equity Committee for WealthTrust-Arizona and is a member
of the Fixed Income, Alternative Investments, and Portfolio committees.
In his career Brent spent nearly a decade with Charles Schwab
working as a senior manager. At Schwab he specialized in building
teams to provide investment advice to retail clients. As a top
performing manager he was honored with many awards including:
Regional Manager of the Year, National Manager of the Year,
Chairman's Award, as well as a five-time recipient of the Excellence
in ServiceAward.
While at WealthTrust-Arizona, Brent has brought to his clients the
highest levels of service, along with advice backed by sound principles in investment
planning, risk management, taxation, and estate planning. He specializes in equity,
alternative,and fixed income strategies. He resides in Carefree with his wife Tricia and two
sons.
Brent's extensive financial knowledge has been featured
in such publications as Credit Investment News, MarketWatch,
Smart Money, Men's Health and The Wall Street Transcript, and
CNBCMorning Call. |
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Heath Bray, CFS®
Vice President
and Senior Financial Advisor |
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Heath Bray brings 12 years of extensive experience to WealthTrust-Arizona in the areas of
wealth management, retirement planning and risk management. Heath is a Certified Funds
Specialist ® and is Chairman of the Alternative Investment Committee. Heath also serves on
the Fixed Income and Portfolio Committees.
Heath spent several years as a portfolio manager with Charles
Schwab, focusing on high net-worth clients. He was a retirement
plan specialist and advised many area companies regarding their
qualified employee retirement and benefit plans. His professional
financial background includes specialties in employee benefits and
retirement planning.
A former college football captain and quarterback, Heath is a
graduate of the University of Arizona and serves on the Steering
Committee for the university's Athletic Department. He also serves on
the executive committee of the Eller College of Business and Management.
Raised in NorthCarolina,Heath has lived in Arizona for 20 years. He is the proud father of two
sons,Caden and Mason.
Capitalizing on his knowledge of the financial markets,
Heath has been a featured guest on nationally-recognized programs such as CNBC's Power Lunch and Bloomberg Radio. |
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Mike Bowen, MBA
Vice President
and Senior Financial Advisor |
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Mike Bowen brings over 7 years of professionalism and experience to WealthTrust-Arizona serving high-net-worth families and individuals in the areas of wealth management and retirement planning. He serves on the Equity and Annuity Committees of WealthTrust-Arizona. Active in the community, Mike recently managed a local branch of the Boys and Girls Club of Scottsdale. Mike received an MBA in Finance from the Keller Graduate School of Management and a B.A from Arizona State University. He lives in Cave Creek with his wife and two sons. |
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Donald G. Bertrand
Vice President
and Senior Financial Advisor |
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Don Bertrand brings more than16 years of wealth management experience to Wealth
Trust Arizona. Don has experience managing long-term business growth and goals with
affluent clients, works closely with local corporate executives and is well versed in
dealing with complex restricted stock and stock option plans. A graduate of Boston
University Brussels in Brussels, Belgium, Don earned his Master of Science in
Administrative Studies with a concentration in Multinational Commerce and earned a
B.A. from the University of Massachusetts, Amherst.
Before joining Wealth Trust Arizona, he worked for Fidelity Investments in Scottsdale as
a member of their Private Client Group providing personal customer service to the firm's
most affluent clients. He currently serves as a member of the Fixed Income and
Alternative Investment Committees.Don is a founding Board Member of the Arizona Audubon Society. He and his wife,
Jennifer, have lived in the valley for the last eight years, and reside in Phoenix with their
two sons, Ryan and Ethan.
Don has offered his financial planning and
investment advice on CNBC as a market guest on
Squawk on the Street. His insight has also been
included in the Arizona Republic.
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Lori Adamson
Vice President
and Senior Financial Advisor |
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Lori Adamson has been working with clients over the past two decades. She brings an in-depth understanding of comprehensive wealth management, investment management and retirement plan services with an emphasis in the 401k marketplace. Lori is an active member of our Fixed Income, Alternative Investment and Portfolio Committees.
Prior to joining WealthTrust-Arizona, Lori was a Principal and Financial Consultant with LPL Financial in Scottsdale. She began her career with AG Edwards where she was awarded their most prestigious Albert Gallatin Award in 1999 before becoming Vice President with Wachovia Securities.
Lori earned her B.S. in Real Estate Finance Law. Currently, Lori is in the process of earning the Certified Funds Specialist (CFS) accreditation and Certified Divorce Financial Analyst (CDFA) designation.
A native of California, Lori currently resides in Scottsdale. She is active with cycling and many other outdoor activities.
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