Our Team

Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kristin S. Johnson, CRC®

Financial Advisor

626.408.1333 ext 201

kristin.johnson@ceterainvestors.com

Since 2002, it’s been Kristin’s mission to advocate for the financial well-being of each of her clients through a holistic and comprehensive financial planning process. Kristin believes that financial planning isn’t...

Colten Christiensen

Wealth Operations Assistant

602-633-7483

colten.christiensen@ceterais.com

Colten focuses on new client acquisition and plays a key role in our outreach efforts. He attends in-person events and helps schedule meetings, ensuring that new clients are welcomed and supported from the start.

Courtney Schuh

Director of Client Services

602-887-9197

courtney.schuh@ceterainvestors.com

Courtney started working with our advisors in 2005. Making sure you receive white glove service is my primary responsibility. I work with both our advisors and administrators to implement your financial plan.

Gina Hernandez

Office Administrator

602.633.9618

602.509.3371

Gina.Hernandez@ceterais.com

Lisa Padula

Sales Assistant

602-887-9180

lisa.padula@ceterais.com

Lisa specializes in customer service and manages our information. Monday – Thursday you will find her answering phone calls, setting appointments, and keeping our database up to date.

Melissa Hillman

Senior Client Service Representative, Licensed

602-887-9199

melissa.hillman@ceterais.com

Melissa is a seasoned professional with extensive expertise in business processing. She oversees all aspects of account implementation and maintenance, ensuring a seamless experience for clients. Melissa's dedication to providing...

Sara Gagliardi

Client Service Associate

602-633-7483

sara.gagliardi@ceterais.com

Sara is often the first friendly voice you’ll hear when calling our office. She handles incoming calls, follows up on missing documents, and provides general support to ensure your experience with us is smooth and responsive.

Stu Johnson, CFP® ChFC®

Vice President and Branch Manager

602.841.2627 ext 123

stuart.johnson@ceterais.com

As a Certified Financial Planner and Chartered Financial Consultant, Stu has been helping clients since 2002 achieve their own specific vision of financial well-being. Stu loves to help clients uncomplicate the complicated while...