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 Professional

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 Professional
MPI® Certified Advisor

Porter is a Senior Partner at BrightWealth®, President, and BrightAgent™. Porter is host of the 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

CHRIS HALE

Chief Operating Officer
Senior Partner

Chris is the chief operating officer of BrightWealth® and managed the day to day operation here at BrightAdvisor®.  Contact Chris for all operations, finance, accounting, and contracting questions.  

 

Chris's background is in finance, graduating from Arizona State University in Finance (Go Devils!) and working for Vanguard for nearly a decade. 

BIO - Chris Hale

KIM KRAUSE

BrightAgent™, Senior Partner

VP of Business Development

 

BIO forthcoming.

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AMY WHITE, MBA

BrightAdvisor®, Partner
MPI® Certified Specialist
Certified Tax Professional

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

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.

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LJ CRANDELL

BrightAgent™

MPI® Certified Specialist

BIO forthcoming.

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PHILLIP CALDWELL

BrightAdvisor®, Partner

MPI® Certified Specialist

BIO forthcoming.

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JEFF BLOSIL

BrightAgent™

MPI® Certified Specialist

BIO forthcoming.

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