Financial Teamphocus2023-06-07T09:10:38-07:00

Financial Team

Team – Phocus Financial

Clayton Janson, CFP^®, AIF^®

CERTIFIED FINANCIAL PLANNER™ Professional

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Lee Evans

Retirement Planning Specialist

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Kenneth Ragsdale, AIF^®, CLU

Financial Advisor

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Morgan Keil

Financial Professional

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Beau D. Sheedy

Financial Professional

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Tyler Grantham, CFP^®

CERTIFIED FINANCIAL PLANNER™ Professional

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Karen Fulkerson

Client Services

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Rikki Nunley

Client Services

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Erin Vega

Client Services

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Mallory Tower

Client Services

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Taylor Friedlander

Client Services

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Kris Ware

Client Services

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Phocus Financial – Phoenix:
7600 N 16th Street, Suite 100
Phoenix, AZ 85020
(NW Corner of Morten & 16th Street)
Phone: (602)955-7705

Phocus Financial

Public Pension Services

Phocus Retirement Services

Phocus Financial – Phoenix:
7600 N 16th Street, Suite 100
Phoenix, AZ 85020
(NW Corner of Morten & 16th Street)
Phone: (602)955-7705

Phocus Financial – New Mexico:
500 N. Main St., Ste. 44
Roswell, NM 88201
Phone: (575)622-1008

Phocus Retirement Services:
1921 S. Alma School Rd., Suite 307
Mesa AZ 85210
Phone: (480)436-7975
www.phocusfinancial.com

Equitable Branch Office
14851 N. Scottsdale Rd., Suite 103
Scottsdale, AZ 85254
Branch Phone: (480)444-3700
Branch Fax: (480)922-5203
www.equitable.com

Phocus Financial

Phocus Retirement Services

Public Pension Services

Securities offered through Securities America, Inc member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). Phocus Financial, PFG Advisors, and Securities America, Inc. are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Financial Team

Team – Phocus Financial

Clayton Janson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

Lee Evans

Retirement Planning Specialist

Kenneth Ragsdale, AIF®, CLU

Financial Advisor

Morgan Keil

Financial Professional

Beau D. Sheedy

Financial Professional

Tyler Grantham, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

Karen Fulkerson

Client Services

Rikki Nunley

Client Services

Erin Vega

Client Services

Mallory Tower

Client Services

Taylor Friedlander

Client Services

Kris Ware

Client Services

Phocus Financial

Public Pension Services

Phocus Retirement Services

Phocus Financial

Phocus Retirement Services

Public Pension Services

Clayton Janson, CFP^®, AIF^®

Kenneth Ragsdale, AIF^®, CLU

Tyler Grantham, CFP^®