Martin T. Cole, CFP, ChFC, CLU, AAMS Martin (Marty) Cole is the Managing Member of Cole Wealth Management, LLC. Marty is extensively involved with the financial, investment and estate planning for executives, entrepreneurs, professional athletes, retirees and business entities. Prior to founding Cole Wealth Management in 2005, Marty spent 12 years with the Financial Advisors division of American Express. Most recently, Marty held the position of Group Vice President for the Southwest US Market Group. In this position, he trained, supported and led an organization of over 400 financial advisors and staff to achieve national leading client satisfaction honors while increasing revenues to over $50 million. Wanting to spend more time with his family and get back to building personal relationships with clients, Marty took an early retirement from American Express and founded Cole Wealth Management, LLC. Marty brings an elite level of leadership, investment and financial planning experience to the resources of our firm. Marty received his BS Degree from St. Vincent College in 1991. He earned his Certified Financial Planner (CFP) designation from The College for Financial Planning in 1997, his Chartered Financial Consultant (ChFC) designation from The American College in 2001, his Chartered Life Underwriter (CLU) designation from the American College in 2004, his Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in 2006 and is currently puruing a Masters of Science degree in Financial Services. Marty is licensed by the National Association of Securities Dealers (NASD) an holds many state securities and insurance licenses. Marty is a regular speaker and TV/Radio guest, speaking on topics such as financial planning, leadership, business planning, and personal development. Marty and his wife Erica have two beautiful daughters, Aubrey (13) and Allie (10). Marty enjoys golf, fishing, sports and great food & wine. email: mcole@colewealth.com Associate A graduate of the University of Colorado at Boulder, Paul holds a Bachelor of Science degree in Finance. He also holds series 7 and 66 licenses as well as his Arizona state insurance license. An Arizona resident since 2007, Paul resides in Gilbert. He is active in the community and supports local Gilbert businesses. Paul currently serves on the Membership Board of the CXO Organization (www.cxo.org), a non-profit committee strictly for Chief Officers of local Fortune 500 companies. In his spare time, Paul is avid Golfer, Tennis player and enjoys staying fit. He looks forward to meeting you and helping you discover your future goals, as well as how to accomplish them! Bob DiCarlo is an associate of Cole Wealth Management, LLC. Bob works extensively in all areas of comprehensive financial planning including, but not limited to, Retirement, Education, Investments and Tax Strategies for individuals and small businesses. Prior to joining Cole Wealth Management, Bob spent 3 years advising clients as a Personal Financial Advisor for Ameriprise Financial, Inc. There, he was awarded the prestigious "Mercury Award" in 2007. Bob is Series 7 and 66 licensed by the National Association of Securities Dealers and holds various state insurance and securities licenses. He earned his Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning in 2010 and currently is studying to receive his Accredited Asset Management Specialist (AAMS) designation . Bob has been an Arizona resident since 2000 and resides in North Phoenix. He enjoys being active in the community; as a Committee Chair for the North Scottsdale Chamber of Commerce and President of Paradise Valley Toastmasters. Bob is an avid supporter of Society of St. Vincent de Paul and Gabriel's Angels. He enjoys cooking, gardening, golf, tennis and travel, and treasures time at home with his Fiance Karen and their rescue dogs Sandy and Oskie. email: rdicarlo@colewealth.com Prior to joining Cole Wealth Management in 2005, Jay spent 4 years as a professional baseball player with the Kansas City Royals baseball organization. Following an All-American college career at Arizona State and Pepperdine Universities, Jay was selected in the first round of the 1999 Major League Baseball Draft. Due to a career ending injury in 2002, Jay left professional sports to pursue his passion of finance, investing, and helping others. Jay received his BS Degree from Arizona State University in Global Business with a concentration in Financial Management. He earned his Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in 2007. Jay is also licensed as an Investment Advisor by the National Association of Securities Dealers and also holds several state insurance and securities licenses. Tim Kjesbo is an associate of Cole Wealth Management, LLC. Tim works in all areas of comprehensive financial planning including, but not limited to, Retirement, Education, Investments and Tax Strategies for individuals and small businesses. Prior to joining Cole Wealth Management in 2009, Tim spent 6 years advising clients as a Personal Financial Advisor for Ameriprise Financial as well as 2 years with Morgan Stanley. While with Ameriprise (then American Express Financial Advisors) he received the Mercury Award in 2003 as well as 2004 Presidents Award for Quality of Advice. With Morgan Stanley he completed Financial Advisor Training certification in 2001. Tim is Series 7, 66 and 31 licensed by the National Association of Securities Dealers and holds various state insurance and securities licenses. Timothy also is attending the Timothy is an Chris O'Brien is an associate of Cole Wealth Management, LLC. Chris works extensively in all areas of comprehensive financial planning including, but not limited to, Retirement, Education, Investments and Tax Strategies for individuals and small businesses. Prior to joining Cole Wealth Management in 2005, Chris spent 4 years advising clients as a Personal Financial Advisor for American Express Financial Advisors, Inc. He consistently performed in the top 1% of the firms advisors and was awarded the prestigious honor of "Master Advisor" by the Southwest Market Group. Chris received his BS degree in Finance from Arizona State University. He is Series 7, 65 and 66 licensed by the National Association of Securities Dealers and holds various state insurance and securities licenses. In addition to the training and experience Chris has received over the past 8 yrs, he earned his Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning in 2008 and currently attends the University of Phoenix where he is studying to receive his Certified Financial Planner (CFP) designation. Chris enjoys being an active member in his community. His hobbies include golf, staying fit, and enjoying the beautiful weather Arizona has to offer. email: cobrien@colewealth.com
President
Certified Financial Planner™
Paul Beaton
Paul Beaton is an associate of Cole Wealth Management, LLC. Paul is extensively involved with the financial, tax, retirement, estate planning for executives, business owners, professional athletes and doctors, as well as family's in the growth, transition and retirement areas of their lives. Prior to joining Cole Wealth Management, Paul worked with Smith Barney, UBS Bank and Ziegler Wealth Management. He focuses on getting to know each client's goals personally and is committed to building long-term relationships. Paul is an asset to the firm, his clients and their families.
Robert A. DiCarlo, CRPC
Associate
Jay G. Gehrke, AAMS
Associate
Jay Gehrke is an associate of Cole Wealth Management, LLC. Jay is extensively involved with the financial, investment and estate planning for professional athletes, executives, entrepreneurs, and business entities.
Jay and his wife Michelle have two beautiful daughters, Avery & Ellie. He enjoys golfing, sports, and entertaining. email: jgehrke@colewealth.com
Timothy G. Kjesbo
Associate
email: tgkjesbo@colewealth.com
Christopher A. O'Brien, CRPC
Associate
