Meet the Prime Wealth Team
Our team of experts represents all five of the wealth management disciplines: Planning, Investing, Risk, Tax, and Legal. You interact directly with our professionals and not sales representatives (we don’t have any).
Orion K. Willis
I’m fortunate that every day, I get to help clients create a more secure future.
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Cliff S. Farmer
For the past fifteen years, Cliff has worked with his team to develop a comprehensive yet streamlined approach to tax preparation which fits perfectly into...
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Stephen F. Gessel
Steve earned a B.S. in Accounting from Brigham Young University and an M.B.A. from the University of Phoenix. He worked in the Arizona Credit Union...
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Lawrence J. Shafer
Lawrence Shafer was an Eligibility Interviewer with the State of Arizona, the majority of which was with AHCCCS and the ALTCS program. In 1999, Mr....
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Ronald A. Blauvelt
Ron Blauvelt began his financial career in Phoenix, Arizona with the CPA firm Coopers & Lyband (now known as Price Waterhouse Coopers) after graduating with...
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Dennis Caufield
Since 1994, it has been Dennis’ mission to help people with their estate planning needs. Dennis focuses on addressing your unique circumstances with the goal...
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John K. Caufield
John assists in client relations by maintaining the firm database, facilitating client contacts between meetings with Dennis, and is responsible for document assembly. John has...
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Betty A. Timison
Betty has served clients in the financial services industry for the last 30 years. She is dedicated to taking care of clients in a pleasant...
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Lilibeth E. Articulo
Lilibeth coordinates various office tasks and functions to ensure office operations run smoothly at all times. Tasks include, but are not limited to managing the...
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Michelle Caufield
Michelle is a graduate of Montclair State University with a major in Sociology and is a Certified Paralegal. Upon graduation from college, Michelle worked as...
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