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A Team of Experienced Professionals

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

Founder/CEO
ChFC®, CLU®
I’m fortunate that every day, I get to help clients create a more secure future.
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Cliff S. Farmer

Senior Tax Manager / Owner C.F. Accounting
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

Accountant, M.B.A., Member NATP
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 

Public Benefits Coordinator
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

CFP®, ChFC®, CLU®, CPA (Retired)
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

Attorney, Estate Law, Elder Law
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

Legal Attaché
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

Office Manager, Account Coordinator
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

Office Staff Coordinator/Asian Language Translator
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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Heather Gates

Director of First Impressions/Marketing Coordinator
Heather is new to Prime Wealth Advisors as of 2020. She is pleasant and committed to providing excellent service to our company and our clients. ...
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Michelle Caufield

Paralegal
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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