Team

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Prescott Stratos Wealth Partners team originally came together at the A.G. Edwards & Sons offices in Prescott, Arizona. We all have deep roots in the community (four Arizona natives) and although our backgrounds differ, we share the client-first perspective, work ethic and values that are highly regarded by our clients. Today, we are back in the same location and would welcome your visit.

 

Mike Woods

Financial Consultant Partner

Phone: 928 460-5508

Email: mwoods@stratoswp.com

 

As a Financial Consultant at Stratos Wealth Partners in Prescott, Arizona, I will provide you a wide range of services. I want to LISTEN closely to what you have to say. I want to UNDERSTAND what's important to you and what you have...

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Rhonda Chavez Payne, AAMS®

Wealth Manager Partner

Phone: 928 460-5509

Fax: 928 460-5515

Email: rchavez@stratoswp.com

For two decades, Rhonda has worked in the financial industry. Rhonda has experienced major shifts in the markets, interest rates, and the economy. These experiences have given her the ability to assist her clients with the full...

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Stephanie Sterling, AIF®, AWMA®, FPQPTM, EA

Wealth Manager

Phone: 928 460-5526

Fax: 928 460 5524

Email: ssterling@stratoswp.com

 

Stephanie holds FINRA series 6,7,63 registrations with LPL Financial, and 66 registration with both Stratos Wealth Partners and LPL Financial, is an Accredited Investment Fiduciary®, Accredited Wealth Management AdvisorSM , and Financial Paraplanner Qualified ProfessionalTM.   Her experience in...

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Anngela Wheeler
Office Operations Manager

Phone: 928 460-5507

Email: awheeler@stratoswp.com

 

 

Anngela Wheeler is a Prescott native and has worked in the financial industry for over a decade. She handles processing new accounts, insurance policies, upgrades for existing accounts, transferring securities and responding to...

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Kathleen Nemetz, MBA, CFP®, CDFA®

Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

Certified Financial Planner and Wealth Advisor Kathleen Nemetz works with clients who want to establish solid financial foundations to pursue their dreams.  She earned her MBA in finance at Pace University in New York. 

For people planning life's transitions, Kathleen can offer invaluable knowledge of retirement income, divorce and estate planning matters.  As an investment advisor representative, she builds retirement portfolios aimed at generating steady income and long-term growth. Advisory services are available through Stratos Wealth Partners;  and brokerage services available through LPL Financial, including buying and selling stocks and corporate and municipal bonds.

Within the community, she is active in the Prescott Estate Planning Council and the Arizona Society of CPAs, as a non CPA member.  She is a founding member of the community group Women On Money TM, and is formerly a producer of 'Women on Money,' a quarterly television talk show for local station Comcast 26 in Marin County, California. Through Stratos Wealth Partners, she offers financial planning and investment services.

Kathleen is a fee-based certified financial planner and a certified divorce financial analyst, and has cross trained in mediation. Her designations are recognized by the Certified Financial Planning Board and the Institute for Divorce Financial Analysts.

Prescott Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

Investing involves risk, including possible loss of principal.

 

Bobbie Jean Davidson

Adminstrative Assistant

Phone: 928 460-5507

Email: bdavidson@stratoswp.com

Bobbie Jean Davidson, originally from California, now a long time resident of Prescott joins our team with an abundance of customer service experience. Many may recognize her from her many years at Prescott College.  In her free time Bobbie enjoys the outdoors with her husband Ken, dotting over her animals, films and literature.