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Here’s our story. We look forward to hearing yours.

Fullerton Financial Planning’s mission is to build lifelong relationships with our clients based on performance and trust.


Stephanie Fullerton
Founder & Financial Professional

Financial professional Stephanie Fullerton is the founder of Fullerton Financial Planning, an income planning and management firm based in the Northwest Valley of the Phoenix Metropolitan area. She focuses on strategic retirement income planning to assist her clients across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.

One way Stephanie helps clients to safeguard their retirement assets is by hosting informative seminars.

“In retirement, I don’t believe people should be risking their money,” she says. “We share with them strategies to help protect what they have already earned and the importance of creating a strategy for generating retirement income. My greatest satisfaction is knowing that my clients can have a greater sense of confidence because they have a retirement income strategy suitable for their needs.”

Fullerton with President BushFor Stephanie, this business is a family affair. Her husband, Steve, a retired sergeant with the Phoenix Police Department, works alongside her as an investment adviser. Together, they service their clients through the use of a variety of financial products.

Named one of Arizona’s top 100 businesswomen every year since 2007, Stephanie is heard weekly on the “Fullerton Financial Hour” radio show, airing on KFYI 550 AM and KTAR 92.3 FM. Stephanie and Steve also appear on their weekly television show, the “Fullerton Financial Hour,”  on CBS Channel 5. In addition, Stephanie is the author of the recent book “Living a Happy, Healthy, and Inspired Retirement: Your Definitive Financial Guide.”

Stephanie says her clients are like a second family to her. She enjoys working not only with the retirees and pre-retirees she serves, but also looks forward to working with their extended families.

The Fullertons and their children, Alexandrea, Steve Jr., Samantha, son-in-law Josh and grandchildren, Shiloh and Indy, enjoy snowboarding, skiing and spending time in the mountains. They also are involved in their local church and participate in charitable opportunities locally and internationally.

The way the Fullertons give back to others in need, and their ties to each other and to their community, seem to attract like-minded clients.

“I like to think that people do business with us because they know that, for us, it’s not about making one sale; it’s about building a relationship,” Stephanie says.


Steve Fullerton
Co-Founder of Fullerton Financial Planning, Financial Advisor & President of Kingdom Financial Group

Steve Fullerton is Stephanie’s husband and co-founder of Fullerton Financial Planning. He also is the founder and president of Kingdom Financial Group LLC, a Registered Investment Adviser. Steve passed the Series 7, 63 and 66 securities exams and holds life and health insurance licenses in Arizona. 

Steve and Stephanie appear on their weekly TV show, the “Fullerton Financial Hour,” on CBS Channel 5. Steve also has written articles that have appeared in Kiplinger magazine and contributed to Fox Business News. What’s more, Steve was a contributing author to the book “Living a Happy, Healthy, and Inspired Retirement: Your Definitive Financial Guide” by Stephanie Fullerton.

Steve retired from Arizona law enforcement after 22 years of honorable service. He helps his clients prepare for one of the most important periods in their lives: their retirement years. Steve’s specialty is discovering the unique needs and goals of each client, and then helping them with retirement income planning.

Steve enjoys spending time with his family up in the mountains, especially hunting and fishing. He’s a huge Michigan State fan and enjoys watching college football and basketball. He also has traveled around the world to help those less fortunate and serves as an officer on his church board.


Drew McKaig
Investment Adviser

Drew McKaig is a registered Investment Adviser Representative and insurance professional who joined our team in 2016. He’s served in the financial services industry since 2003, following over 20 years spent educating and training management personnel in Arizona and Southern California. Drew has been able to take the lessons he learned in his corporate roles into being an educator for his clients and helping them to construct a retirement income plan. As a fiduciary, Drew puts the needs of his clients first and has assisted hundreds of families approaching and in their retirement years.

Drew is active in the community and works with various retirement clubs such as the Sun City and Sun City West softball clubs, Pebble Creek Senior Softball League, Sun City West racquetball league and local pickleball clubs.

Drew has been married to his wife for 34 years and has married children and grandchildren. When not at work, Drew loves being with his family and being active in the community.


Keri Alcos, CWS®
Investment Adviser & Insurance Professional

Keri Alcos, a Certified Wealth Strategist, joined our team in 2016 and is a licensed Investment Adviser Representative and insurance professional. She has served in the financial services industry for 15 years and has passed the Series 6, 7, 63 and 65 securities exams and is working to obtain her Certified Financial Planner® designation. Keri is married to a retiree of the United States Air Force, and they have four children, including a baby born in February 2017.
Keri loves being with her family and is a strong advocate for our military veterans and the public service community.


Scott R. Preble
Servicing Advisor

Scott Preble has worked in the financial services industry for over 20 years and joined our team in 2017. He has passed the Series 4, 7, 24 and 63 securities exams and has a life and health insurance license in Arizona.


Dianne Sackrider
Director of Operations

With more than 25 years of experience in business management and accounting, Dianne Sackrider oversees the firm’s personnel and business operations.

An Arizona native, Dianne is married with five grown children and is known as “Grammie” to her 12 grandchildren. Dianne facilitates a women’s small group Bible study, and she and her husband are active at church and love helping to serve in ministry there.


Steve Fullerton Jr.          
Assistant to Lead Advisor

As the son and middle child of Stephanie and Steve, Steve Fullerton Jr. is specifically assigned to service clients with assets under direct management of the firm. Steve also assists the money managing advisors with their needs and offers clients the exceptional service they deserve to accomplish their needs.

When not working, Steve loves going to the mountains, being outdoors and adventurous. He’s an avid hunter and fisherman and enjoys the friendly competition of trying to outdo his father. Steve also loves serving others in his church and community.


Matt Tobey
Assistant to Lead Advisor

As part of the money management team, Matt Tobey assists the team with case prep. He’s a recent graduate of Grand Canyon University and has obtained his life and health insurance license in Arizona. When not working, Matt enjoys the outdoors, serving his community and is active in his church.


Connie Whetstine
Assistant to Lead Advisor

Connie Whetstine is Steve Fullerton’s assistant, providing preparation and follow-through, including a lot of the behind-the-scenes processing. Connie also manages Steve’s calendar and communicates with his clients often.

Connie is considered an Arizona native and has spent most of that time in Phoenix. Married and the mother of three children, Connie is active in her local church and also spends time at a local taekwondo club with her family.


Terri Faust
Client Service Specialist

Terri Faust processes application submissions and transfer paperwork for clients. Although Terri was born in Missouri and raised in Michigan, she has lived in the Phoenix area for 40 years. Married with six children and 17 grandchildren, Terri loves spending time with her family and serving with her husband at their church. 


Mary Serwa
Client Service Specialist

Mary Serwa processes application submission and transfer paperwork and services our clients while providing excellent customer service. She also provides great administrative service and support to our annuity clients.

Originally from Chicago, Mary has called Phoenix home for several years. She is married with two children and two grandchildren. A real health enthusiast, Mary enjoys working out, staying fit and being active in her church.


Patricia Richards
Marketing Coordinator

Patricia Richards coordinates and schedules seminars and appointments, as well as creates marketing materials for the firm. She has a master’s degree in business, specializing in organizational management, and is a fifth-generation native of the Phoenix area. She has been married to Jeff for 26 years, and they have three teenagers who keep them extremely busy in club sports.


Renee Abbott
Events Coordinator

Renee plans, implements and oversees all events and special projects for the firm. She’s exceptionally gifted creatively and enjoys making everything she creates look beautiful. When not working, Renee is active with her family and loves serving others.


Nadia Munson
Assistant to Founder

Nadia Munson has been involved in financial services for nearly 10 years. She assists the team in preparation for client appointments as well as client follow-up. Nadia also has a life and health insurance license in Arizona.

Originally from California, Nadia relocated to Arizona in 2006 and was recently married. In her free time, she enjoys spending time with her new husband.


Lorissa Kyle
Administrative Assistant

Lorissa Kyle often has the first contact with clients on the phone or when they come into our office. With her ever-present smile and joyful personality, Lorissa always provides exceptional client interactions.

A Phoenix native, Lorissa is married and the mother of two children. In her free time, Lorissa enjoys spending time with her family. She’s also active in her local church, serving in women’s ministry and on the worship/praise team.


Marylee Fullerton
Administrative Assistant

Marylee Fullerton is Steve’s mother and Stephanie’s mother-in-law. She specializes in loving on the clients and making them feel special. Marylee helps out in the office with whatever needs to be done and creates a Welcome Basket with her caring touch for new clients. 
When not working, Marylee enjoys being with her family and excels in her role as grandma and great-grandma. She’s active in her local church and has a lot of fun with her friends. (And she has the stories to prove it!) 


Joyce Abbott
Administrative Specialist
Joyce is Stephanie’s mother and Steve’s mother-in-law. She has been a part of the team from the beginning. Joyce does whatever needs to be done in the office and completes many of the necessary administrative functions. Over the years, Joyce has developed deep relationships with several of our clients, who will ask to visit with her each time they are in the office. 
Joyce enjoys her family, including six grandchildren and two great-grandchildren. In addition, she loves playing bingo and cards and is active in her local church. 


Nicole Steffen
First Impressions Concierge
Nicole Steffen loves to serve our clients with excellence, and it shows in her outstanding client interactions, level of compassion and attention to detail. She also makes an incredible cup of coffee!

Nicole is married to a pastor and is the mother of three growing teenagers. She loves spending time with her large Italian family and baking and entertaining in her spare time. Nicole also is busy with her family and church responsibilities.


Amy Lander
Case Preparation and Life Insurance Processing

Amy Lander handles case preparation and life insurance processing, with commendable attention to detail. Married and the mother of two teenage sons, Amy is an avid runner who enjoys spending time with her family and friends.


To schedule a time to discuss your financial future, contact us at info@fullertonfp.com or call us at (623) 974-0300 today!





Stephanie Fullerton

Fullerton Financial Planning was established by Stephanie Fullerton, a native of Delaware, and resident of Phoenix for 37 years. She set out determined to help retirees preserve their nest egg and meet their financial goals for retirement.
learn more about Stephanie

Our Specialities
» Retirement Planning
» Wealth Accumulation
» Annuities
» Life Insurance
» IRA & 401(k) Rollovers
» Medicare
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Giving Back
» The whole Fullerton Financial Planning team is dedicated to helping the needy in our communities and around the world.

Stephanie and Steve Fullerton, along with their staff, focus on helping individuals create retirement strategies using a variety of financial products to custom suit their needs and objectives. Stephanie Fullerton is a licensed insurance professional with Fullerton Financial Planning. Steve Fullerton is an Investment Adviser Representative with Kingdom Financial Group. Insurance products and services offered through Fullerton Financial Planning. Investment Advisory Services offered through Kingdom Financial Group, LLC, an Arizona registered investment advisor.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.