Meet The Team
The team behind Fullerton Financial Planning is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Stephanie Fullerton President & Co-Founder, Investment Advisor Representative
Investment Advisor Representative and Licensed Insured Professional, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by two guiding principles: integrity and honesty.
"In retirement, I don't believe people should be risking their money," she says. "We share strategies to help protect what they have already earned and to generate retirement income."
Named one of Arizona's Top 100 Business Women 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 and Fox 10. 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. and Samantha; son-in-law, Josh; and grandchildren, Shiloh, Indy, and Finley enjoy snowboarding, skiing, and spending time in the mountains.
They are also involved in their local church and participate in charitable opportunities locally and internationally.
Steve Fullerton Co-Founder of Fullerton Financial Planning, Investment Advisor Representative & President of Kingdom Financial Group
Founder and President of Kingdom Financial Group LLC, an SEC Registered Investment Advisor, and an Investment Advisor Representative, Steve has passed the Series 7, 63, and 66 securities exams and holds life and health insurance licenses in Arizona.
Steve helps clients prepare for one of the most important periods in their lives: retirement. Steve works with retirees and pre-retirees to discover their unique needs and goals by helping clients create a strategy to achieve them.
Steve retired from Arizona law enforcement after 22 years of honorable service. He enjoys spending time with his family in the mountains, especially hunting and fishing. He has the heart of compassion and service and assists the less fortunate locally and around the world.
Erick Jimenez Investment Advisor Representative
Drew McKaig Investment Advisor Representative
Scott Preble Investment Advisor Representative
Assistant to Senior Advisor
Assistant to Senior Advisor
AZ Certified Legal Document Preparer #81076
Alex Becker Director of Marketing
Steve Fullerton Jr. Director of Client Services
Dianne Sackrider Director of Finance and Operations
Matt Tobey Director of Operations and Human Resources
Connie Whetstine Director of Client Services
Client Services Specialists
Caryn Bort Client Services Specialist
Terri Faust Client Services Specialist
Debbie Ramirez Client Services Specialist
Mary Serwa Client Services Specialist
Leslie Winchester Client Services Specialist
Operations & Servicing Associates
Amy Lander Operations and Servicing Associate
Dallas Fox Operations and Servicing Associate
Tia Keicher Operations and Servicing Associate
Zach Tobey Client Acquisition Specialist
Kristen Flavell Scheduler
Stephanie 'Mac' MacInnis
Administrative Assistants & First Impressions
Kristin Ornoski First Impressions Concierge
Kristine Pitrat First Impressions Concierge
Joyce Abbott Administrative Specialist
Marylee Fullerton Administrative Assistant
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.