Kris joined Crewe’s Private Wealth Management division as a Partner in 2021 and brings nearly 20 years of experience in overseeing the strategic development and delivery of customized wealth planning services to high-net-worth individuals and families, including senior executives and business owners. After spending close to a decade in public accounting focused on creating sophisticated … Read more
With more than 30 years in the banking industry, Judie Verb brings a wealth of knowledge and experience to her role at U.S. Bank. As Executive Vice President of Consumer and Business Banking for the West Region, Judie oversees a team of approximately 3600 retail and small business bankers and is focused on maximizing market … Read more
Manoj Varghese is the Head of Technology at Stax Payments, where he leads efforts to drive innovation and reliability across the company’s technical infrastructure. Before joining Stax, Manoj was the Head of Infrastructure and Site Reliability Engineering at Venmo/PayPal, where he played a key role in enhancing the company’s cloud operations and reliability strategies. Manoj’s … Read more
Dr. Michael E. Staten is the Bart Cardon Associate Dean for Academic Programs and Professor of Agricultural and Resource Economics in the University of Arizona’s College of Agriculture and Life Sciences. From 2007 to 2017 he also served as director of the UA’s Take Charge America Institute for Consumer Financial Education and Research (TCAI) Prior … Read more
Dr. Emily Schwartz is the financial education manager and assistant vice president at MidFirst Bank. She has spent ten years building the MoneyMoments program, a consumer facing financial education program consisting of virtual and in-person workshops and online resources that are free of both cost and commercial to community members. The MoneyMoments program has been … Read more
As a senior vice president and a senior wealth strategist, Katie leads the deep and dynamic discovery process to achieve a mutual understanding of your family, business (if applicable), and financial goals to determine what is truly important to you in achieving peace of mind. She works with you and your advisors to help develop … Read more
Susan Lee currently serves as the Assistant Treasurer at Pinnacle West Capital Corporation and Arizona Public Service Company. She has responsibility for the company’s external debt and equity financing, banking and rating agency relationships, cash management and liquidity forecasting, and credit risk management. As importantly, Susan supports the company’s efforts to enhance the financial acumen … Read more
Jason brings over 20 years of experience in finance, accounting, and treasury roles. He has held a variety of leadership positions at companies including ASML, IO Data Centers, US Airways, Russell Investments and the University of Michigan. He currently serves on the board of the Arizona Council on Economic Education and previously served as the … Read more
Julie Jakubek, MBA is currently the Chair of the Arizona Council on Economic Education. Julie has been on the board of directors for the past 13 years. She is the owner of the award-winning insurance agency, Julie Jakubek: Allstate Insurance since 1996. Julie and her team assist clients with all types of insurance products. … Read more
Bill Hicks focuses on tax-exempt finance, including general obligation, revenue, and special assessment bonds; lease-purchase certificates of participation; and nonprofit corporations. He has been recognized in The Best Lawyers in America, corporate law, mergers and acquisition law, municipal law, and public finance law, for 2003-2019. Bill was named Best Lawyers’ Phoenix Municipal Lawyer of the … Read more
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16421 N. Tatum Blvd., Suite 123, Phoenix, Arizona 85032 Tel: (480)-368-8020 | EIN: 86-0896574
