Our Team
(602) 952-2500 | (984) 364-2014
- B.S., Business Administration-Finance and Real Estate, University of Arizona
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
- Accredited Investment Fiduciary® (AIF®) designation
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Arizona School for the Arts – Past President, Governing Board
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Santa Cruz 27 National Class Association – Past President, Governing Board
With you as the focal point of your plan, I will ask detailed questions to gain an understanding of your personal financial situation, retirement and investment objectives, and time horizon. I believe mutual trust and understanding should be the basis for our relationship, and I am confident that you will receive the value you expect and deserve. As my clients' advocate, I am committed to placing their interests at the forefront of my practice.
Michael graduated from Arizona State University's W.P. Carey School of Business with a bachelor's degree in 2012. Shortly after, he began his career with Stifel at the Phoenix, Arizona, branch as a Cashier. In 2017, he joined the Hagen Wealth Management Group as a Financial Advisor Associate. He also holds Series 7 and 66 securities licenses.
Michael resides in Phoenix and enjoys an active lifestyle as well as giving back to his community. He is a member of Emerging Leaders, a group of young professionals dedicated to advancing the mission of Phoenix Children's Hospital.
Irma has been in the financial services industry for over 15 years and joined Stifel's Irvine, California, office in 2009. She relocated to Stifel's Phoenix office in 2014 and serves as the first point of contact for the team's clients. She is responsible for a wide variety of administrative support duties and is committed to providing a high level of service.
In her spare time, Irma enjoys spending time with her husband, James, and her two dogs, Fiona and Paco. She also volunteers with “New Song” center for grieving children.