Finance

Vickie Garcia CFP® | Wealth Advisor

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About: Vickie is a Partner at AmeriFlex Financial Services. Early in her career, Vickie wanted to become a trusted advisor for her clients as they faced the complexities of their financial journey. A CERTIFIED FINANCIAL PLANNER practitioner, Vickie believes in open, honest communication with clients to build lifelong relationships. Vickie holds a Bachelor's Degree in Management along with the series 7, 6, and 66 securities licenses and life and health insurance licenses.

She is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors. Vickie will appear in the 2018 edition of Know Phoenix, 150 women you must KNOW and do business with.

Specialties: Vickie helps her clients plan for what's next. She helps clients navigate through transitional events such as a sale of business, retirement, inheritance, death of a loved one, and divorce.

Quote: "Helping my clients make decisions that can shape their future is a privilege– and a responsibility– that I take very seriously."

Connect: Contact Vickie at vickie.garcia@ameriflex.com or at (480) 990-9100, or visit her website below!

member since november 2017

Securities and Advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance services offered through Ameriflex Financial Services not affiliated with Osaic Wealth, Inc. Additional services referenced are not provided by Osaic Wealth, Inc. Listed Entities not affiliated.

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Shayne Neuwirth | Managing Partner

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NEUWIRTH AND ASHFORD CPAS PLLC | WWW.SRNCPA.COM
SHAYNE@SRNCPA.COM | (480) 393-0755

About: Shayne Neuwirth, CPA, is the Managing Partner of Neuwirth & Ashford CPAs, PLLC, a Scottsdale-based accounting firm she founded and built from the ground up. A licensed CPA with 22 years in the accounting industry, Shayne brings deep expertise in tax strategy, compliance, and advisory services for individuals, business owners, and families.

She began her career in both public and private accounting before launching her own practice, which has since grown into a thriving, woman-led firm serving over 2,000 clients annually. Her firm has received recognition as a top CPA firm in Arizona every year from 2019 to the present, reflecting its commitment to client service, technical excellence, and community leadership.

What Shayne enjoys most about the accounting profession is its ability to bring clarity and peace of mind during high-stakes financial moments. She’s passionate about helping clients feel informed, confident, and supported, whether selling a business, planning for retirement, or navigating life transitions. Known for her approachability and attention to detail, Shayne has built a career rooted in trust, integrity, and empowering others through financial insight.

Specialties: Shayne Neuwirth, CPA, specializes in proactive tax planning and advisory services for high-net-worth individuals, closely held businesses, and family trusts. With a focus on clarity, compliance, and long-term strategy, she helps clients navigate complex financial decisions, including business transitions, real estate investments, multi-generational planning, and entity structuring. Shayne is known for making sophisticated tax concepts approachable, offering tailored guidance that empowers clients to make confident, informed choices.

Quote: “I believe the most valuable thing we offer our clients isn’t just technical expertise, it’s peace of mind.”

Connect: Contact Shayne at shayne@srncpa.com or at (480) 393-0755, or visit her website below!

MEMBER SINCE NOVEMBER 2024