Bringing Confidence to Your Investment Planning
From Dreams… To Goals… To Flexibility… To Confidence
About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Your Wealth. Our Focus.
We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
Meet Our Team
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Michael L. Barlow
Managing Director - Investment Officer
Email Address
michael.barlow@wellsfargoadvisors.comPhone Number
(480) 641-4766Michael Barlow – is a native of Grosse Pointe, Michigan. I moved to Arizona in 1976 and earned a business degree from Arizona State University in 1980. I have been in the work force for 45 years, with 43 years in the financial service industry. I advise 450 clients, in 36 states; and help manage approximately 475 million dollars as of August 2025. I am married, 68 years old, and live in the Ahwatukee Foothills area. My wife Lisa and I have four grown children and 11 grandchildren. Our personal and investment goals are to plan and save for our grandchildren’s education and our retirement.
California Insurance License #0J08399
Resident State Arizona
Joshua Mathews
First Vice President - Investment Officer
Email Address
joshua.mathews@wellsfargoadvisors.comPhone Number
(480) 461-5029Brian Warden
Senior Registered Client Associate
Email Address
brian.warden@wellsfargoadvisors.comPhone Number
(480) 641-4756