Your Goals and Dreams, Our Guidance

Serving high net-worth individuals, corporations, and executives, Mitch provides advanced investment and wealth-building strategies and identifies issues that apply to his clients, such as tax efficient investment strategies, portfolio management and retirement planning. Mitch will coordinate his activities with those of his clients’ CPAs and attorneys to ensure proper management of client affairs. Mitch feels his depth of experience allows him to be innovative, aggressive, and prudent  in helping executives manage personal wealth and providing access to lending services through Wells Fargo Affiliates and employee retirement plans.
     Since 2004, he has been a member of the firm’s Platinum Council Program, (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors  within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Mitch is also a Private Investment Management Portfolio Manager and Barron’s Top 1200 State by State Advisor in 2022 and 2023 and Forbes Best-in-State Advisor 2023**.
He began his career in Scottsdale in 1981, after moving from Ohio with his wife, Debbie. They have one daughter who lives in Brentwood. Mitch is a 2011 Spirit Award winner and sits on the HonorHeath Foundation Financial Heath Advisory council. In his free time, he enjoys playing golf, supporting local charities and working out at boot camp.

<sub>**The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. The Wells Fargo Advisors Spirit Award was established to recognize a select group of Platinum Council Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. The Wells Fargo Advisors Platinum Council distinction is held by a select group of Financial Advisors within the Firm as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients.</sub>

As a founding member of Source Private Wealth Group of Wells Fargo Advisors, Shalene has had the privilege of being a trusted advisor to families and institutions for over 19 years. Shalene has been instrumental in building the team, defining the long term vision, and putting in place the structure and processes to effectively deliver exceptional services for clients. As a Forbes Top Next Generation Advisor* 2018, 2019 and 2022, Shalene has grown personally and professionally by being accountable to 18 CEOs from different industries. Working Mother Magazine: Top Wealth Advisor mom 2019, and 2020 is a distinction determined by a rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
     We’re committed to one another with integrity and transparency to benefit our clients, our companies, our families, and our communities. Shalene brings energy, enthusiasm and creativity to the team and to our family of clients.
Simply put, Shalene wants to have a positive impact on the lives of other people and live out being a woman for others.

_{*The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

Our Client Associate, Valerie Lyons, specializes in providing concierge services to our clients by assisting them with their administrative needs. As a registered associate, she is also able to assist the team and clients with securities trading execution. She also facilitates income distributions to our clients, so they receive their income as requested. With her extensive knowledge of administrative procedures, she makes it easy for clients to obtain and understand documents such as statements, tax reporting, and performance reports, to name a few. Valerie has a vast knowledge of the variety of account types and is diligent to ensure accounts are coded accurately and funds are deposited correctly. She is committed to giving clients the best possible service using her financial experience and comprehensive knowledge. She has more than 30 years’ experience in the securities industry with the last 15 years as a Registered Client Associate. She holds the FINRA General Securities Representative Series 7 registration and the State Securities Series 66 registration; in addition, she is licensed with the State of Oregon for health, life and variable annuities. Valerie has lived in the Pacific Northwest since 1991. Some of her interests outside of work include cycling, downhill skiing, outdoor summer concerts and camping.

Sonja and Mitchell Stillman have worked as team since the mid-1980’s. Sonja specializes in handling all operational questions, research, and documentation processing for their clients. She has extensive experience and knowledge in the area of trusts and estate processing along with working with CPAs and Attorneys. Sonja is FINRA registered and holds Series 7, 63 and SIE registrations. She is registered in 36 states. The recipient of numerous company awards and designations, Sonja’s most recent award includes the Distinguished Service Professional through Wells Fargo Advisors’ Platinum Council Client Associate Program.

_{The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity, and core leadership values.}

As an administrative assistant, Kasey Hobson, is involved in providing essential support to all team members and ensure smooth operations within Source Private Wealth Group of Wells Fargo Advisors.

Kasey assists with day-to-day operations, managing calendars, scheduling appointments, coordinating meetings/events, handling phone calls, emails, as well as greeting visitors and directing them appropriately.

Another important role Kasey plays on the team is connecting Source Private Wealth Group to our current and future clients with the goal of building our community online. Kasey is very creative in establishing and maintaining our online presence by managing our website, implementing content strategies on our social media platforms, marketing activities, planning digital campaigns and other special projects.

Kasey grew up in the rainy state of Washington but moved to the sunny state of Arizona in 2019. After work, you can find Kasey cherishing quality time with her loved ones, exploring new destinations/ cultures, and working on her golf game.

Amy Mohnsam
Senior Registered Client Associate
Officer
 
Amy began her financial services career at a small investment banking firm in 1995. In 1997, she transitioned to Norwest Investments, a predecessor of Wells Fargo Advisors as a registered sales assistant. With 29 years of experience, Amy has a deep understanding of the level and quality of service our clients expect, she has valuable insights into the unique needs of our clients.

Amy holds a Bachelor of Science in Economics and a Bachelor of Arts in Law & Society from Purdue University. She holds the FINRA Series 7, 63 and 65 securities registrations and her Arizona insurance license.

Amy resides in Cave Creek with her husband, Deven, and two children, Cody and Brooke. She enjoys traveling, working out and spending time with the family.

Marla Horwitz

First Vice President – Investment Officer

A devoted Financial Advisor with Wells Fargo Advisors for over 25 years, Marla has worked with individuals, families, executives and small business owners to achieve their financial and retirement dreams, while enjoying the journey along the way.

As a CERTIFIED FINANCIAL PLANNER® professional, Marla helps clients holistically address all aspects of their financial lives including investments, insurance, tax planning, retirement, estate and legacy planning.   Her expertise as a Retirement Income Certified Planner™ (RICP™) means establishing a secure, effective, and lasting retirement income plan for clients that they resoundingly say gives them peace of mind and financial freedom.

Marla has a passionate belief that knowledge is power and is touted for her ability to explain complex financial strategies in simple and easy to grasp terms.  She strongly believes that one’s financial health is an inseparable and integral part of one’s overall sense of health and well-being and makes this her guiding principle in all manner of providing advice and service.

Marla and her husband have lived in Arizona for many years, but she is originally from Chicago.  She loves music, from classical to jazz, is an avid fan of hiking, biking, walking, cooking, dogs, gardening, yoga, Qi Gong and chess.

Marla’s main focus is always to help clients achieve a level of capital resources, and ultimately income, that will enable them to carry out their desired lifetime and testamentary objectives.

 
CA Insurance Lic.# 0D71264, Resident State AZ