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.

From 2004-2024, he has been a member of the firm’s Platinum Council Program, a distinction  held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following:  completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.  Mitch is also a Private Investment Management Portfolio Manager and Barron’s Top 1200 Financial Advisors in 2022 and 2023*** and Forbes Best-in-State Wealth 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 Honor Health Foundation Financial Heath Advisory council. In his free time, he enjoys playing golf, supporting local charities and working out at boot camp.



**2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).

***2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com). 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021.

View Award Disclosures

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.

_{CA Insurance License # 0C69208. Resident State: AZ}

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.



<sub>*2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18.

**2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Workingmother.com). 2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19.

View Awards Disclosures


CA Insurance Producer License # 0L31270. Resident State: AZ</sub>

Sonja and Mitchell Stillman, Managing Director - Investments have worked as a 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 41 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 Programfrom 2015-2018.

_{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.}

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.

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.