<sub>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 help 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 2004-2023, he held the firm’s Platinum Council Distinction. The Platinum Council distinction is 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. 2024-2026 he was recognized as a member of the firm’s Platinum Council Program, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors by business production from the previous year and professionalism. Mitch is also a Private Investment Management Portfolio Manager and Barron’s Top 1200 Financial Advisors 2022-2025 and Barron’s Top 1500 Financial Advisors 2026*, Forbes Best-in-State Wealth Advisor 2023-2026** and the team, Source Private Wealth Group, was awarded the Forbes Best in State Walth Management Team 2026***.

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.




 

*2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com).

2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com).

2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.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). 

The Barron's Top 1,200 Financial 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.

 





**2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com).

2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 

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).

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.

 

***2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

 



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</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 22 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.

Shalene brings energy, enthusiasm, and creativity to the team and to our family of clients. She attended Oregon State University and graduated with a double degree in Finance and Marketing. Thereafter she spent her late evenings and weekends earning a CERTIFIED FINANCIAL PLANNER® certification from the University of Portland.

A lifelong learner, she completed her Certified Investment Management Analyst (CIMA®) designation from The Wharton School of Business at University of Pennsylvania. She is a Private Investment Management Portfolio Manager for the team as well as our specialist in Sports and Entertainment advising.  She and her husband are blessed with three terrific children.

Part of who Shalene comes from is her prior life as a competitive golfer (one of the most mentally tasking games you can play as you play yourself) and her time spent working in her early career at Morgan Stanley. In the stockbroker era, she learned her work ethic of what it took to become a trusted advisor. She learned about hard work, attention to detail, discipline, consistency, process, and perseverance.

Our team is like a family and our clients are an extension of that family. The work ethic, camaraderie, and values are reflected in the success we all share. A reflection of our team’s success, Shalene is often honored and humbled with requests to speak at industry events designed to promote best practices and has received several awards.

As a team, it is our mission to help our clients live well and retire better. Simply put, Shalene wants to have a positive impact on the lives of other people and live out being a woman for others.

 

 

 

 

AWARDS AND RECOGNITIONS

Platinum Council Advisor 2017-2026

(2024-2026) The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production based from the previous year and professionalism. (2017-2023) The Platinum Council distinction is 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

Forbes Top Women Wealth Advisors Best-in-State 2024 - 2026

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. The Forbes Top Women Wealth Advisors Best-in-State 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.

Forbes Best-in-State Wealth Management Team 2026

Source Private Wealth Group of Wells Fargo Advisors

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

Forbes Top Next-Gen Wealth Advisors 2018, 2019, and 2025

2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (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. 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.

Forbes Top Next-Gen Wealth Advisors Best-In-State 2022-2025

2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Top Next-Gen Wealth Advisors Best-in-State 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.

Working Mother’s Top Wealth Advisor Moms 2019 & 2020

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. The Working Mother’s Top Wealth Advisor Moms 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



CERTIFIED FINANCIAL PLANNER® professional
The CFP® certification is awarded to financial professionals who meet rigorous education, examination, experience, and ethical requirements. CFP® professionals are trained to provide comprehensive planning across retirement, estate, tax, investment, and risk management strategies.

CIMA® - Certified Investment Management Analyst
The CIMA® certification is an advanced credential focused on investment consulting, portfolio construction, asset allocation, and risk management. It is designed for advisors who provide sophisticated investment management strategies for individuals and institutions.

CRPC® - Chartered Retirement Planning Counselor
The CRPC® designation prepares advisors to address the financial needs and challenges individuals face before and after retirement. Coursework emphasizes retirement income planning, Social Security considerations, healthcare costs, and wealth transfer strategies.

SE-AWMA® - Sports & Entertainment Accredited Wealth Management Advisor
The SE-AWMA® designation focuses on the unique planning needs of professional athletes, entertainers, and industry professionals. The curriculum covers career transitions, cash flow management, tax considerations, legacy planning, and wealth preservation strategies.

CA Insurance Producer License # 0L31270. Resident State: AZ

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 Program from 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 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.

CA Insurance Lic. 4085874, Resident State AZ

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.