Phocus Financial Employee Directory

Q: Who are Phocus Financial key employees?

Some of Phocus Financial key employees are Kyle Trueba , Tyler Grantham , Karen Fulkerson , Lanaya Ewald , Morgan Keil

Phocus Financial corporate office is located in 7600 N 16th St Ste 100, Phoenix, Arizona, 85020, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Key Employees of Phocus Financial

KT
Kyle Trueba
Financial Advisor
PhoneEmail
TG
Tyler Grantham
Certified Financial Planner & Professional
PhoneEmail
KF
Karen Fulkerso...
Administrative Assistant
PhoneEmail
LE
Lanaya Ewald
Financial Advisor
PhoneEmail
MK
Morgan Keil
Financial Advisor
PhoneEmail
MT
Mallory Tower
Executive Assistant
PhoneEmail

Phocus Financial Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Phocus Financial

Hundreds of professionals searching for Phocus Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MT
Mallory Tower
Email Direct
Executive Assistant
United States , Arizona , Phoenix

KF
Karen Fulkerson
Email Direct
Administrative Assistant
United States , Arizona , Phoenix

EV
Erin Vega
Email Direct
Client Services
United States , Arizona , Phoenix

TG
Tyler Grantham
Email Direct
Certified Financial Planner & Professional
United States , Arizona , Phoenix

LE
Lanaya Ewald
Email Direct
Financial Advisor
United States , Arizona , Phoenix

MK
Morgan Keil
Email Direct
Financial Advisor
United States , Arizona , Phoenix

Clayton Janson
Email Direct
Founder
United States , Arizona , Phoenix

TC
Tyler Clark
Email Direct
Financial Advisor
United States , Arizona , Phoenix

JR
Jennifer Rusk
Email Direct
Financial Advisor
United States , Arizona , Phoenix

BS
Beau Sheedy
Email Direct
Financial Advisor
United States , Arizona , Phoenix

KT
Kyle Trueba
Email Direct
Financial Advisor
United States , Arizona , Phoenix

Former Employees at Phocus Financial

Explore people who held key positions, contributed to Phocus Financial's success, and advanced their careers.

Roy Morris

Registered Representat... at United Planners Financ...

Worked as Financial Planner

at Phocus Financial (2020-2026)

Direct

Amy Brown

Executive Administrati... at The CCMC

Worked as Operations Associate

at Phocus Financial (2016-2024)

Direct

Will Barnett

Senior Strategic Plann... at Eversana Intouch

Worked as Finance Intern

at Phocus Financial (2018-2018)

Direct

Mask Content

Keyholder at Bath & Body Works

Worked as Receptionist

at Phocus Financial (2022-2022)

Direct

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Frequently Asked Questions Regarding Phocus Financial Employees

How many employees does Phocus Financial have?

Phocus Financial has 1-10 employees

Who are Phocus Financial key employees?

Some of Phocus Financial key employees are Kyle Trueba, Tyler Grantham, Karen Fulkerson, Lanaya Ewald, Morgan Keil

Where is Phocus Financial located?

Phocus Financial’s headquarters are located at 7600 N 16th St Ste 100, Phoenix, Arizona, 85020, United States

How do I contact Phocus Financial?

Phocus Financial Contact Info: Phone number: (602) 955-7705 Website: www.phocusfinancial.com

What does Phocus Financial do?

Phocus Financial is a comprehensive financial services firm that specializes in providing financial, investment, insurance, tax, and estate planning strategies. They cater to at-retirement families, closely-held business owners, and public service sector employees. The team consists of credentialed professionals dedicated to building trusted relati... Read More

Is Phocus Financial a public company?

Phocus Financial is private company therefore does not currently have an official ticker symbol

See more information about Phocus Financial Employees