Our Team
Our team has over 60 years of collective experience and was founded by CERTIFIED FINANCIAL PLANNER™ professionals with your best interests in mind. With no proprietary financial products, feel confident that our approach aims to help get you to where you want to be.
We have offices located in Phoenix, Arizona; Chico, California; and Webster, New York (Rochester). We are licensed throughout the United States.
Phoenix, AZ
Chris Urness, CFP®, ChFC®, AAMS®
Founder & CEO
I began my financial practice in 2002 with a clear understanding that building Trust is everything, and that Trust must be earned! My mission is clear: to provide honest, ethical, and
Mark Fulton
VP of Operations / Wealth Advisor
I believe that the key to building a successful financial journey starts with understanding your vision of the future, and together with regular communication, the latest technology, and awareness of market trends, forging a powerful...
Katelyn Fife, CFP®, CDFA®
Wealth Advisor
I am proud to be a Financial Advisor at FocalPoint Wealth Management. I enjoy working with people and building relationships with clients. My advice is always centered on my clients, never on any products. I am here to become my...
Stuart Murray, CFP®
LPL Financial Advisor
Rick Powell, CFP®, CLU®, ChFC®
Wealth Advisor
Since 1993, Rick has been helping hard-working business folks and retired versions of them build and preserve their assets and plan for the retirement they want. Rick is the principal LPL financial planner for...
Ira M. Shapiro
Wealth Advisor
Jessica Langdon
Operations Manager
Personal Background Jessica Langdon is our esteemed Operations Manager. With her strong background in finance, marketing and small business, Jessica brings energy and positivity to the position. Jessica earned a Marketing degree from...
Linda Powell
Director of Client Celebration
David Cargill, CFP®, CPFA®
Associate Advisor
602-737-2018 (voice only)
Webster, New York (Greater Rochester Area)
Steve Vestri
Wealth Advisor
It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit...
AJ Stuver, CFP®, MBA
Wealth Advisor
Justin Vestri, CEPF®
Wealth Advisor
From a young age, I knew I wanted to be a Financial Advisor and follow in the footsteps of my father who has successfully grown his business through forming relationships with clients built on trust. Observing the way in which he cares...
Chico, CA
Jana Lockhart
Wealth Advisor
As a former educator, it is my passion to help others learn and grow when it comes to understanding their finances. I am highly organized and enjoy the opportunity to present information in a clear, concise, and relatable manner....