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"Trust is built with consistency. "

Lincoln Chafee

About Us

PLAN. GROW. PROTECT.

We are a private wealth firm. It is our mission to plan, grow and protect your wealth. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible.

At Silverhawk, our mission is unique in that it shifts and evolves strategically with your needs, depending on your financial goals and resources, the ever-changing economic environment, the opening and closing of financial opportunities, and the existing and evolving government regulations and taxation policies.

Let’s Work Together

Nobody keeps a more watchful eye over your worth than Silverhawk. From asset protection and asset management to complex income tax and estate tax strategies and integration, we’re committed to making your money go further. How can we help? We can:

  • Dramatically reduce your taxable income
  • Dynamic Active (real time) asset management
  • Provide for access to increased capital within your business
  • Assist you to improve, protect and preserve your net worth for generations to come

We have more than 40 years of experience advising high-net-worth individuals, closely held corporations, physicians, tax attorneys and CPAs. Silverhawk provides a completely integrated approach to building your wealth, including utilizing today’s most creative portfolio management strategies and asset protection structures enabling you to keep more of your money where it belongs – in your hands. After all, you’ve earned it.

Call Silverhawk today at (480) 296-0200. Because when it comes to your money, we’ll help you get more out of it, keep more of it and protect it like it was our own.

Our Team

  • Paul J. Mershon, CFP®, CLU, ChFC®, RHU
    Paul J. Mershon, CFP®, CLU, ChFC®, RHU
    President
Paul J. Mershon, CFP®, CLU, ChFC®, RHU
President

Paul J. Mershon earned a bachelor’s degree in business from the University of Minnesota. He began his career in financial planning in 1978 in Minneapolis, Minnesota. In 1981, Paul founded Resource Financial Group in Madison, Wisconsin. Under Paul’s leadership, Resource Financial Group developed into a diversified financial services firm comprised of 11 consultants involved in the design and implementation of financial plans for physicians, business owners and other highly compensated individuals. In 1990, Paul sold his firm to North Star Resource Group, a Minnesota-based firm with a history in the financial services industry dating back to 1908. In 1992, he moved his practice to North Scottsdale and founded Silverhawk. Today Silverhawk advises business owners and high income individuals on available methods to decrease taxes and increase working capital. Paul also works with clients to develop the most appropriate asset allocation strategy available based on their goals, risk propensity, and income level, always careful to assess the current global economic environment as well as potential inefficiencies and opportunities in the investment markets.

Investment advisory services are offered through Silverhawk Asset Management, LLC an SEC registered investment advisor. Insurance products and services are offered through Silverhawk Insurances Services, LLC. Silverhawk Asset Management, LLC and Silverhawk Insurance services, LLC are affiliated companies. www.sipc.org

  • Joe Laux, CFP®
    Joe Laux, CFP®
    Certified Financial Planner™
Joe Laux, CFP®
Certified Financial Planner™

Joe Laux earned his bachelor’s degree in business from Arizona State University. He continued on to pursue a second degree in culinary arts from Arizona Culinary Institute. After three years in professional kitchens, he decided to take his financial advisors’ suggestion and get back to a role in financial services. He made this career change in 2005 to work with Northwestern Mutual, a Milwaukee-based firm that has been in the financial industry for over 150 years. Joe quickly moved up to a management role while building his own practice with individuals and business owners. During the summer of 2010, Joe transitioned to a position with Silverhawk Financial as a financial advisor so that he could service a broader spectrum of his clients’ financial and planning needs in a significantly more comprehensive manner. Today Joe works with physicians and business owners providing education and recommendations that have a dramatic impact on their financial future.  Joe teaches at Banner Health in Phoenix, Honor Health in Scottsdale, and Dignity Health in Phoenix to the residency and fellowship programs to help newer physicians with their financial planning needs as they go through these stages in their career.  He has also taught groups of business owners through the valley on topics such as business continuation, exit strategy planning, key man protection, buy-sell situations, and tax planning strategies.

Joe spends his free time with his wife and son along with their two dogs in Phoenix, Arizona.  He participates in multiple charitable organizations including Scottsdale Active 20/30 Club and currently serves on the board of Sigma Alpha Epsilon- Phoenix Alumni Association. You can read more about him here: Joe Laux

Schedule time with him hereBOOK NOW

Investment advisory services are offered through Silverhawk Asset Management, LLC an SEC registered investment advisor. Insurance products and services are offered through Silverhawk Insurances Services, LLC. Silverhawk Asset Management, LLC and Silverhawk Insurance services, LLC are affiliated companies. www.sipc.org

 

  • Tom Rooney
    Tom Rooney
    Founder of CFC
Tom Rooney
Founder of CFC

Tom Rooney graduated from Eastern Illinois University with a degree in Economics with an emphasis in statistics. After graduation Tom decided to pursue a career in finance and began working for First Chicago Bank and Trust (now part of JP Morgan Chase) in 1994, where Tom was rapidly promoted to Vice President of Institutional Investment Management Sales. This position enabled him to advise a variety of clients with a wide range of solutions to solve their financial needs including 401(k)s and Defined Benefit. In 2005 Tom accepted the Regional Sales Director position in Scottsdale, AZ with Marshall & Ilsley (M&I), a super-regional bank with a robust financial division that managed over $60 billion in assets. In 2010 after M&I was acquired by BMO Harris. Tom had the opportunity to follow his passion and concentrate his attention on the investment analytics, cost and structure of qualified plans.

Today, Tom has leveraged his 20 plus years of experience to establish Clear Fiduciary Consultants, LLC (CFC) a Registered Investment Advisor. CFC is dedicated to retirement plans and the fiduciary responsibility of the employer and committee members. Tom founded CFC to ensure these fiduciary duties are met to minimize the exposure to litigation.

  • Aaron Headley, CFP®
    Aaron Headley, CFP®
    Financial Advisor
Aaron Headley, CFP®
Financial Advisor

A native of Omaha, Nebraska, Aaron grew up in a blue collar family and learned the importance of hard work – and cheering for the Huskers – from an early age. After developing an affinity for math and finance he earned his Bachelor’s in Business Administration and decided to ditch the humid summers and snowy winters for the sun of the southwest (after all, you can’t shovel sunshine).

Aaron began his career in financial planning at Vanguard, educating investors about the company’s funds and managed account offering. After earning his Certified Financial Planner ™ designation, Aaron expanded his knowledge and exposure to financial planning at Fidelity Investments. There he collaborated with multiple advisors to build and expand their practices. His desire to be in a true fiduciary capacity with a Registered Investment Advisor led him to Silverhawk Financial.

In his free time he enjoys watching football, doing projects around the house and traveling to California so his wife can get her “beach fix.” Aaron and his wife look forward to welcoming their first child into the world in January 2017.

 

  • Shanna Rivera
    Shanna Rivera
    Operations Manager
Shanna Rivera
Operations Manager

Shanna has worked in various positions within the financial industry for the past 15 years. She is a skilled and driven compliance/operations specialist with strong analytical, management, and organizational expertise. Shanna is a native of Arizona and recently earned her bachelor’s degree in business at Western International University in 2012.

 

 

 

  • Rachel Roberts
    Rachel Roberts
    Insurance Specialist
Rachel Roberts
Insurance Specialist

Rachel joined Silverhawk with prior experience as a customer service concierge in a successful insurance driven planning practice. She has embraced Silverhawk Financial’s planning process and looks forward to learning as much as possible about all elements of the Tria Process.  This, added to her extensive knowledge of insurance company operations and application procedures, enables her to be a valued asset to the Silverhawk team. Her “client first” attitude and efforts are greatly appreciated!

Rachel is an Arizona native and enjoys spending her time outdoors with her son Holden.

  • Todd Bramson
    Todd Bramson
    Of Counsel
Todd Bramson
Of Counsel

With over 25 years of financial services experience, Todd has developed a national financial planning practice with clients in most states. He believes, “If the trust is there, the miles don’t matter.” His practice has grown exclusively by referrals from satisfied clients. Todd specializes in wealth management for physicians, medical professionals.

Todd has all of the qualifications expected of a professional experienced Advisor, including his CFP® (CERTIFIED FINANCIAL PLANNER TM practitioner), ChFC (Chartered Financial Consultant), and CLU (Chartered Life Underwriter) designations. In addition, he is very active in the community including his church, Blackhawk Country Club, and the Evans Scholars Alumni Foundation.

He has earned a reputation as an exceptional instructor, author and speaker, frequently quoted in Medical Economics. He is “the financial expert” on the local NBC station, having provided almost 130 segments on their Live 5:00 p.m. broadcast. Todd was featured in all seven (August 2000, December 2002, and November 2004, 2006, 2008, 2009 & 2011) issues of Medical Economics, under their exclusive list, “The 150 best financial advisers for doctors.” Todd is also on the editorial board advisory board for the publication. There are only 47 advisors in the world that have made the list all seven times, and only three of these are on the advisory board. He has spoke at the prestigious Million Dollar Round Table, giving a presentation to 1,350 financial advisors from around the world.

http://www.toddbramson.com/amigo/Medical%20Economics%20Top%20150.pdf

Todd is a Registered Representative and Investment Advisor Representative of CRI Securities, LLC and Securian Financial Services, Inc. North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. Silverhawk Financial Group is not affiliated with Securian, CRI Securities, or North Star Resource Group.

  • Katie Carlson
    Katie Carlson
    Registered Client Service Associate
Katie Carlson
Registered Client Service Associate

Katie joins us from Chicago, IL, where she originally started her financial services career having gained ten years of experience working some of the industry’s leading financial firms.  Her positive and caring client service approach ensures that our clients always feel comfortable and well supported.  Katie earned her bachelor’s degree from the University of Illinois at Urbana-Champaign in 2005 and is enjoying her recent relocation to sunny Arizona.

 

 

  • Scott Hadley
    Scott Hadley
    Financial Planner
Scott Hadley
Financial Planner

Scott Hadley is a financial planner who is passionate about helping people make sound financial decisions that will enable them to reach their financial goals. With 20 years of experience in financial services – plus training and certifications in everything from equity trading to insurance, options, and more – Scott works with the other experienced Silverhawk team members to design customized financial plans that look at things from a multi-disciplinary perspective and are tailored to each client’s specific circumstances.

 

As a Private Wealth Manager, and an Investment Advisor Representative, Scott offers his clients a complete financial planning service. From creating a financial plan based on the client’s needs, goals, income, and lifestyle to implementing and monitoring the plan, Scott does it all. Of course, he also coordinates with legal and tax advisors whenever it is needed.

 

One of the many things that sets Scott apart from other Investment Advisors is his passion for and excitement about his chosen career. He is one of those lucky people who looks forward to going to work each day, as wealth management is far more than “just a job” or a paycheck for him. In fact, Scott spends much of his free time reading books about financial planning, studying investment strategies, and following the market.

 

Dedicated to customer service, Scott enjoys educating his clients about all of their financial options. His focus is always on doing what’s best for his clients so as to establish and maintain successful long-term relationships – and to ensure that they can continue to sleep well at night! In his twenty years as an Investment Advisor, Scott has achieved an extraordinarily high client satisfaction rate.

 

For more information about how Scott can help you or someone you know achieve their financial goals, contact him at 949-207-6036 or scott@silverhawkfinancial.com

  • Sean Puckett, CFA
    Sean Puckett, CFA
    Chief Investment Strategist
Sean Puckett, CFA
Chief Investment Strategist

Sean is a current CFA Charterholder, and received his bachelor’s degree in Business Administration in May of 2014 from the University of Montana. While at the University of Montana, he gained a deep appreciation for the importance of well-functioning financial markets and economics, which ultimately steered his path towards choosing Finance as his major. He began his financial career with The Department of the Treasury in 2014 in Phoenix, AZ as an Associate National Bank Regulator. Through his experience as a National Bank regulator he was able to gain insight into the risk management practices of the largest Financial Institutions in the world, and their associated regulations. This led to a stronger understanding of the role Financial Institutions, Monetary and Fiscal Policy, and Capital Markets play in Global Financial Markets, and ultimately, their impact on an individual’s wealth. He has made it a life-long goal to maintain the integrity of the financial system by holding himself to the highest standards of ethical practices, committing to continued education, placing client interests above his own, and promoting professionalism to partners and competitors alike.

Coming from Montana, Sean is an avid outdoorsman. He enjoys taking trips up to Sedona with his wife, daughter, and their Doberman Pinscher to cool off in the Summer.

  • Ami Leone
    Ami Leone
    Receptionist
Ami Leone
Receptionist
  • Robyn Waltz
    Robyn Waltz
    Executive Assistant
Robyn Waltz
Executive Assistant

Robyn Waltz joined Silverhawk with over 8 years of Executive Assistant experience. Her keen attention to detail and customer excellence has aided her in becoming a valuable member of our team. An Arizona native, Robyn holds a B.S. in Business Communication from Arizona State University.  Following graduation in 2011, she worked for a Phoenix real estate company, opening escrow for more than 5,000 single-family homes. Switching gears, she decided to focus on providing top-level support for executive business leaders. She enjoys working side by side with CEOs, CFOs and other upper management, offering peace of mind for priority items. In 2015, Robyn married her husband, Kirk, and diligently worked on remodeling their first home together. She enjoys hiking, cooking, classic cars and walking their Weimaraner, Gavin.

  • Jordan Taylor
    Jordan Taylor
Jordan Taylor

Jordan joined Silverhawk in 2017 after building and leading a successful tax and accounting firm with offices in Phoenix and Seattle. As a CPA, Jordan brings extensive knowledge of IRS code and specific ways to enhance the overall financial picture of Silverhawk clients. He also leads the tax conversations with existing CPA advisors and acts as a liaison for Silverhawk clients wanting to connect their entire financial and tax life in one place, an area that many investment advisors fail to properly unite. Outside of work, Jordan can be found spending time with his wife, Jamaica, and their kids Noah, Ike, Ryan, Sunny and Gus at their home in Phoenix or cabin in Prescott.

  • Brian Vaughn
    Brian Vaughn
Brian Vaughn

Brian joined Silverhawk in 2017 and is anchoring our Seattle office full-time after nearly 6 years with JPMorgan Securities and JPMorganChase as a Financial Advisor and Private Client Banker in Seattle.

Raised in the tropics in the nomadic lifestyle lead by his Navy officer father’s duty, Brian has developed connections and friendships around the country and beyond.  This experience cultivated Brian’s curiosity about all people and their stories.

While still responsible for marketing operations and business development at Intel Corp in Chandler, AZ, Brian earned an MBA at Arizona State University in 2006.  Soon thereafter, Brian joined UBS in Scottsdale, AZ to begin helping people make good financial decisions, starting with learning their stories and helping them prioritize their financial goals.

Brian’s son, Anthony, daughter-in-law, Janine, and grandkids, Kato, Mekhi and Jordynn live in the suburbs of Seattle.  It was due to a desire to be closer to them that Brian moved to Seattle, and started with JPMorganChase.  In 2015, Brian met Dawn who became his fiancee in 2017.

Now with Silverhawk, Brian is able to offer much more value to clients.  By leveraging the internal expertise of the Silverhawk team, and Brian’s network of professionals with whom we can coordinate, let’s help you make sound plans and financial decisions.

Please email Brian at brian@silverhawkfinancial.com to schedule time to share your story, and see if we’re a good fit.

 

 

  • Ted Aust
    Ted Aust
Ted Aust

Ted Aust joined Silverhawk Private Wealth in 2017, bringing nearly a decade of experience in the financial industry to the firm. He is passionate about helping his clients achieve their personal, professional and financial goals and is proud to be part of the Silverhawk team.

Prior to joining Silverhawk, Ted operated his practice under the Northwestern Mutual umbrella, growing his business from the ground up. Before entering the industry, Ted was a senior account executive with Canon USA, Inc. in Philadelphia.

Ted attended Villanova University where he earned his bachelor’s degree in communication and minored in business. He was a member of the university’s Division I baseball team for four years. After undergoing arm surgery his senior year, Ted pitched for Arizona State University during his extra year of athletic eligibility.

A native Phoenician, Ted happily returned to his home state in 2010. He lives in North Scottsdale with his wife, Amy, and daughter, Emily. Involved in the community, Ted is a member of the Scottsdale Active 20-30 Club, a philanthropic men’s organization which raises funds for children’s charities. In his free time, he enjoys spending time with his family and friends, golfing, hiking, traveling and cheering his favorite Arizona teams and the 2016 NCAA Champion Villanova Wildcats to victory.

To learn more about Ted and how he can help you meet your financial goals, contact him at 480.246.3322 or ted@silverhawkfinancial.com.

 

 

 

  • Scott Rose
    Scott Rose
    CRPC Chief Operating Officer
Scott Rose
CRPC Chief Operating Officer

Scott Rose AAMS, CRPC Chief Operating Officer, has more than 15 plus years of progressively increasing influence in his experience leading employees for two companies within the financial services industry. He is currently the Regional Vice President for the Pacific Region serving corporate responsibilities within the states of California, Oregon, Utah and Nevada.

Scott has spent all of his 15 plus years on the retail side of the financial services industry, responsible for growing market share by serving clients needs through comprehensive financial advice along with recruiting and developing both advisors and managers. He is known for his ability to successfully turn around opportunities with a leadership approach that balances strong systems and execution with a focus on the individual leaders goals and development. This approach has also helped he and his team(s) to successfully navigate change while fostering positive, competitive and compliant cultures aligned with the corporate values.

Among his previous position, Scott served as Regional Vice President with Waddell and Reed Inc. and as Field Vice President with Minneapolis based and Fortune 500 company Ameriprise Financial, Inc.

Scott holds a Bachelor of Science degree from the University of Texas at Dallas. He lives in Denver Colorado with his wife and 3 children.

 

  • Thomas Doolittle
    Thomas Doolittle
Thomas Doolittle

Thomas Doolittle moved to Arizona after growing up and completing his degree in Finance from the University of Iowa in Iowa City. His career has navigated diverse roles while working for Charles Schwab and Vanguard gaining several different perspectives; first in helping clients from brokerage transactional needs and later furthering his development by delivering complex financial planning advice. Thomas came to Silverhawk to continue following his love for understanding investment management and his passion for helping clients reach their financial goals.

In his spare time Thomas enjoys being active, hiking, biking, and just about anything to get outside to enjoy the amazing Arizona landscape. When there’s time, he and his wife love to travel and explore places they’ve never crossed before.

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Contact Information

Silverhawk Private Wealth – Headquarters
21090 N. Pima Road
Scottsdale, AZ 85255

 

Irvine Office
9911 Irvine Center Drive, Suite 100
Irvine, CA 92618

 

Seattle Office
1601 5th Ave Suite 1100
Seattle, WA 98101