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PLAN. GROW. PROTECT.

Silverhawk Private Wealth is a wealth management 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. We seek to provide holistic, innovative strategies you won’t find elsewhere.

Learn more about our services:

PLAN. GROW. PROTECT.

Silverhawk Private Wealth is a wealth management 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.

Executive Team

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Paul J. Mershon, CFP®, CLU, ChFC®, RHU
Founder & CEO

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Joe Laux,  CFP®, CPWA®, CEPA®
Certified Private Wealth Advisor®

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Scott Rose AAMS®, CRPC®
Chief Operating Officer

Portfolio Management Team

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Gregory R. Lai, CFA
Principal, CEO, Lead Portfolio Manager

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David H. Sugimoto, CFA
Sr. Portfolio Manager

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Gaylord B. Lyman, CFA
Sr. Portfolio Manager

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Iman Movahed
Sr. Portfolio Manager and Co-Director of Research

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Michael A. Petrino
Sr. Portfolio Manager

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Steven L. Spare, CFA
Sr. Director, Relationship Management

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Joshua Katz, CFA
CCO, Manager of Investment Operations

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Alex Hsiao
COO, Sr. Director Client Engagement

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Craig von Peters
Director of Advisor Services

Client Support Team

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Shanna Rivera
Operations Manager

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Brian Vaughn
Private Wealth Advisor

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Scott Hadley
Private Wealth Advisor

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Harrison Mershon
Private Wealth Advisor

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Aaron Headley, CFP®
Private Wealth Advisor

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Kaitlyn Laney, CFP®
Private Wealth Advisor

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David Bean, CPA®, CEPA®
Private Wealth Advisor

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Nicholas Fisher, CRPC®
Private Wealth Advisor

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Zachary Green
Private Wealth Advisor

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Tom Rooney
Qualified Plan Specialist & Founder of CFC

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Alison Brownell
Insurance Support Specialist

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Nicole Kloenne
Client Service Associate

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Kimber Prosser
Executive Assistant to Paul J. Mershon

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Robyn Waltz
Executive Assistant to Joe Laux

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Colleen Johnson
Client Concierge

Let's Start a Conversation

Contact Information

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

 

Orange County Office 
949.207.6036

 

Seattle Office
206.480.0829

 

Memphis Office
5190 Walnut Grove Road
Memphis, TN 38117

 

Denver Office
5745 Amber Ridge Place
Castle Pines, CO 80108