Bank of Blue Valley
Wealth Management

We deliver a strategic investment plan that meets your goals by balancing risk tolerance and financial needs.

Our WEALTH management process begins with an assessment of needs, resources and goals.

  • Do you prefer current income, asset growth, or both?
  • What is your time horizon and your tolerance for risk?
  • Do you have tax or legal considerations?
  • Do you want to avoid – or emphasize – certain types of companies?

Answers to questions like these help us determine your investment profile and recommend an asset allocation based on specific objectives and requirements.

We believe that our clients are best served by a team of investment experts rather than a single portfolio manager. Each member of our investment team specializes in a particular asset class, sector or market. Guided by senior advisors, the team designs portfolios to meet objectives that range from very conservative to aggressive. Security allocations within each portfolio are monitored carefully and change over time as markets and economies evolve.

Our primary goal for all portfolios is to achieve favorable long-term returns without taking undue risk.

Contact us to have one of our Wealth Advisors help you build a financial strategy.


Contact a Wealth Advisor to get started


Brooks Crandell
Wealth Advisor - Phoenix

Nadia Cunningham
Wealth Advisor - Phoenix

Isabella Saydyk
Associate Wealth Advisor - Phoenix

Allison Cox, JD, CTFA
Senior Vice President, Wealth Management

Tony Cox
Wealth Advisor

Brett Flood
Wealth Advisor

Stacey Hines, J.D.
Senior Vice President, Private Client Services Market Leader

Sarah Reicks, CFA, CWS®
Vice President, Wealth Advisor

Anita Adams
Vice President, Wealth Advisor

Regan Takes
Associate Wealth Advisor

Alex Larson
Assistant Vice President, Wealth Advisor

Brittany Loeffelholz, CFP®
Wealth Advisor

John Nemmers, J.D., CTFA
Fiduciary Officer, VP

Barry Kramer
Vice President, Wealth Advisor

Gavin Doyle
Assistant Vice President, Wealth Advisor

Mary Ann Heine
Private Banker

Donna Mohr Kinney, JD
Wealth Management Market Leader

Patti Skogstad
Wealth Management Fiduciary Officer


Jacob Johnson, CFP®, CRPC®, CTFA
Wealth Advisor

Matt Peterson
Wealth Management Portfolio Manager


Camilla Serrano, CTFA
Senior Vice President, New Mexico Market Leader

Irene R. Trujillo, CWS®
Vice President, Fidiciary Officer

Nicole Cardenas
Vice President, Fidiciary Officer

Ken DeBettignies
Vice President, Wealth Advisor

Gaby Soto
Fiduciary Administrator

Shirl Welch
Associate Wealth Advisor

Daniel Braun
Vice President, Wealth Management Portfolio Manager

Julie Enloe
Vice President, Wealth Advisor

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Products offered by Wealth Advisory Services, Heartland Retirement Plan Services, not FDIC Insured, are not bank guaranteed and may lose value.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank of Blue Valley and Blue Valley Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Blue Valley Investment Services, and may also be employees of Bank of Blue Valley.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Blue Valley and Blue Valley Investment Services. Securities and insurance offered through LPL or its affiliates are:

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.