AZ Big Spotlight: Wilde Wealth Management, Gallagher & Kennedy, STORE Capital

Wilde Wealth Management Group aligns with ECA Financial Services

Wilde Wealth Management Group, an award-winning independent financial firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, has formally aligned with ECA Financial Services, Inc., among the preeminent health insurance and benefits companies in Arizona since 1985. Through the partnership, the ECA has moved into Wilde Wealth’s newly expanded headquarters, located at 7025 N. Scottsdale Road, #110 in Scottsdale.

Trevor Wilde

“Since our inception, we’ve remained committed to serving every aspect of our clients’ financial plan, not just investment management or retirement planning,” says Trevor W. Wilde, MBA, AIF, chief executive officer and Investment Advisor Representative at Wilde Wealth Management Group. “Through our full-service model, we leverage partnerships with the best of the best in specialized fields including taxes, estate law, mortgage and real estate, and insurance. This allows us to collectively offer comprehensive services with one main point of contact who can act as your advocate and ensure everyone is on the same page, understanding the same mission and working on your behalf together as a team.”

While they will remain separate entities, the partnership between Wilde Wealth and ECA – both family-owned businesses with deep ties to the valley – will allow both firms the opportunity to elevate the level of attention and care they’ve been providing to clients for decades.

ECA is led by the father-daughter team of Robert J. Wernecke, CLU and Lisa M. Martin, RHU®. Wernecke, a military veteran, has been working in the field and in Arizona since 1968. A Chartered Life Underwriter, he specializes in group and voluntary benefits planning, owner planning, succession planning and executive benefit planning including deferred compensation and supplemental tax-preferred retirement benefits.

“Bob and Lisa’s reputation is to focus on the client first; a value we share,” says Wilde. “To have them as partners is a true honor, and together we are going to help thousands of individuals and businesses across Arizona.”

American College of Trial Lawyers elects G&K shareholder into Fellowship

Gallagher & Kennedy announced that G&K Shareholder Robert “Bob” W. Boatman has been elected into the American College of Trial Lawyers (ACTL), one of the premier legal associations in North America. Bob was inducted as a Fellow before an audience of approximately 603 during the recent Spring Meeting of the College.

One of Arizona’s most experienced personal injury lawyers, Bob has dedicated his 37-year career to representing victims of medical malpractice, automotive manufacturer defect, construction site accidents, and motor vehicle and tractor-trailer accidents. He focuses his practice in the areas of product liability, premise liability, dram shop/social host liability, nursing home negligence and governmental misconduct. In addition to his Fellowship in the ACTL, Bob is a North American Fellow in the International Society of Barristers (ISOB) and has been named to The Best Lawyers in America since 2006 and Southwest Super Lawyers since 2007 for mass tort / class action, personal injury and product liability litigation.

STORE Capital appoints 2 to its board of directors

STORE Capital Corporation (NYSE: STOR), an internally managed net-lease real estate investment trust (REIT) that invests in Single Tenant Operational Real Estate, today announced the addition of David Edwards, Ph.D., Managing Partner of Edwards Williams Consulting, LLC and Jawad Ahsan, Chief Financial Officer of Axon Enterprise, Inc. to its Board of Directors, effective February 17, 2022. With these two appointments, STORE Capital’s Board is now comprised of nine directors, eight of whom are independent. 

David Edwards

Jawad Ahsan

“I am delighted to welcome David and Jawad to our Board of Directors,” said Tawn Kelley, Chair of the Board of STORE Capital. “We are committed to sound corporate governance with the addition of two independent Board members. Both individuals bring a wealth of relevant knowledge and diverse business experience. We look forward to their contributions to our Board.”

Mary Fedewa, President and CEO of STORE Capital added, “We are excited to have David and Jawad join our Board of Directors. David’s background in data driven optimization solutions and risk management will complement our Board of Directors as we continue to expand STORE’s business platform through the use of analytics and technology. Jawad’s strong finance background and expertise in building highly functioning teams will also complement our existing Board and provide important insights into developing our most valuable asset – our employees.”

The Company also announced that Einar Seadler retired from the Board, effective February 17, 2022. Ms. Kelley said, “On behalf of our entire Board, I would like to thank Einar for his dedicated service and valuable contributions over the past six years. We wish him the very best in the future.”

 

AZ Big Spotlight is sponsored by PNC Bank. Do you have an item about an Arizona business or business leader you’d like to see featured? Email it to [email protected] for consideration. 

AZ Big Spotlight: Wilde Wealth Management, Gallagher & Kennedy, STORE Capital

Next Post

9 Most Overpaid CEOs in Financial Services

Tue Mar 15 , 2022
Shareholders dug in their heels last year, according to a new report from As You Sow, a shareholder advocacy nonprofit organization. A record 16 companies had CEO pay packages rejected by more than half of the shareholders, up from 10 in 2020 and just seven in 2019.  The report noted that […]