Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

 

Meet The Team

The team behind Independent Wealth Management & Insurance Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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MARTIN GUZMAN President and Founder of Independent Wealth Management & Insurance Services, Investment Advisor Representative, and Certified Estate Planner

Marty specializes in helping retirees and pre-retirees plan for the most important and exciting time of their lives: retirement. Since 1994, Marty has earned the trust of his many clients by providing practical, personalized guidance based on good judgment and conservative financial principles.

Marty’s strategies are designed to help you work toward your financial independence. This includes helping protect a portion of your assets from market volatility, increasing retirement income and addressing the costs of long-term care, including nursing home costs. His approach utilizes a number of insurance and investment products to help you pursue your financial goals.

Marty is an Investment Adviser Representative, has passed his Series 65 exam, and is a licensed insurance professional in Arizona, California, Nevada, New Mexico, Missouri, Texas and Washington, as well as several other states. Marty is also a member of National Institute of Certified Estate Planners (NICEP) and has been featured in Senior Market Advisor magazine for his work in financial services. He is committed to working hard to earn your trust and make sure you’re comfortable every step of the way.

Marty is married to his beautiful wife, Kedrin, and together they have three sons named Lincoln, Baylor and Brody.

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REINI LAFERRIEREVice President

Reini joined our firm in 2007 and is responsible for a variety of client services, managing new business, compliance issues and administrative tasks.

She holds an insurance license in Arizona and has worked in the insurance and financial services industry for more than 19 years. She offers a wealth of knowledge and experience and has a genuine interest and commitment to serving clients with the highest degree of professionalism.

Reini was born in Michigan and moved to Arizona in 1985. She has been married to Edwin for more than 20 years, and they have three children who keep them active. Outside the office, Reini enjoys spending time with her family — especially her granddaughter — and keeps busy with school activities and sports programs.

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Tyler ZavalaAdvisor

Tyler Zavala joined Independent Wealth Management & Insurance Services in May 2018 after graduating from Northern Arizona University with a bachelor’s degree in finance and a certificate in business economics. Tyler has passed his Series 65 securities exam and holds an insurance license in Arizona.

Investing has been a passion of Tyler’s long before he was old enough to open his own brokerage account. It began when his Great Uncle Ed taught him the concept of compound interest on a piece of lined paper, which can be seen hanging in Tyler’s office.

Tyler believes investment strategy is one of several variables that lead to a successful retirement and creation of generational wealth. He is continuing his financial planning education with the goal of helping business owners make sound decisions in investing and business planning as a whole. He looks forward to building long-lasting client relationships.

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Michelle StricklandAdministrative Assistant

Michelle Strickland is the newest member of our team, joining us in April 2019.  She takes on the role of administrative assistant, offering help in all areas of day to day office tasks.  She has a strong professional background in Insurance and customer service.

She holds an insurance license in Arizona for Life Insurance, as well as a Property & Casualty license.

Michelle was born in Las Cruces New Mexico and moved to Arizona 1998.  She enjoys cooking, reading, and spending time with her family.  Michelle is married to Chris and has one child, a 10-year-old daughter, Madison.

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Milo MilosevichInsurance Agent

Milo Milosevich has been in the financial services industry since 2001 both as a financial planner and as an Executive for a major insurance company.   His vast experience working on both sides of the client experience is a welcomed addition.   He understands the inner workings of the various investment strategies we employ.  Milo believes that everyone should have the very best tools for planning their financial future no matter their current situation. This was instilled by watching his parents struggle as hard-working teachers and administrators, and not receiving solid advice from advisors that were looking for larger clients.

Milo attended Texas A&M University where he was active in sports and continues to support his Alma Mater today.   Milo holds an Insurance license in Arizona as well as many other states.  When he is not working, he is enjoying coaching T-Ball for the City of Peoria, golfing, or relaxing by the pool.

Milo is married to his wife Ame who is an Autism specialist for a local school district and they have 2 dogs and 3 cats.

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Derek Brown

Derek Brown will be serving as a summer intern, joining in June of 2019. Derek is pursuing his university studies at SUNY College of Oswego in upstate New York and is studying Business Operations Information Systems. His degree requires him to understand multidisciplinary coursework in business, calculus, statistics, computer science, and economics. Derek plans on graduating in the Spring of 2020. As well as being a student, Derek also plays NCAA Ice Hockey.

Derek has learned throughout his college experience the importance of hard work and time management by being a Student-Athlete. Derek moved away from his family at the age of 16 to Odessa, Texas to pursue his life-long goal of earning a hockey scholarship.

Derek will be helping the Independent Wealth Management team with day-to-day processes as well as learning more about the financial planning world. Derek plans on pursuing a career in finance upon graduation with the goal of helping people achieve their financial goals.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 866.825.2425

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