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.


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

Marty has experience in helping retirees and pre-retirees plan for the most important and exciting time of their lives: retirement. Since 1994, Marty provides 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). 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.



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

She 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. Outside the office, Reini enjoys spending time with her family — especially her granddaughter — and keeps busy with school activities and sports programs.


Tyler Zavala, CFP®Financial Planner

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Michelle StricklandClient Service Specialist

Michelle Strickland is the newest member of our team, joining us in April 2019. She takes on the role of client service specialist, 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.


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. 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.


Derek BrownClient Service Specialist

Derek graduated from university studies at SUNY College of Oswego in upstate New York with a degree in Business Operations Information Systems. His degree required him to understand multidisciplinary coursework in business, calculus, statistics, computer science, and economics. As well as being a student, Derek also played 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 with the goal of helping people achieve their financial goals. Derek currently holds Insurance License in Arizona and is working towards a Series 65 license.


Doug FrankFinancial Professional

Doug is passionate about helping his clients protect and grow their retirement assets, create income that can’t be outlived and build a financial legacy for future generations.

After working with retirement professional around the country and learning the value of helping clients optimize their financial strategies, Doug opened his own business, which he ran for nearly 30 years. In his role at Independent Wealth Management & Insurance Services, he is doing what he professionally loves the most: building relationships and helping provide his clients financial confidence. Doug is a financial professional who can offer insurance products and services.

“At the end of the day,” Doug says, “I find my greatest purpose in being a husband and father.” He lives in Gilbert with his wife of more than 30 years, Lynne. They raised two sons and are enjoying reconnecting as empty-nesters. Doug also loves college football.

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