Our Story

Through trials and tribulations that included an enlightening period working out of a motorhome as an insurance professional, Marty Guzman learned the ins and outs of the financial industry. All the miles he traveled made him appreciate the roots and values treasured by Americans. By 2001, he had ample inspiration to establish his own practice: Independent Wealth Management & Insurance Services.


Marty 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 has provided 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 securities 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 the 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: Lincoln, Baylor and Brody.


Reini Elias Partner, Vice President and Licensed Insurance Professional

Since joining Independent Wealth Management & Insurance Services, Reini has worn several hats. As her clients and teammates can attest, though, one role has been consistent: her status as heart and soul of the practice.

Reini is a financial professional who can offer insurance products and services. She shines at explaining complex concepts to clients in plain terms and providing an extraordinary customer experience. Her first industry experience came helping policyholders understand their benefits and negotiating contracts for physicians. In 2006, Reini jumped at the chance to work alongside Marty Guzman at a small business that's goal is to help change people's lives through strategic planning.

A Michigan native, Reini has called Peoria home for nearly 40 years. She is married to her first boyfriend, David, and has three adult children — Jordyn, Edwin and Reese — and one granddaughter named Tinley. When she’s not helping clients, Reini enjoys golfing, spending time in her home’s wine room and practicing horticulture — she loves to pot cacti and other plants and gift them to anyone and everyone.


Milo Milosevich Insurance Agent

Personally recruited to pursue a career in financial services by his own advisor, Milo joined the industry at the age of 24. What he discovered was a role that empowers him to fulfill a lifelong ambition to make a difference in the lives of others, a thrill he gets to enjoy daily.

Milo is a financial professional who can offer insurance products and services. He takes pride in crafting retirement strategies that reflect diligence and discipline. He also strives to relate to every client on a personal level. His family features several educators who passed down a love of teaching that is now reflected in Milo’s work with clients. A Texas A&M graduate, Milo joined the Independent Wealth Management & Insurance Services team in 2019.

Milo and his wife, Ame, live in Wittman, Arizona, with their three pets: Barkey, Tatum and Remington. Outside of work, Milo enjoys all things outdoors, including fishing, hunting and traveling in his RV.


Michelle Strickland Director of Client Relations

Michelle joined the Independent Wealth Management & Insurance Services team in 2019. As our Director of Client Relations, she offers help in all areas of day-to-day office operations.

With a strong professional background in insurance and customer service, Michelle holds an insurance license in Arizona for life insurance as well as a property and casualty license. She was born in Las Cruces, New Mexico, and moved to Arizona in 1998.

Michelle is married to Chris and has one child, a daughter named Madison. She enjoys cooking, reading and spending time with her family.


Amber Choongphol Director of Marketing

Amber brings a unique blend of creativity, strategy and passion to her marketing role. With her energetic approach and unwavering dedication, Amber has proven to be an integral part of the company’s success.

With a background as an administrative assistant, Amber discovered her true calling in the financial industry and loves the opportunity to make a meaningful impact on people’s lives.

At the heart of her job lies her passion for crafting innovative campaigns that resonate with clients. She thrives on the challenge of creating captivating content that not only educates but also inspires individuals to take charge of their financial futures. Whether it’s designing engaging social media campaigns or launching thought-provoking advertisements, Amber’s keen eye for detail ensures that every marketing initiative leaves a lasting impression.

Amber also takes great pleasure in organizing fun events for clients, fostering a sense of community within the Independent Wealth Management family. From educational seminars to networking gatherings, Amber understands the importance of building strong relationships and helping clients enjoy the retirement they’ve worked hard to earn.

Amber and her husband, Brian, have three children: Bella, Miles and Cade, plus Buster, their Goldendoodle. Outside the office, Amber is a busy mom, chasing around two toddlers, driving her teenager around town and planning their next family trip to Disneyland.

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