Broker Check

The Team

Meet The Partners


480.538.2997
480.250.4439
[email protected]

Jeff Dollarhide
CFP®, ChFC®, CLU®, AIF®, CFBS
Founding Partner


Jeff has been awarded numerous accolades for his visionary leadership and client commitment. As Founding Partner of DFG Private Client, he utilizes his Certified Financial Planner (CFP®) designation to help achieve the highest standard of excellence alongside fellow managers, associates and staff. An active member of many industry and philanthropic associations, Jeff believes community involvement is essential to the growth and development of a successful organization. A voracious and talented athlete, Jeff attended The University of Northern Colorado where he graduated with a BS in Accounting prior to entering financial services. For over 20 years Jeff has been happily married to his wife Anne and they have two daughters, Hannah and Lucee.

480.538.2966
650.440.6950 
[email protected]

Josh Miceli
AIF®
Managing Partner


As a Managing Partner of DFG Private Client, Josh Miceli helps expand the firm’s footprint in the community and beyond. His passion and commitment for the financial services industry started early, watching his father build a foundation of security for his family and clients. This experience motivated Josh to help his clients identify and achieve the goals they value most. Since joining the management team, Josh has focused on developing fellow advisors while continuing to help clients secure their financial futures. “To live life to the fullest, you must continue to learn and grow by committing to life-long learning” is how we lead our firm. A graduate of Cal Poly San Luis Obispo, Josh is an avid golfer, triathlete and diehard sports fan.

480.538.2961
602.799.0974
[email protected]

Mark Sollomi
Managing Partner


Prior to joining DFG Private Client, Mark Sollomi started his career in the real estate business. After witnessing the severity of the housing market crisis, he entered the financial services industry to help protect people against economic uncertainty. As a Managing Partner of DFG Private Client, Mark thrives in helping clients fulfill their financial goals. Mark is an integral part of the team and strives to help people in all areas of their personal and professional lives. He is very proud of the culture we have created at DFG, where “every day I get to work with some of my closest friends.” A graduate of Arizona State University’s W.P. Carey School of Business, Mark enjoys golfing and spending time with his wife, Coco, and their two children, Teo and Mila.

ADVISORS

480.538.2965
408.239.6843
[email protected]

Lindsay Capozza
AIF®
Wealth Management Advisor


After starting her career as a recruiter with the firm, Lindsay quickly transitioned into building her own practice as an advisor. Since joining DFG Private Client, she has relished the opportunity to educate and empower her clientele as they take charge of their financial futures. As a Wealth Management Advisor, Lindsay strives to protect what her clients have worked to achieve, while helping to find new opportunities to promote their growth. A graduate of San Jose State University, Lindsay enjoys working out, shopping and spending time with friends and family.

480.538.2960
480.227.1434
[email protected]

Max A. Dembow
AIF®
Managing Director


Since completing an internship his senior year of college, Max Dembow has dedicated his career to the financial services industry. His well-earned reputation and enthusiasm are foundational to the personal and professional relationships in Max’s client base. He values financial education and strives to enable and empower clients at all levels to fulfill their dreams and achieve their most important goals. A graduate of Arizona State University’s W.P. Carey School of Business, Max enjoys spending time with his two Doberman Pinschers, competing in marathons, snowboarding and golf.

480.538.2979
650.468.2106
[email protected]

Nick Homer
AIF®
Sr. Vice President


As a Senior Wealth Advisor at DFG Private Client, Nick Homer specializes in helping clients build their financial freedom. After watching a family business fail due to avoidable circumstances, Nick understood the importance of preparing for the future through comprehensive financial planning. Since joining DFG Private Client, he has remained dedicated to strengthening the financial independence of his clientele. Outside of the office, Nick enjoys spending time with his family and attending sporting events.

480.538.2945
480.352.4838
[email protected]

Matthew B. Lowery, Sr.
 
Wealth Management Advisor



Matthew Lowery comes from a long line of financial professionals. A student of his father’s financial mentoring, Matthew co-founded the firm Suncrest Strategies Advisors, Inc. where he served as the company’s Vice President. At DFG Private Client, he is passionate about helping his clients achieve financial freedom while seeking new opportunities to protect and grow what they have worked so hard to build.  Matt holds a Financial Planning degree from Virginia Polytechnic Institute and State University, Matthew enjoys singing and performing music, golfing and spending quality time with this family.

480.538.2986
n[email protected]

Nick Penido
CLTC
Wealth Management Advisor


By taking a holistic approach to his clients’ total success, Nick Penido unifies all areas of their financial life. Across a spectrum of services, Nick employs comprehensive strategies to help his clients fulfill their short and long-term objectives. He learned the value of investing from his father at a young age and has been helping clients put their money to work ever since. A graduate of Northern Arizona University, Nick enjoys golfing, hiking and spending time with his wife and three year-old daughter.

480.538.2943
602.628.1507
[email protected]

Stacey M. Wisman
CLU®, ChFC®
Wealth Management Advisor


After graduating Magna Cum Laude from the University of Arizona Honors College with a Bachelor of Science in Finance, Stacey immediately embarked on her career in financial services. For over a decade Stacey has been educating and empowering clients to make sound financial decisions. Her passion and commitment to serving her clients are exemplified in earning the Chartered Life Underwriter and Chartered Financial Consultant designations. In her free time Stacey enjoys golf, running, beach volleyball and of course, cheering for her beloved Alma Mater and Seattle Seahawks!



ASSOCIATES & STAFF

Miranda McGuire
Client Relations
 

 480.538.2912

 669.271.8408

 [email protected]

Jenna Nocifera
Client Services
 

480.538.2982

[email protected]

Kirby Pederson
CFP®, CLU®, ChFC®
Director of Financial Planning

480.538.2918

[email protected]