Who We Are

Our Mission

To earn our clients' trust each and every day by fully understanding their personal and financial goals, giving unbiased advice, utilizing appropriate investments, and by offering unparalleled service in a comprehensive and timely fashion.

Meet The Team

ABLE Financial Group is an independent financial services practice dedicated to enhancing each client's life and simplifying the complexities of financial freedom.

Our team believes one of our fundamental roles is to help ensure our clients’ long-term goals and expectations are not only effectively met, but exceeded. Each member of our team provides a distinct area of experience, and their distinct skill sets combine to form a group of professionals with the resources to manage their clients’ wealth and legacy for generations.
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Adam M. Brooks, CFP®

Managing Director
Senior Financial Advisor

Larry-van-Quathem-CFP-Able-Financial-Group-Investment-management-Financial-Advisors-Retirement-Planning-Scottsdale-Phoenix-Arizona

Larry Van Quathem, CFP®

Senior Financial Advisor

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Lane Reynolds

Senior Financial Advisor

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Matt Cherry, CFP®

Financial Advisor

Laurel-Buchanan-CFP-Able-Financial-Group-Investment-management-Financial-Advisors-Retirement-Planning-Scottsdale-Phoenix-Arizona

Laurel Kutler, CFP®

Financial Advisor

Brandon-Perlow-Able-Financial-Group-Investment-management-Financial-Advisors-Retirement-Planning-Scottsdale-Phoenix-Arizona

Brandon Perlow

Financial Advisor

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Peter Eickelberg, CFA®, CFP®

Senior Portfolio Manager

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Josef Khan

Client Service Associate
Operations Manager

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Rick Steiman

Senior Registered Client Services Associate

Kris Gibson

Senior Registered Client Services Associate

Yovanna-Sanchez-Able-Financial-Group-Investment-management-Financial-Advisors-Retirement-Planning-Scottsdale-Phoenix-Arizona

Yovanna Sanchez

Client OnBoarding and Senior Marketing Specialist

Laura Nacarato

Client Service Associate

Trust: A firm belief in the reliability, truth, ability, or strength of someone or something.

Careers

Join Our Team

Can one plus one equal three? We believe it can. By combining the strengths of each member of the team, our clients experience a deeper perspective and more thoughtful analysis of their complex financial needs. Working collaboratively to provide unmatched service and technical expertise, we are able to achieve more together for our clients than we could individually.

We are continuously looking for seasoned professionals to join us in our mission of earning our clients’ trust by providing unbiased and independent financial guidance. If working in a team environment where you can sharpen your skills to advance your career sounds appealing, we’d love to hear from you.

We provide generous compensation and benefits for those that share our belief that, yes, one plus one really can equal three.

Submit Your Resume

Ready To Be a Part of Our Team?

We’re looking for qualified professionals who know how to treat their clients well and have a history of doing things the right way.

To learn more about the opportunities to partner with ABLE Financial Group, please fill out the form.

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Adam M. Brooks, CFP®

Managing Director
Senior Financial Advisor

Having grown up in a family business, Adam Brooks has a distinct perspective on the challenges and successes of being a business owner. He’s seen first-hand the commitment and dedication required to develop and nurture an idea and bring it to fruition as a successful business venture. As a result, his clients experience the same level of commitment and passion necessary to accomplish their goals and objectives. In 2021, Adam was recognized as one of Barron’s Top 1,200 Financial Advisors. He was humbled to receive this accolade, which he believes represents an impressive list of professionals that come to work with one goal on their mind—helping their clients succeed.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Adam has been guiding individuals, businesses, and non-profit organizations toward their financial goals since 1993. Adam co-founded ABLE Financial Group in 2006 with the vision of providing unbiased, holistic financial planning and investment management in a comprehensive fashion and with unparalleled service.

In addition to his work as a CFP® Practitioner, Adam has served as an adjunct faculty member of the Maricopa Community College and Central Arizona system focused on providing his students with personal financial management skills.  Additionally, Adam previously hosted a radio show called “The Truth About Money” for two years on KFNN 1510 AM.

Adam graduated from the University of Arizona, where he earned dual degrees in finance and accounting. Further continuing his education, he also earned the CFP® certification in 2003, which requires completing specific educational background, experience, passing a demanding examination, and maintaining high ethical standards.

When he is not serving the interests of his clients, Adam actively serves his community in a variety of leadership positions. In January 2020, he accepted a 2-year term as the Chairman of the Board of the Valley of the Sun Jewish Community Center. He was the 2023 co-Chair of the Jewish National Fund’s Annual Breakfast fundraiser.  In 2017, he helped establish the Professional Leadership Program with the Jewish Family and Children’s Services, which has provided meaningful resources and impact to the people they serve. Adam is also a Past Chair of the Arizona Community Foundation’s Tax & Legal Seminar Committee, actively participating on the Committee since 2001. In 2011, Adam and Lee began funding the ABLE Financial Group Philanthropic Fund at the Jewish Community Foundation, allowing them to support some of their favorite organizations and causes today and into the future.

Adam lives in Scottsdale with his wife, Cindy, their three sons, Jordan, Dylan, and Cameron, and their Golden Retriever, Nelson and Yellow Lab, Sunny. Adam is active in his children’s lives.  In 2013, he and his then 13-year-old son, Jordan, completed the 1.5-mile swim from Alcatraz, raising money for Aquatic Safety and Training. He is also an avid cyclist and enjoys taking the family on unique travel experiences.

The Barron’s Top 1,200 Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.

CA Insurance License # 0D48300

Larry Van Quathem, CFP®

Senior Financial Advisor

Larry Van Quathem is an Arizona native who grew up in the financial services industry, as his father, Bob, became a Financial Consultant for Merrill Lynch when Larry was just seven years old. After earning a Bachelor of Science in Finance from the University of Arizona in 1993, Larry followed in his father’s footsteps just two years later. They worked together for more than a decade before Bob retired in 2009, and after gaining 20 years of experience at Merrill Lynch, Larry joined ABLE Financial Group in 2015. He saw it as a great opportunity to increase the quality of service for his clients and to have more control over how that service is delivered.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Larry excels at listening to each client’s personal goals and then offering various approaches to help achieve those goals using a written plan of action. He creates a personalized service model for every client, enabling him to serve as a financial coach for his clients and make sure they are taking appropriate action to help reach their investment objectives and life goals.

Larry also likes to spend his time getting involved in the community, and he is currently serving on the Board of Governors for the Boys and Girls Club of Scottsdale.  In the past, he has served on the Board of Delta Sigma Pi Leadership Foundation, the Board of Directors for the Association for Supportive Child Care and he is a past active member of the Scottsdale 20-30 club. Professionally, Larry has been a member of the Central Arizona Estate Planning Council since 2010. Larry lives in Phoenix with his son Jake. When he is not busy servicing his clients, he enjoys golf and playing with his French Bulldogs Rocky and Birdie.

Lane Reynolds

Senior Financial Advisor

As a Financial Advisor at ABLE Financial Group, Lane Reynolds works closely with individuals and small businesses to help them plan and invest for the future. He has personal and practical experience in helping his clients navigate the financial complexities of retirement, marriage, divorce, disability, death of a loved one, paying for higher education, changes in employment, and long-term healthcare issues. Above all, Lane recognizes and values the personal nature of what he does for his clients, and he appreciates the trust and respect needed in the advisor/client relationship.

Lane is a 1985 graduate of Brigham Young University, earning a degree in Business Management with an emphasis in Finance. While he values his formal education and securities registrations, he also takes great pride in the knowledge and practical education that comes from being in the financial services industry for nearly 35 years.

Lane grew up in Mesa and now lives there with his wife, Melenie. They have five children, who Lane loved supporting in their endeavors either as their coach and instructor, or as a spectator and their number one fan. Lane and Melenie are also proud grandparents and enjoy watching their family continue to grow.

They have served on their local high school booster club, helping raise funds for the athletic and music departments. They are also both active in their church and are regularly involved in humanitarian and charitable projects. Lane has also served as a volunteer leader and Scout Master in the Boy Scouts of America. In his spare time, he enjoys golfing and being outdoors.

Matt Cherry, CFP®

Financial Advisor

Growing up in a world where it seemed debt was part of everyone’s life, Matt found himself following the same path. He soon realized this was not the way he would meet his goals. He worked his way out of debt, and found an interest in how money works. In his late twenties, Matt stepped away from his career to focus on his education.

In 2014, Matt graduated Magna Cum Laude from the WP Carey School of Business at Arizona State University, where he earned a degree in finance. In 2018, he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. His extensive education and training fed his passion for helping others pursue their investment goals.

Matt spent the first few years of his financial career with Charles Schwab, before transitioning to an independent practice. While he is grateful for the education he received along the way, he was excited to join ABLE Financial Group in 2021. As a financial advisor, he gets to do what he loves, helping individuals pursue their investment objectives.

Outside of the office, Matt looks for active ways to help the community. He served as a Big Brother with Valley Big Brothers Big Sisters. Twice, he completed “America’s Most Beautiful Bike Ride,” a 100-mile bicycle ride around Lake Tahoe to raise money for the Leukemia and Lymphoma Society.

Matt is a native to Arizona, currently living in Chandler with his wife, Lindsey, their two daughters, Emma and Lyla, and dog, Stitch. Family time is a major priority, taking weekend trips to Mexico, going on a hike, or simply playing games together in the backyard. He was an avid cyclist until a back injury led to surgery in 2017. This is when he found his new passion, yoga. He will attest his daily yoga practice is the main reason he is able to walk today.

Laurel Kutler, CFP®

Financial Advisor

Originally from a small town in North Carolina, Laurel is a graduate of the University of North Carolina at Charlotte, where she earned a degree in Communications with a focus in Public Relations. After earning her degree, Laurel went on to start her career as a Financial Advisor with Edward Jones. Laurel holds the Series 7 and Series 66 securities registrations, as well as an Arizona Life Insurance License and is a CERTIFIED FINANCIAL PLANNER™ Professional. She works closely with 401(k) plans and their participants, as well as divorcees and widows.

Laurel currently lives in Scottsdale and enjoys hiking, hosting dinner parties for friends, and traveling whenever possible. Laurel  volunteers as a “big sister” for Big Brothers Big Sisters of Central Arizona.

Brandon Perlow

Financial Advisor

Brandon Perlow is originally from Buffalo Grove, Illinois. In 2008, he graduated early with a Bachelor of Science degree double-majoring in Political Science and History, with a certificate in European Studies, with honors, from the University of Wisconsin-Madison. In 2010, he graduated with a Master of Science degree in Public Policy & Administration, from the London School of Economics, with merit. From 2010-2013, he was active working in the private equity sector, based in Los Angeles, California. From 2013-2017, he worked in public speaking across the United States, focused on topics related to student travel and CQ – cultural intelligence. He has extensive travel experience, having visited all 7 continents and all 50 states – before he turned 25.

In 2018, Brandon joined the financial services industry here in Arizona, focused on investment planning and preparing clients for retirement. He holds the Series 7 and Series 66 registrations, the Arizona Life Insurance License, and the AHIP Medicare Certification. He brings four years of financial services experience to ABLE Financial Group, previously working as a Financial Advisor at both Merrill Lynch and Prudential Advisors in Scottsdale and Phoenix, respectively.

Further, Brandon enjoys volunteering for causes he is passionate about. He is the current Vice Chair of the Board of the City of Scottsdale Loss Trust Fund, which works with the city’s legal and risk management departments to optimize safety and efficiency across Scottsdale. He is also on the Board of Directors for the University of Wisconsin Hillel Foundation, the home of Jewish life on campus at his alma mater, He is on the Board of Directors of Directors for the Alumni & Friends of the London School of Economics in the United States, as well as being on the Board of Directors for Gesher Disability Resources. He volunteers with the University of Wisconsin, the Alumni and Friends of the LSE in the United States. In the past, he has served on the Real Estate & Finance Committee of the Jewish Federation of Greater Phoenix, as well as Business B’yachad (together) at Temple Kol Ami, among other roles.

In his spare time, Brandon is an avid runner, hiker, and adventurer. In 2021, Brandon ran over 1,000 miles, and he has served on the Pace Team for the Rock n Roll Arizona Marathon and Half Marathon, helping others to successfully accomplish their goals in both 2020 and 2022. He has also summited Mt. Kilimanjaro, the tallest mountain in Africa at 19,341 feet above sea level – an eight-day trek. Most recently, he and his wife Laurel successfully hiked Rim-2-Rim at the Grand Canyon, from the North Rim to the South Rim, all in one 24-mile day.

Brandon lives in Scottsdale with his wife Laurel, their daughter Naomi, and their rescue Siberian Husky, Laney.

Peter Eickelberg, CFA®, CFP®

Senior Portfolio Manager

Peter brings to ABLE Financial Group more than 20 years of experience as well as broad formal training across many aspects of financial services, including investment types and strategies, investment planning, private equity, compliance, and investment committee best practices. He has been a CFA Charterholder since 2004.

He has served clients locally as a registered representative with a major discount brokerage and as an independent registered investment advisor with two independent registered investment advisors in the Valley. His past roles have included Chief Compliance Officer and Senior Investment Officer. The latter position involved a major US-Canada wealth management firm, where he oversaw all investment operations and strategy decisions. Peter also served on the board of directors for the CFA Society of Phoenix and was president from 2008 to 2009.

What may come as a surprise is that Peter didn’t study finance in school and didn’t even know what a mutual fund was until 1998. Instead, he has two degrees in English and was briefly a teacher both in the US and overseas. He maintains his interest in languages and international travel, though, and hopes to continue enhancing his language skills and cultural experiences outside of work.

Peter is a Phoenix native (yes, they do exist!), having spent most of his life in the Biltmore area. He lives on an oversized, flood-irrigated lot where he grows around 15 different kinds of fruit-bearing trees and bushes and also cultivates vegetable and herb gardens as well as decorative plants. When he can find time and focus, he enjoys practicing guitar and piano.

Josef Khan

Client Service Associate
Operations Manager

Josef Khan is an Arizona native with 15 years of experience in financial services. From managing an independent practice to identifying compliance risks within a broker-dealer, Josef has been immersed in many areas of investment services. He has designed procedures used by financial professionals across the country, analyzed data to mitigate risk, and oversaw corrective action to resolve compliance issues.

Recently joining the ABLE Financial Group as a Client Service Associate, Josef looks forward to using his breadth of experience to identify the needs of clients and help them utilize ABLE Financial Group’s vast resources to its fullest extent.

In his free time, Josef enjoys hiking, learning about cultures through food, and tinkering with technology.

Rick Steiman

Senior Registered Client Services Associate

Rick Steiman brings two decades of diverse financial services experience to the ABLE Financial Group team. This depth of experience includes the investment management, insurance, and banking industries, as well as Series 7 and Series 66 registrations and the Arizona Life Insurance License. Rick joined the team as a Registered Client Services Associate and is thrilled to be part of an organization that cares as much about serving client needs as he has throughout his career.

Originally from Boston, Rick loves living in the Valley, having lived here for the past 20 years. He believes in giving back by donating time as a volunteer with such organizations as the American Cancer Society and Ladles of Love. He is mindful of helping others by donating to charities and donates regularly to blood drives, having donated over 100 units of blood over the years. In 2021, Rick donated a kidney to someone in the community who was on dialysis. In his additional free time, Rick loves to exercise, and his favorite sport to play is basketball.

Kris Gibson

Senior Registered Client Services Associate

Kris Gibson brings over 30 years of experience in the financial services industry and holds her Series 6,7,63 and 66. Her vast knowledge and experience includes trust management, investments, banking and insurance.

Recently joining ABLE Financial Group, Kris serves as a trusted point of contact for clients. She also manages daily account maintenance, fulfills client requests and provides exemplary support and service to the team and its clients. Driven by her passion to help others, she takes pride in providing the best possible client experience.

In her free time, Kris enjoys hiking, time spent with family and friends and traveling. An Arizona native, Kris lives locally and has two children and two granddaughters. She is involved in her community and volunteers at a number of charities and her local church

Yovanna Sanchez

Client OnBoarding and Senior Marketing Specialist

Yovanna is originally from a small town in New Mexico. For the past 12 years she has been a dedicated leader in customer service, who brings over a decade of financial service experience to ABLE Financial Group. Yovanna has a wide range of experience in the financial industry. Some of her past roles have been: Operational Manager, Relationship Manager, HOA- Specialty Account Specialist and Business Account Portfolio Manager.

She attended New Mexico State University (go Aggies!) as well as pursued a degree at the Art Institute of Hollywood CA. Yovanna has joined the team as a Client Onboarding Administrative Associate. She is grateful for the experience and knowledge she has gained over the years and is excited to be a part of ABLE Financial Group.

In her free time. Yovanna enjoys traveling, spending time with her family and being creative with different artistic projects. She is a strong believer in giving back by spending time donating and volunteering with such organizations as: Arizona Helping Hands, Dress for Success Phoenix, and Saving Paws Rescue Arizona.

ABLE Financial Group, LLC

Form CRS – Client Relationship Summary