Our Team
Tuscon, Arizona
Company Founder, Steve Przewlocki, has helped Arizona professors successfully plan for retirement for more than three decades; a track record few financial advisors can match. He earned his undergraduate degree from Western Illinois...
Stephen Horvath, ChFC®, CLU®, CEP®, AIF®
Managing Partner, Sr. Wealth Advisor
Stephen Horvath has over 28 years experience in the financial services industry. He earned his Bachelor of Arts degree in Business Administration with a concentration in Finance at Loyola Marymount University. Stephen continues his...
Lisa joined Przewlocki Horvath in January 2010 as the Client Relationship Manager. She is the primary client liaison and is here to assist with the many needs of our clients.
Ginni joined Przewlocki Horvath in October 2003. She has a 13 year background in Banking and managing her own business for 25 years. She obtained her Series 6 Administrative registration in 2008.
Tempe, Arizona
Steve James has over 17 years of experience in the financial services field industry. He earned his undergraduate degree from Arizona State University in Tempe, Arizona. Steve is a Registered Principal of Cambridge Investment Research...
San Diego and Riverside Counties, California
Stephen Horvath, ChFC®, CLU®, CEP®, AIF®
Managing Partner, Sr. Wealth Advisor
Stephen Horvath has over 28 years experience in the financial services industry. He earned his Bachelor of Arts degree in Business Administration with a concentration in Finance at Loyola Marymount University. Stephen continues his...
Mark Anselmo
Partner; Founder & President of AIM
Mark has been in the Financial Services industry since 1991 and holds a Bachelor of Science degree in Finance. Mark has earned the CFP®/Certified Financial Planner designation.
Steven L. Nartker, CPA is a San Diego Certified Public Accounting firm providing traditional payroll, accounting and tax services to individual and businesses in Southern California. We strive to strike the perfect balance between...
Andrea earned a Bachelor of Science degree in Mathematics from the University of Toledo, specializing in Statistics. She has worked in the financial services industry for more than 15 years with an emphasis on client relations and...
Christi Reilly
Executive Assistant
Christi is the Administrative leader in our Temecula office and provides top-tier service to our clients. She has her FINRA Series 7 and Series 66 licenses and also has the California Life & Health license. She has a wonderful family,...