Broker Check

4500 S Lakeshore Dr
Suite 500
Tempe, AZ 85282

Przewlocki Horvath



Our Team


The Partners

Stephen L. Przewlocki

Founder, Chairman of the Board

Company Founder, Steve Przewlocki, 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...

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Michael Przewlocki has been assisting clients with their financial and retirement planning for 31 years. He earned his Bachelor of Science degree at Boston College. Michael holds the following registrations: 6, 7, 26, 63 and 66. He...

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Stephen Horvath, ChFC®, CLU®, CEP®, AIF®

Chartered Financial Consultant, Certified Estate Planner, Accredited Investment Fiduciary

Stephen Horvath has over 35 years of 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... 

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The Team

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 20 years with an emphasis on client relations and...

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Brady joined the team in 2013. He specializes in working with 457(b) and 403(b) plan participants but has a wide range of experience in the financial industry. Brady earned a Bachelor of Science degree from Purdue University, as well...

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Dallas Horvath

Director of Wealth Management

Dallas is responsible for creating and maintaining comprehensive wealth management analyses for our clients. He sources flexible financial solutions that are tailored to our clients’ best interest. He also acts as a liaison with...

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Ellen Taff

Executive Assistant

(858) 792-5352

Ellen develops and maintains all client relations initiatives in our San Diego office with an emphasis on enhancing the level of client service and support being delivered to our valued clients. She brings a responsive approach to all...

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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.

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James is a graduate of Arizona State University with a Bachelor of Science in Communication Degree. With a long history of financial industry service in his family, James brings a unique approach to analyzing the financial aspirations...

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Justin Paniagua

Director of Wealth Management and Research Operations

Justin is a research analyst charged with sourcing investment opportunities, implementing risk management, and constructing client portfolios. Justin holds FINRA Series 7 registration and is studying to attain his Certified Financial...

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Mark Anselmo

Founder & President of AIM

Mark has been in the Financial Services industry since 1991 and holds a Bachelor of Science degree in Finance. During his career, he has held Management and Senior positions with the largest investment and insurance companies in the...

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Paula Przewlocki has enjoyed working in the financial industry since 2009. She studied business at Universidad Latina in Costa Rica. Paula holds her Series 65 registration. Paula helps keep our organization on track, and while most of...

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Ron Przewlocki has been in the financial and retirement planning industry for 34 years. He attended both Northern Illinois University and Boston College. Ron holds the following registrations: 6, 26, 63 and 65. He also holds Life,...

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Tammy brings 10+ years of financial industry experience to our advisor support team. She puts her organizational skills and analytical approach to use each day as she assists in streamlining internal processes and training. As a mother...

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