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...
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...
Stephen Horvath, ChFC®, CLU®, CEP®, AIF®
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...
Director of Operations
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...
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...
Client Support Associate
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.
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...
Director of Wealth Management and Research Operations
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...
Client Services Specialist
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...