Team HUMAN CAPITAL IS OUR MOST CHERISHED ASSET. CERTAINLY OUR TEAM KNOWS THEIR STUFF. BUT JUST AS IMPORTANT, THEY KNOW THEIR CLIENTS. MEET TEAM SEROS. YOU MIGHT FIND WE'RE A LOT LIKE YOU, OR SOMEONE YOU KNOW. Bill Kelso (480) 967-1155 (480) 967-1152 Bill Kelso, CPA, CFP, is a financial services veteran, and a valued member of the Seros Financial family. Before co-founding the firm, Bill served clients at... Read more Jeffrey Wilcock (480) 967-1155 (480) 967-1152 Jeff Wilcock, RFC, has been serving clients in the financial industry since 1990. Jeff specializes in financial and retirement planning. He advocates, living your retirement by design, not by default... Read more Jeremy Smith (480) 967-1155 (480) 967-1152 Jeremy Smith is an Owner and Advisor at Seros Financial. His career began in 2005 when he joined... Read more Jill Baumes (480) 967-1155 (480) 967-1152 Jill Baumes is a member of the Advisory Team at Seros Financial. Specializing in retirement and income planning, Jill helps her clients create financial strategies aimed at their short- and long-term goals... Read more Collin Bryce (480) 967-1155 (480) 967-1152 His positive attitude is infectious and serves him well as he nurtures and strengthens bonds with clients, corporate partners, and philanthropic institutions... Read more Dyan Abbott (480) 967-1155 (480) 967-1152 Dyan Abbott is a member of the Seros Financial Service Team. She manages bookkeeping and processing client service requests - but it’s her consistency and reliability that make Dyan a truly invaluable member of our team... Read more Sherod Bigelow Registered Principal 480) 967-1155 (480) 967-1152 Sherod Bigelow is the Chief Compliance Officer at Seros Financial. Specializing in technology, he heads up the firm’s IT Department and is a member of the Service Team. Read more Have a Question? Name Email Question Thank you! Oops!