Broker Check

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...

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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...

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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... 

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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...

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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...

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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...

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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. 

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