Our Team of Financial Consultants in Phoenix
Todd J. Stoa
As the firm’s Managing Director, Todd Stoa is responsible for the overall strategic direction, and day-to-day advancement of the company’s growth initiatives. Todd’s leadership helps guide the firm’s investment process and philosophy. He fosters the development of investment solutions, and oversees operations.
An industry veteran with more than 30 years of experience in banking and financial services, Todd has authoritative insight in private banking, estate and trust planning, and comprehensive wealth strategies for high-net-worth clients and their families. Prior to joining WealthTrust Arizona, Todd served in a number of senior-executive leadership roles at UMB Bank, U.S. Bank and M&I Bank.
An active member of the community, Todd has been involved with several non-profit organizations, including Waste Not Arizona, the Phoenix Art Museum, Ducks Unlimited and the Scottsdale Area Chamber of Commerce.
Todd holds a bachelor’s degree in finance and banking from the University of North Dakota, and is a graduate of the Retail Banking School at the University of Wisconsin. Todd resides in Scottsdale with his wife and two children.
Paul Ahern, CFP®, ChFC®
A founding partner of WealthTrust Arizona, Paul has more than 22 years of experience helping individuals and families manage their wealth. He is a Certified Financial Planner® and Chartered Financial Consultant. Paul is a member of the Fixed Income Committee and serves on the Portfolio Committee. In addition, Paul is a member of the Financial Planning Association.
Paul’s professional background in financial planning includes specialization in the preparation and analysis of formal financial plans, portfolio management and asset preservation strategies.
Paul is often sought out by the national and local media for his financial opinions and insight. His views on integrated financial planning have been featured in The Wall Street Journal, New York Times, Smart Money, The Associated Press, Bankrate.com, The Wall Street Transcript, and is featured locally in The Arizona Republic.
Prior to joining WealthTrust Arizona, Paul was a principal at DeGreen Wealth Management, a financial planning firm that pioneered the concept of integrating the disciplines of estate and financial planning in Arizona.
Originally from South Dakota, Paul attended Arizona State University, where he graduated magna cum laude in 1990. He currently lives in Chandler with his wife and three children. He enjoys traveling, snow skiing and volunteering as a Wish Granter for the Make-A-Wish Foundation of America.
Mike Bowen, MBA
An experienced Financial Planner, Mike contributes more than 15 years of wealth-management experience guiding high-net-worth families and individuals in the areas of investment management and retirement planning, financial planning, and estate and tax planning. In addition to being the firm’s Chief Compliance Officer (CCO), Mike is Chairman of the Fixed Income Committee and also serves on the Equity and Portfolio Committees.
Prior to joining WealthTrust Arizona, Mike worked with Charles Schwab. Mike holds an MBA degree in Finance from the Keller Graduate School of Management in Phoenix and B.S. from Arizona State University. He takes great pride in being an active member of the community, serving on the Board of Governors of the Boys & Girls Clubs of Greater Scottsdale. He enjoys the desert lifestyle and living in Cave Creek with his wife and son.
Heath Bray, CFS®
Heath brings his clients sophisticated investment management and estate-planning solutions to preserve and grow wealth. With more than 18 years of professional financial consulting experience, Heath’s areas of expertise include wealth management, retirement planning and risk management. Heath is a Certified Funds Specialist ® and is Chairman of the Alternative Investment Committee. He also serves on the Fixed Income and Portfolio Committees.
Prior to joining WealthTrust Arizona, Heath spent several years as a portfolio manager with Charles Schwab, focusing on high net-worth clients and serving as a retirement plan specialist. His professional financial background includes specialties in employee benefits and retirement planning. Capitalizing on his knowledge of the financial markets, Heath has been a featured guest on nationally-recognized programs such as CNBC's Power Lunch and Bloomberg Radio.
A former college football captain and quarterback, Heath is a graduate of the University of Arizona. He serves on the Steering Committee for the university's athletic department.
Originally from North Carolina, Heath has lived in Arizona for 25 years. He is the proud father of two sons, Caden and Mason.
Brent C. McQuiston, CFP®
Brent is a Partner at WealthTrust Arizona and serves as the Chairman for Equity Research. He has over two decades of experience in the wealth management industry and is proud to be part of a team that provides access to quality research, cutting-edge technology, and support to build a world class client experience.
As a Certified Financial Planner® and Chartered Mutual Fund Counselor, Brent brings a high level of skill and competency to his clients. He gained deep experience navigating the economic and market cycles during the last 20 years, enabling him to provide realistic solutions to the challenges faced by today’s investors. Brent specializes in building investment portfolio strategies that use equities, bonds and alternative solutions to help clients with changing market conditions. He also specializes in estate planning, insurance and taxation issues.
Brent's extensive financial knowledge has been featured in such publications as Credit Investment News, MarketWatch, Smart Money, Men's Health, The Wall Street Transcript, andCNBCMorning Call.
Prior to joining WealthTrust Arizona, Brent served as senior manager for Charles Schwab. He holds a B.S. degree in finance from the University of Arizona. An Arizona native, Brent resides in Carefree with his wife and two sons.
Ben R. Wilson, PPC™
Ben Wilson brings over 20 years of wealth management planning experience to high-net worth individuals, families and businesses in need of integrated financial and estate planning expertise. Ben specializes in building and managing a team of financial professionals to effectively assist the affluent in managing their unique tax, investment, estate and insurance needs.
He is a founding partner of WealthTrust Arizona and serves on the Portfolio Committee of the firm. He was also a founder of DeGreen Wealth Management where he helped develop and implement the concept of integrated estate and financial planning.
Ben has called Arizona his home for the last 45 years and is a graduate of the University of Arizona in Tucson. He lives in Scottsdale and serves on the board of The Boys & Girls Clubs of Metropolitan Phoenix.