Jonathan is a Securities Analyst for Laffer Tengler Investments, working with Chief Investment Officer Nancy Tengler on the firm’s Concentrated Equity, Dividend Growth, Equity Growth, and Equity Income portfolios.

Prior to joining the Laffer Tengler Investments team, Jonathan served 10 years in the United States Navy as a helicopter pilot. Jonathan graduated from the United States Naval Academy in 2010 with a Bachelor of Science in Economics. He is an innovative leader with 10 years’ experience managing and developing individuals and teams, leveraging an all-around perspective integrating qualitative and quantitative reasoning to develop action plans driving substantial results in dynamic and fluid environments.

Jonathan is a CFA candidate and is currently a Lieutenant Commander in the United States Navy Reserves, serving with the Helicopter Maritime Strike Squadron Six Zero (HSM-60).

Jonathan is a member of the strategy team for the Fixed Income portfolio.

David is a portfolio manager for Laffer Tengler Investments, working with Chief Investment Officer Nancy Tengler on the firm’s dividend focused strategies and equity hedging products. He has been in the investment management business since 2011, with experience ranging from the large wire-house investment management firms to private alternative asset managers.

David began his career in investment management after graduating from the W.P. Carey School of Business, where he earned an undergraduate degree in Finance.  Initially working as an advisor with LPL Financial serving high-net-worth families and businesses, he then joined Merrill Lynch, Pierce, Fenner & Smith as an advisor in their Global Wealth Management division in Phoenix, AZ.  Prior to joining Laffer Tengler Investments, David served as a fund analyst for a family office’s investment partnership headquartered in Paradise Valley, AZ.

David holds a Series 66 registration in addition to being a CFA candidate.

He serves as a strategy team member on the Concentrated Equity, Dividend Growth, Equity Growth and Equity Income portfolios.

Fern has over 25 years of experience in the Financial Services Industry advising both Institutional and Non-institutional clients. She is known for providing concrete investment philosophies and strategies that work in concert with the client’s overall Wealth Management goals.

She began her career in investment management in Private Brokerage. Fern then broadened her profession to Private Banking and Private Wealth Management roles where she assisted clients with managing all aspects of their balance sheet including Cash Management, Credit, Estate Planning, and Investments.

She is an advocate for financial education and co-led Arizona Bank And Trust’s Women’s Financial Forum program, a series of investment and educational events focusing on women’s unique wealth management needs.

Fern earned an MBA in Management from the University of Miami, a Master of Science Degree in Leadership and Management from Arizona State University, and a B.A. from St. Thomas University in Miami, FL. Additionally, Fern is a Certified Trust and Financial Advisor (CTFA) from the American Bankers Association and a Certified Wealth Strategist (CWS).

Sheila Asher brings over 30 years of experience in the asset management and asset servicing business.

Sheila has broad experience partnering with both Corporate and Government institutional clients to understand long term strategic goals, manage short-term tactical priorities, and deliver solutions to support intricate portfolio structures and reporting requirements. Sheila’s vast experience working with complex, global institutional clients includes oversight over multiple products/services, including asset management, global asset servicing, cash management, securities lending, performance measurement, and compliance monitoring. She has significant ERISA and fiduciary experience.

Prior to joining Laffer Tengler, Sheila spent more than 22 years with JPMorgan, most recently serving as Vice President – Senior Relationship Manager for the Corporate & Investment Bank, managing a global institutional book of business.

Before joining JPMorgan, Sheila spent ten years in the investment management business with UBS Asset Management’s Value Equities Division and Spare, Tengler, Kaplan & Bischel, where she developed a deep understanding of portfolio strategies and served as the relationship manager for key clients.

Sheila has a Bachelor of Science in Commerce in Finance from the University of Santa Clara.

Rich Grider is a Senior Relationship Manager for Laffer Tengler Investments. In this role, he is responsible for business development in the Western Region. He works closely with Financial Professionals to help them enhance their asset management and business practices with a focus on efficiency and profitability.

Rich began his career in the financial services industry in 2009. He will work in Scottsdale, Arizona, coming from Idaho where he was the Director of Business Development for Centennial Wealth Management. Prior to that, he lived in New York, where he worked for several different investment companies over a decade; most recently as a Regional Vice President for Transamerica Mutual Funds. Prior to Transamerica, he was a Regional Vice President for Curian Capital, the investment subsidiary of Jackson National. He holds series 6, 63 and 65 licenses and earned his bachelor’s degree in Economics from the University of Utah.

Rich will live in Phoenix, AZ with his wife and their three sons. He enjoys watching and playing most sports, as well as any activity in the mountains.

Cathy has over 30 years of experience in the Investment industry working with both Institutional Clients and High Net Worth Individuals and Families. She began her career in Toronto with RBC Capital Markets as an Institutional Sales Trader working with Pension Funds, Mutual Funds & Hedge Funds. She was later transferred to New York to manage the Canadian Trading desk working with US Institutional clients. She also worked as the Head Trader for a US Hedge fund, managing all trading and broker relationships. Moving to Arizona in 2013 she transitioned to working with High Net Worth clients as a Financial Advisor with a Broker Dealer and Bank.

Kristian began his career in financial services working in a private wealth management firm located in East Bethel, MN. There, he worked within financial planning operations and mutual fund due diligence. Kristian is a graduate from the University of Wisconsin Eau Claire with a Bachelor of Business Administration in Finance.