Meet Our Team

Wealth Management Team

Our team is very experienced and has a wide range of expertise to address the complex needs of our client's wealth management needs. Our team is highly credentialed and dedicated to offering exceptional service, advise and comprehensive wealth management and investment solutions.

Steve Giacobbe, CFA, CFP®
Managing Partner | Chief Investment Officer

Shawn Clark
Managing Partner | Financial Advisor

Brad Fisher, CFP®, RICP®
Senior Financial Planner

Client Advisory Board

The Client Advisory Board (CAB) of Accredited Wealth Management provides guidance and insight regarding our firm's service to clients, business model, marketing efforts and community involvement. We express our gratitude to this diverse group of individuals who volunteer their time and share their expertise to assist AWM in providing a superior experience to all clients.

Mick Miller
West Unified Communications
Director of Client Services

Tracey Morris
Tracey Morris Strategies

Lynda Wilcox
Goldwater Bank
Branch Manager