Broker Check

Team

Why We Do What We Do

Why We Do What We Do

Stronghold Financial was born from our desire to help families build, maintain, protect and transfer their wealth.

We think of your assets as a representation of your hard work over the years. We think of your income as the pure energy to create possibilities in your future.

Our mission is to make financial and long-term care planning as educational and painless as possible.

We are licensed fiduciary financial advisors, independent insurance & annuity brokers and professional Medicaid planners. More than that, we are caring, ethical members of the community.


Our team approach adds perspective to all we do and provides increased benefits to our clients

Meet Our Team

Jon Michaels

Jon Michaels

Founder & CEO - IAR, Wealth Manager

(602) 614-2382

Katie Brenneman

Katie Brenneman

Founder & President - Medicaid Expert

(480) 390-0927

(480) 899-9533

Robbie Thompson

Robbie Thompson

Business Development Manager, Medicaid

(270) 316-9294

Our Values

We’re an intelligent, caring, experienced and ethical team dedicated to bringing the utmost value to our clients. Our hands-on approach results in deep relationships and a clear understanding of our clients' wants and needs. Our clients’ best interests are always our top priority.

Wisdom

We apply creative strategies and tactics informed by intelligent thinking, common sense, sharp logic and rational thought.

Ethics

We think sleeping at night and being able to look at ourselves in the mirror aren’t overrated things.

Peace of mind

This is the reason you retain us. It’s the biggest benefit we offer.

Do the right thing

We do everything in our power to align our interests with those of our client. If there’s ever a doubt, we do what is best for the client. Period.

What Makes Us Different

What Makes Us Different

We are financial experts and we understand complex financial strategies and concepts. We charge reasonable fees. We come to you, wherever you need us. Our services are cost-effective, and we can help you save money and many, many hours of your valuable time.

We are Arizona-based but operate in all 50 US states. Let us give you the peace of mind that you deserve.


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