Eagle Rock Wealth Team: HNW, Education & Business Experts

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

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

Meet Our Team

Pete Lisicky, CFP®

Partner

(480) 319-9834

Peter@eaglerockwm.com

As a CERTIFIED FINANCIAL PLANNER™ professional, Pete employs a structured approach to analyze and develop a financial plan that is personalized and tailored to each of his clients’ situations. By leveraging the vast...

Thomas Glynn, CIMA®

Partner

(480) 319-9831

Tom@eaglerockwm.com

As a CIMA® professional, Tom enjoys assisting individuals and families to make wise decisions about their investments so they can build and protect their wealth over time. He uses a consultative approach to create custom portfolios...

Katie Nulliner

Registered Client Specialist

480-319-9837

katie@eaglerockwm.com

An Arizona native, Katie is proud to call the desert home. She graduated from Arizona State University with a degree in Financial Planning, and values building meaningful, long-term relationships.Outside of work, she enjoys spending...