Promoting financial HEALTH
through education

Financial planning services we proudly offer

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs..

Investment

Tax Planning

Business Succession Planning

Charitable Giving

Real Estate Services

ARIZONA FINANCIAL PROFESSIONALS

We are dedicated to providing retirement planning and financial strategies to all of those seeking a better lifestyle. Simply put, we strive to be our client’s trusted source for safe money. As a retirement planning firm, our primary focus is to provide unbiased opinions that are designed to achieve great results.

Sean Humeston

CEO/Founder

I developed my passion for financial planning in an unlikely place - during my time as a professional bass guitarist in a rock band in California.

Gary Luna

CPA, CFP®

Before coming to Shoreline I worked as a mortgage banker and branch manager for Raymond James. I enjoy explaining the details of financial plans to clients.

Grant Hadden

Wealth Advisor

I knew I wanted to be a Financial Advisor since high school. I'm also an Eagle Scout and speak Spanish fluently.

Jacquelyn Humeston

Office Manger

Jacquelyn Humeston, a proud Milwaukee, Wisconsin native, relocated to Arizona in 2005 and embarked on a career in commercial real estate and leasing. Her responsibilities encompassed sales, client relations, accounting, and administrative staff management.

Eric Brasch

Mortgage Specialist

Eric Brasch is an Arizona native and a veteran of the U.S. Navy. Upon leaving the Navy, Eric

fulfilled his lifelong dream of becoming a professional golfer and toured the world for over 8 years,

Elizabeth Moss

Financial Advisor

Elizabeth’s purpose has been to build impactful advisor relationships for two decades while bridging the education gap around insurance-based financial plannings.

Axel Williams

Registered Tax Preparer

Axel is the owner of Gilbert Tax Center and specializes in personal tax returns, small business returns, partnerships, LLC’s and corporations.

Wendy Williams

Real Estate Agent

Wendy Williams is a 19 year veteran Real Estate agent in Phoenix. Wendy was raised in the San Diego area and came from 40 years in the healthcare industry. Organizational skills and the attitude that “we can get it done” remains at the top of her skills.