Contact

Jeffrey Christenson

CEO/Founder of Christenson Wealth Management, LLC
President/Founder of the Wealthy 100, LLC

Phone: 602.808.5580

E-mail: info@habitsofwealth.com

Jeff Christenson is a Phoenix, Arizona based financial advisor with over 17 years of high level industry experience. Mr. Christenson is the President/Founder of Christenson Wealth Management, a private wealth management firm that deals exclusively with high net-worth individuals and families.

Jeff’s clients primarily include successful business owners, entrepenuers, entertainers, and real estate professionals.

In addition to diversified active investment management, Jeff helps these clients achieve their unique Estate Planning, Life Insurance, Tax, and Asset Protection planning goals through a network of affiliated "best-of-class" professionals he has assembled.

Mr. Christenson is also the President/Founder of The Wealthy 100, a national network of wealth managers. In this capacity, Mr. Christenson provides practice management, technical, and business development coaching to the Wealthy 100 affiliate advisors.

Jeff has been featured six times in “Worth® Leading Wealth and Legal Advisors™”, a special section in Worth magazine, most recently in May 2012.*”

Jeff and his wife Sharon live in Paradise Valley Arizona with their two small children.

*The results from the above awards/articles should not be considered a guarantee of future performances and/or successes.

Ike Devji, The Wealthy 100

Executive Vice President

Phone: 602-808-5540

E-mail: ID@thewealthy100.com

Attorney Ike Devji has over eight years of Asset Protection legal planning experience, having managed one the nation’s largest Asset Protection only law firms, where he is now of-counsel. In addition to helping protect a national client base of over 3,000 clients comprising approximately six billion dollars in personal assets, Ike is a frequent author, teacher and speaker on wealth preservation and Asset Protection planning.

Featured in WORTH magazine’s “Leading Wealth and Legal Advisors” he has over one hundred bylines on law and business issues in publications including ADVISOR TODAY, WORTH and Physicians Practice to name just a few. He regularly teaches on his practice area for medical practice and management groups, to other attorneys and for various financial intuitions that serve high net worth doctors, executives and business owners.

Ike has been featured six times in “Worth® Leading Wealth and Legal Advisors™”, a special section in Worth magazine, most recently in May 2012. *

Ric Jones, CPA

National Sales Manager

Ric Jones serves Christenson Wealth Management as the National Sales Manager for The Vault Strategy and as a Wealth Advisor. Ric is a licensed CPA in Arizona and has an extensive background in executive financial and operational management experience, having served as the Chief Financial Officer, Chief Operating Officer and strategic business consultant for multiple companies across diverse industries.

Ric draws on his extensive business and CPA background to consult with high net worth clients in the areas of advanced estate, tax and retirement planning and investment advisory services.

Ric is a graduate of Baylor University with a Bachelor of Business Administration degree in Accounting. In addition to his CPA license, Ric also holds the Series 6 & 63 registrations and the Series 65 Investment Advisors registration in Arizona. Additionally, Ric maintains Arizona licenses in both Property & Casualty and Life & Health insurance.

Mitch Marine, RR

Entertainment Marketing

E-mail: mitch@habitsofwealth.com

A True musician at heart, Mitch Marine got his start in the Dallas/Fort Worth music scene while attending North Texas State University where he studied Jazz Performance.

Mitch’s extensive resume consists of playing drums for country-rock legend DWIGHT YOAKAM, platinum selling SMASH MOUTH , multi-Grammy winning BRAVE COMBO, pop rockers TRIPPING DAISY, and guitar-god ANDY TIMMONS. Mitch is also a producer, an in-demand bass player (once playing with Country superstar JACK INGRAM), and has published several articles for Modern Drummer.

In 2007, a mutual friend introduced Mitch to Jeff Christenson at the Indy500, knowing that both Jeff and Mitch shared a common passion for helping entertainers with their financial goals. Together, they are changing how the entertainment industry views and uses financial advisors. They are currently serving many clients in the music industry, including band members from the Goo GooDolls, Cheap Trick, LynyrdSkynyrd, and more…

Vicki Edelen

E-mail: Vicki@habitsofwealth.com

Office Address

3131 East Camelback Road, Suite 350
Phoenix, Arizona
85016 United States