{"id":388,"date":"2026-06-03T09:47:26","date_gmt":"2026-06-03T09:47:26","guid":{"rendered":"https:\/\/luminawebsites.com\/clear-direction\/?page_id=388"},"modified":"2026-06-11T10:15:04","modified_gmt":"2026-06-11T10:15:04","slug":"team","status":"publish","type":"page","link":"https:\/\/luminawebsites.com\/clear-direction\/team\/","title":{"rendered":"Team"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"388\" class=\"elementor elementor-388\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4c94e36 e-flex e-con-boxed e-con e-parent\" data-id=\"4c94e36\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ed9398c e-con-full e-flex e-con e-child\" data-id=\"ed9398c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e9ead8b elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"e9ead8b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">The Clear Direction Team<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-419c1e9 elementor-widget__width-initial elementor-widget-tablet__width-initial elementor-widget elementor-widget-heading\" data-id=\"419c1e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">You've worked hard to build what you have. The people you trust to help protect and grow it should be held to the same standard.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-07f7dea elementor-widget elementor-widget-button\" data-id=\"07f7dea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#team\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Meet Our Team<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-337ab11 e-flex e-con-boxed e-con e-parent\" data-id=\"337ab11\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a8a854c elementor-widget__width-initial elementor-widget-tablet__width-initial elementor-widget elementor-widget-heading\" data-id=\"a8a854c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">\"We are an Investment (Asset) Management firm that <b>works best with clients who have real complexity in their financial picture<\/b> - high net worth individuals, real estate investors, business owners near an exit, and people building a tax-efficient retirement income plan.\"<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-baa1545 e-flex e-con-boxed e-con e-parent\" data-id=\"baa1545\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f594455 e-con-full e-flex e-con e-child\" data-id=\"f594455\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-fbb670d e-con-full e-flex e-con e-child\" data-id=\"fbb670d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4b95daf elementor-widget elementor-widget-image\" data-id=\"4b95daf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/questions_under_100kb-1024x1024.jpg\" class=\"attachment-large size-large wp-image-396\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/questions_under_100kb-1024x1024.jpg 1024w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/questions_under_100kb-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/questions_under_100kb-150x150.jpg 150w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/questions_under_100kb-768x768.jpg 768w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/questions_under_100kb.jpg 1254w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-399661a e-con-full e-flex e-con e-child\" data-id=\"399661a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-20c50a3 elementor-widget elementor-widget-heading\" data-id=\"20c50a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">We ask more questions first\n\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-631f83c elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"631f83c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">We dig into your situation before making any recommendation. That is how it should be.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-439513c e-con-full e-flex e-con e-child\" data-id=\"439513c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-e922c14 e-con-full e-flex e-con e-child\" data-id=\"e922c14\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-53dd56a elementor-widget elementor-widget-image\" data-id=\"53dd56a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/direct_under_100kb-1-1024x1024.jpg\" class=\"attachment-large size-large wp-image-398\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/direct_under_100kb-1-1024x1024.jpg 1024w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/direct_under_100kb-1-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/direct_under_100kb-1-150x150.jpg 150w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/direct_under_100kb-1-768x768.jpg 768w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/direct_under_100kb-1.jpg 1254w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-241f684 e-con-full e-flex e-con e-child\" data-id=\"241f684\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3ac232a elementor-widget elementor-widget-heading\" data-id=\"3ac232a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">We coordinate across disciplines\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-44b6425 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"44b6425\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">We work alongside your CPA and attorney, not around them. The best outcomes usually require everyone at the table.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9399838 e-con-full e-flex e-con e-child\" data-id=\"9399838\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-ba90b88 e-con-full e-flex e-con e-child\" data-id=\"ba90b88\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c23e1cc elementor-widget elementor-widget-image\" data-id=\"c23e1cc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/coordinate_under_100kb-1-1024x1024.jpg\" class=\"attachment-large size-large wp-image-397\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/coordinate_under_100kb-1-1024x1024.jpg 1024w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/coordinate_under_100kb-1-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/coordinate_under_100kb-1-150x150.jpg 150w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/coordinate_under_100kb-1-768x768.jpg 768w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/coordinate_under_100kb-1.jpg 1254w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-af1465b e-con-full e-flex e-con e-child\" data-id=\"af1465b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-027eac2 elementor-widget elementor-widget-heading\" data-id=\"027eac2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">We are direct<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8dbb8b9 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"8dbb8b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">If something is not right for your situation, we will tell you. We would rather have a hard conversation early than a harder one later.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-92b8a46 e-flex e-con-boxed e-con e-parent\" data-id=\"92b8a46\" data-element_type=\"container\" data-e-type=\"container\" id=\"team\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e3e481c e-con-full e-flex e-con e-child\" data-id=\"e3e481c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<a class=\"elementor-element elementor-element-32263a6 e-con-full e-flex e-con e-child\" data-id=\"32263a6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/luminawebsites.com\/clear-direction\/team-member\/randy-stoltz\/\">\n\t\t<div class=\"elementor-element elementor-element-040b612 e-con-full e-flex e-con e-child\" data-id=\"040b612\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-710018b elementor-widget elementor-widget-image\" data-id=\"710018b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Randy-1.jpg\" class=\"attachment-large size-large wp-image-408\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Randy-1.jpg 500w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Randy-1-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Randy-1-150x150.jpg 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f9d6db2 e-con-full e-flex e-con e-child\" data-id=\"f9d6db2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-191af0d elementor-widget elementor-widget-heading\" data-id=\"191af0d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Randy Stoltz<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-72bceeb elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"72bceeb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">President - 26+ Years Experience<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4624191 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"4624191\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Arizona native, ASU grad, Ed Slott Elite IRA Advisor. Founded CDI after building deep expertise in alternative investments, real estate strategies, and tax-efficient planning. Clients describe working with him as direct and low-drama.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9bbea89 elementor-widget elementor-widget-heading\" data-id=\"9bbea89\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Learn More<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<a class=\"elementor-element elementor-element-83fc430 e-con-full e-flex e-con e-child\" data-id=\"83fc430\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/luminawebsites.com\/clear-direction\/team-member\/carson-stoltz\/\">\n\t\t<div class=\"elementor-element elementor-element-47e8a6f e-con-full e-flex e-con e-child\" data-id=\"47e8a6f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4045bee elementor-widget elementor-widget-image\" data-id=\"4045bee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Carson-1.jpg\" class=\"attachment-large size-large wp-image-409\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Carson-1.jpg 500w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Carson-1-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Carson-1-150x150.jpg 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-37466e7 e-con-full e-flex e-con e-child\" data-id=\"37466e7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d6f7cf3 elementor-widget elementor-widget-heading\" data-id=\"d6f7cf3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Carson Stoltz<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ea5ff1 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"2ea5ff1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Asset Manager \/ Financial Planner<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f8d196b elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"f8d196b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">NAU grad, joined CDI in 2019. Specializes in alternative investments and tax code strategy across DSTs, Opportunity Zones, and private placements. Takes extra time to make sure every client understands what they own and why.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f656e6a elementor-widget elementor-widget-heading\" data-id=\"f656e6a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Learn More<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<a class=\"elementor-element elementor-element-98b1b05 e-con-full e-flex e-con e-child\" data-id=\"98b1b05\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/luminawebsites.com\/clear-direction\/team-member\/lauri-grovich\/\">\n\t\t<div class=\"elementor-element elementor-element-42631b5 e-con-full e-flex e-con e-child\" data-id=\"42631b5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5dc25b9 elementor-widget elementor-widget-image\" data-id=\"5dc25b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Lauri-1.jpg\" class=\"attachment-large size-large wp-image-410\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Lauri-1.jpg 500w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Lauri-1-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Lauri-1-150x150.jpg 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ca708d9 e-con-full e-flex e-con e-child\" data-id=\"ca708d9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b473166 elementor-widget elementor-widget-heading\" data-id=\"b473166\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Lauri Grovich<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f86915a elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"f86915a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Wealth Advisor\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-de6cfac elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"de6cfac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Joined 2024. Brings rare combination of investment planning and hands-on tax preparation experience. Pursuing Enrolled Agent designation. Known for being thorough and making sure clients understand their portfolios.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4dade9d elementor-widget elementor-widget-heading\" data-id=\"4dade9d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Learn More<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<a class=\"elementor-element elementor-element-1819ee6 e-con-full e-flex e-con e-child\" data-id=\"1819ee6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/luminawebsites.com\/clear-direction\/team-member\/john-schonberg\/\">\n\t\t<div class=\"elementor-element elementor-element-f32b564 e-con-full e-flex e-con e-child\" data-id=\"f32b564\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3420de1 elementor-widget elementor-widget-image\" data-id=\"3420de1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/John-3.jpg\" class=\"attachment-large size-large wp-image-415\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/John-3.jpg 500w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/John-3-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/John-3-150x150.jpg 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-17d1552 e-con-full e-flex e-con e-child\" data-id=\"17d1552\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5402a0e elementor-widget elementor-widget-heading\" data-id=\"5402a0e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">John Schonberg, CFA\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c14f40 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"3c14f40\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">CIO, Stonebridge Capital Advisors\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3748da5 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"3748da5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Independent CIO and Portfolio Manager at Stonebridge. 35+ years in institutional investment management. Works directly alongside the CDI team, tailoring portfolio management to each client's specific goals.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6face22 elementor-widget elementor-widget-heading\" data-id=\"6face22\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Learn More<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bb33332 e-con-full e-flex e-con e-child\" data-id=\"bb33332\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<a class=\"elementor-element elementor-element-e892f0b e-con-full e-flex e-con e-child\" data-id=\"e892f0b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/luminawebsites.com\/clear-direction\/team-member\/tricia-johnsen\/\">\n\t\t<div class=\"elementor-element elementor-element-25ed611 e-con-full e-flex e-con e-child\" data-id=\"25ed611\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7520217 elementor-widget elementor-widget-image\" data-id=\"7520217\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Tricia-4.jpg\" class=\"attachment-large size-large wp-image-735\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Tricia-4.jpg 500w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Tricia-4-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Tricia-4-150x150.jpg 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-41a91a1 e-con-full e-flex e-con e-child\" data-id=\"41a91a1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2047c44 elementor-widget elementor-widget-heading\" data-id=\"2047c44\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Tricia Johnsen\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2d238ee elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"2d238ee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Operations Manager<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-db59689 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"db59689\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">50+ year Arizona resident, returned to CDI for a third time. Coordinates client meetings and firm events, manages documentation, and keeps the firm running so advisors can focus on clients.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4050377 elementor-widget elementor-widget-heading\" data-id=\"4050377\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Learn More<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<a class=\"elementor-element elementor-element-bef25f5 e-con-full e-flex e-con e-child\" data-id=\"bef25f5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/luminawebsites.com\/clear-direction\/team-member\/ben-barriball\/\">\n\t\t<div class=\"elementor-element elementor-element-ee3793e e-con-full e-flex e-con e-child\" data-id=\"ee3793e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d7d8bd2 elementor-widget elementor-widget-image\" data-id=\"d7d8bd2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Ben-1.jpg\" class=\"attachment-large size-large wp-image-418\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Ben-1.jpg 500w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Ben-1-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Ben-1-150x150.jpg 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6f8dc51 e-con-full e-flex e-con e-child\" data-id=\"6f8dc51\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b5fc124 elementor-widget elementor-widget-heading\" data-id=\"b5fc124\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ben Barriball\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3cfd251 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"3cfd251\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Operations Associate\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b1f9079 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"b1f9079\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">GCU Finance grad, joined CDI as intern in 2021. Supports advisors and clients directly - answering questions, servicing accounts, and handling the details with careful attention.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-02cf6d8 elementor-widget elementor-widget-heading\" data-id=\"02cf6d8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Learn More<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t<a class=\"elementor-element elementor-element-3004eb1 e-con-full e-flex e-con e-child\" data-id=\"3004eb1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/luminawebsites.com\/clear-direction\/team-member\/linda-carry\/\">\n\t\t<div class=\"elementor-element elementor-element-70a27a2 e-con-full e-flex e-con e-child\" data-id=\"70a27a2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ac24d0e elementor-widget elementor-widget-image\" data-id=\"ac24d0e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Linda-3.jpg\" class=\"attachment-large size-large wp-image-609\" alt=\"\" srcset=\"https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Linda-3.jpg 500w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Linda-3-300x300.jpg 300w, https:\/\/luminawebsites.com\/clear-direction\/wp-content\/uploads\/2026\/06\/Linda-3-150x150.jpg 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8aa28c1 e-con-full e-flex e-con e-child\" data-id=\"8aa28c1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c70eb5a elementor-widget elementor-widget-heading\" data-id=\"c70eb5a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Linda Carry\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f6ed3f8 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"f6ed3f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Administrative Assistant\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b144dd0 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"b144dd0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Linda Carry joined Clear Direction Investments as an Administrative Assistant, supporting the President, Randall Stoltz and the Operations Team. <\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ea66b6 elementor-widget elementor-widget-heading\" data-id=\"9ea66b6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Learn More<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9b78e58 e-flex e-con-boxed e-con e-parent\" data-id=\"9b78e58\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-10f76a9 e-con-full e-flex e-con e-child\" data-id=\"10f76a9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-7d3c75f e-con-full e-flex e-con e-child\" data-id=\"7d3c75f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-37fab65 e-con-full e-flex e-con e-child\" data-id=\"37fab65\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1408c52 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"1408c52\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Sound like the right fit?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bd3c15b elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"bd3c15b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">The first step is a 15-minute conversation. No agenda, no pitch. Just a real talk about whether this makes sense.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-401203c elementor-align-left elementor-widget elementor-widget-button\" data-id=\"401203c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/luminawebsites.com\/clear-direction\/take-the-first-step\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Take the First Step<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>The Clear Direction Team You&#8217;ve worked hard to build what you have. The people you trust to help protect and grow it should be held to the same standard. Meet Our Team &#8220;We are an Investment (Asset) Management firm that works best with clients who have real complexity in their financial picture &#8211; high net [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-388","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/luminawebsites.com\/clear-direction\/wp-json\/wp\/v2\/pages\/388","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/luminawebsites.com\/clear-direction\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/luminawebsites.com\/clear-direction\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/luminawebsites.com\/clear-direction\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/luminawebsites.com\/clear-direction\/wp-json\/wp\/v2\/comments?post=388"}],"version-history":[{"count":53,"href":"https:\/\/luminawebsites.com\/clear-direction\/wp-json\/wp\/v2\/pages\/388\/revisions"}],"predecessor-version":[{"id":741,"href":"https:\/\/luminawebsites.com\/clear-direction\/wp-json\/wp\/v2\/pages\/388\/revisions\/741"}],"wp:attachment":[{"href":"https:\/\/luminawebsites.com\/clear-direction\/wp-json\/wp\/v2\/media?parent=388"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}