• Approach
  • Reach
  • Surpass
your financial goals.

Dave Ramsey SmartVestor Pro

One of America’s most trusted voices on money and business matters is Dave Ramsey. We have been a part of the SmartVestor program since 2004. Our investment strategies and beliefs mimic Dave’s beliefs about financial education and retirement planning.

We are committed to helping individuals in our community and have held numerous classes in our office and outside at local settings with the Financial Peace courses.

If you are interested in learning more please contact Alix or Rick at 520-544-2500.

SIA Webcasts: Latest Market Insights

The dow has been going up for 124 years, how is that possible! Bart and I dig into why and the reasons why this measurement

Update on the 4% Rule

The 4% rule is something that advisors have used as a tool to show investors what they might expect to get from investments while in

Optimism for the Future

At Southwest Investments we are consistently position on where we think the market is going. Even when it is going down, it will return to

Who We Are

Alix profile pic edit 4

Alix Kusler​

Portfolio Manager, Advisor,
Certified Wealth Strategist®

Rick square

Rick Zich

Financial Advisor, Manager

Rob S Square

Rob Schannep​

Financial Advisor, AIF®
Our Dave Ramsey Specialist

Kataya profile pic edit 2

Kataya Plett​

Assistant Portfolio Manager

Lacey Square

Lacey Rogers​

Operations Manager

Sarah Profile Pic Cropped contrast

Sarah Sbragia​

Client Services

The Value of Investing for your Future

Our mission is to assist you in reaching your financial goals. Together, we will create a solid investment portfolio designed to manage your individual needs.  –Bart Schannep

Fiduciary

An investment advisor is considered a fiduciary and held to a higher standard when compared to a financial planner. This means that we are required to keep your best interests in mind. We have held this basic belief for many years and will always give you the highest standard of care.

As fee-only fiduciaries, we…
  • Are not compensated by commissions or product sales.
  • Are only compensated by our clients.
  • Have no hidden 12b-1 fees.
  • Have transparent and upfront pricing.
  • Give advice in your best interest, not ours

Trusted Independent Advice

Southwest Investment Advisors is a family oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.

Because of this independence, we are not tied to any one particular fund or investment product. This allows us to develop and prepare you a financial plan based entirely on your needs, objectives and goals in mind.

Latest News

The dow has been going up for 124 years, how is that possible! Bart and I dig into why and the reasons why this measurement

Update on the 4% Rule

The 4% rule is something that advisors have used as a tool to show investors what they might expect to get from investments while in

Optimism for the Future

At Southwest Investments we are consistently position on where we think the market is going. Even when it is going down, it will return to

US Economy news from the end of the 3rd quarter. https://vimeo.com/477332038

The market took off this morning with the news of COVID vaccine hopes, Biden presidency, and a greats jobs report. Let’s talk about how they

This is a new series on showing our listeners ways that can sabotage your retirement planning.  Here we talk about the some real risks to

This is a new series on showing our listeners ways that can sabotage your retirement planning.  Here we talk about the social security and the

This is a new series on showing our listeners ways that can sabotage your retirement planning.  Here we talk about the estate planning and what

This is a new series on showing our listeners ways that can sabotage your retirement planning.  Here we talk about the problems that can happen

This is a new series on showing our listeners ways that can sabotage your retirement planning.  Here we talk about the differences in investing specific

What We Do

Investment Management

Centre Portfolios

ESG Portfolios

Financial Planning

Every person deserves a chance to invest. Once you have gone through the Dave Ramsey program you are ready to start investing in gusto. Let us help you with that.

Through a disciplined process of listening, analyzing, implementing and monitoring, we work with you to create a plan designed to help you achieve your unique financial vision.

We have developed a planner that shows you how all of your investments contribute to your retirement and how small changes in each can impact this plan.

As costs continue to rise for you or your children's education, you need to be thinking on ways to minimize those costs. We are here to help you in that process.

Contact Us

(520) 544-2500

7594 N La Cholla Blvd
Tucson, AZ 85741

ALIX KUSLER

Alix’s primary roles in the team are portfolio management and client contact. She focuses on building and maintaining client relationships and reviewing and constructing portfolios that reflect clients’ individual goals.

Alix holds a BS in Business Administration from Pepperdine University, where she studied both in Malibu, California and Florence, Italy. She started with Southwest Investments in 2009 on the operational side of the business and has built her way to the sales side.

In 2014 Alix obtained one of the industry’s newest designations, the Certified Wealth Strategist® designation, administered by Cannon Financial Institute.

When she’s not in the office, Alix enjoys traveling and exercising with her husband Phil, singing at the Vineyard Christian Community, and meeting up for tea or a cold brew. She has a wonderful family and close group of friends and is excited to be a part of the team here at Southwest Investment Advisors.

Meet with Alix:

RICK ZICH

Rick is in charge of the managerial duties at Southwest Investment Advisors.  As a Financial Advisor, he meets with new and existing clients and helps with problem solving.

He has a Bachelors of Science in Business and Marketing from Purdue University and an MBA from the University of Phoenix. His past 20 years of business experience includes roles of Controller, CFO, and President of consumer goods companies with double digit growth for over a decade.  He and his wife own a local jewelry boutique, Trinity Diamonds.

Outside of the office, Rick enjoys keeping up with the latest in tech news, scuba diving, hiking, playing the electric bass guitar (well, trying to), and keeping the dogs happy with long walks.

Meet with Rick:

ROBERT SCHANNEP​

Robert has been an Advisor since 2012 following in the footsteps of both his father and grandfather. He holds a Bachelor’s Degree in English Literature and graduated Summa cum Laude from BIOLA. After working several years in Social Services Robert has a distinct perspective when helping people create and manage their financial goals.

When Robert is not working, life is all about family. Along with his lovely wife, Robin, four beautiful children and their dog, he enjoys traveling in the family bus, which is always an adventure. He enjoys meditating, praying, journaling and plays the guitar daily to maintain his sanity!

Meet with Robert:

Licensing and Regulatory​:

Licenses: Series 7, Series 63, Series 31 held through LPL Financial and the Series 66 is held through LPL Financial and Southwest Investment Advisors

KATAYA PLETT​

Kataya has been with Southwest Investment Advisors since January of 2017.

She assists Alix with portfolio construction, rebalancing, and trading.

Kataya also plans our company’s client appreciation events and assists with the company website.

In her free time Kataya enjoys spending time with her family and her dog, traveling to new places, and getting involved with local events.

LACEY ROGERS​

Lacey has been with Southwest Investment Advisors since 2007 and has been the Operations Manager since 2012.

Her primary duties are assisting clients, assisting Advisors, processing paperwork, and working with our back office at LPL Financial.

When she’s not working she enjoys riding horses and spending time with her husband, Dustin, her two small children, and her dogs, Tebow and Ellie.

Lacey and her family really enjoy traveling, spending time outdoors, and watching her dad, Robert Wright, play the banjo.

SARAH SBRAGIA​

Sarah has been working at Southwest Investment Advisors since October of 2017.

Hers is the first friendly face you will encounter when visiting the office.

Sarah’s responsibilities include assisting clients with online access, processing account documents, scheduling meetings and assisting in all aspects of client services.

When she is not working here you may find Sarah on the shooting range serving as an assistant instructor and safety coach.

She has two children, son Zach is a graduate of the University of Arizona and daughter Paige who will graduate in 2019.

ROB WRIGHT​

Partner and Co-Founder, has been in the industry since 1994. He has degrees in English and Liberal Studies as well as a Teaching Certificate from California State San Bernardino. In addition to meeting with clients, Rob assists in the investment selection process. He writes the newsletters and correspondence and works closely with our Advisors to ensure that we present a timely, consistent message to our clients. He also participates in marketing efforts such as workshops and seminars.

Before becoming a Financial Advisor, Rob was a member of the New Christy Minstrels and he continues to perform with his banjos and other stringed instruments in concert as a member of the Wildcat Jazz Band throughout North America and as a guest artist with local symphonies and at various music festivals. Rob and his wife, Linda have one daughter and two grandchildren.

Licensing and Regulatory​:

Licenses: Series 7, Series 63, Series 31 held through LPL Financial and the Series 66 is held through LPL Financial and Southwest Investment Advisors

BART SCHANNEP

Bart has worked as an Investment Advisor since 1983.  He was with Dean Witter/Morgan Stanley for fifteen years, serving as Branch Manager during the final four years, before moving to Piper Jaffray as Branch Manager for an additional three-and-a-half years before co-founding Southwest Investment Advisors.

Bart’s primary role is to conduct client meetings and oversee our investment selection process.

In 2008, Bart become one of the first 200 professionals obtaining the industry’s newest designation, the Certified Wealth Strategist® designation, and administered by Cannon Financial Institute.

In May, 2010 Bart was selected for the distinction of Outstanding Advisor of the Year by Registered Rep Magazine, one of 10 financial advisors selected by the editors for 2010. From hundreds of nominees, the winning advisors have demonstrated both business success and leadership in serving as guides to other financial advisors and as active participants in community activities.

Additionally, Bart is licensed as a General Securities Sales Supervisor and is an Arbitrator of the FINRA (formerly NASD) Dispute Resolution.

He is active in his church and served as President of the Board for Gospel Rescue Mission of Tucson from 2007 – 2010 and 2015 – 2018.  Bart also has served on the Board of Adjustments for the town of Oro Valley from 2002 – 2008.  Bart and his wife Marcella have three grown children and several grandchildren. Together they enjoy wine tasting, scuba diving, and travel.

Licensing and Regulatory​

Licenses:  Series 7, Series 8, Series 63, Series 15, Series 5, held through LPL Financial and the Series 66 held through LPL Financial and Southwest Investment Advisors

BrokerCheck: Regulatory information here.