Newsletters

August 28, 2020

August 28, 2020 As we near September the major equity indexes are at or near all-time highs. It is incredible to think that we shut

June 15th, 2020

June 15, 2020 As we approach the halfway mark of 2020 one is sure to wonder what in the world is going on.  As living

May 4th, 2020

May 4, 2020 “Life is 10% what happens to you and 90% how you respond to it.” Lou Holtz, Hall of Fame football coach  

April 20, 2020

April 20, 2020 The stock market high for the Dow Industrials index was on February 19th at 29,551.  The low point was on March 23rd

April 2020

April 2020 In observance of Arizona’s Governor Doug Ducey’s executive order we are no longer conducting in-office-meetings.  However, we will be in the office to

March 26th, 2020: Further Virus Update

March 26, 2020: Further Virus Update The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or indirectly,

March 18th, 2020

March 18, 2020 We are prepared and ready to help – As the situation with coronavirus (COVID-19) continues to develop, our entire team is ready

February 2020

February 2020 The global spread of the coronavirus has triggered a sell-off in our equity markets.  Indeed, it is not unreasonable to conclude that the

January 2020

January 2020 2019 was a good year for domestic equities, and January continues the trend.  Our economy remains strong and we do not expect a

August 2019

August 2019 Well, it is summertime and the equity markets are acting like . . . the equity markets! Some of the blame for recent

June 2019

June 2019 The equity markets are heating up and heading towards newer highs as the US economy continues this growth expansion, in spite of the

May 2019

May 2019 Summer is upon us and we hope you have fun plans! We had a great time at the Spring Picnic and were very

April 2019

April 2019 Following a disappointing 4th quarter in 2018 in which the S&P500 Index fell nearly 20%, the first quarter of 2019 is much improved

February 2019

February 2019 It appears that the market lows on December 24th were indeed the bottom, marking the end of the Bear market that began after

December 2018

December 2018 Equity markets have displayed extreme volatility in recent months, but we believe the worst is over. On Monday, December 24th the S&P 500 index

Market Volatility 2018

Market Volatility 2018 After more than 18 months of rising markets, we’ve started to see a decline, with large sell-offs and heightened volatility in recent

November 2018

November 2018 Volatility in the equity markets continues as we near the midterm elections. We believe the volatility is largely a result of uncertainty regarding

October 2018

October 2018 The recent declines in equity markets have been attributed to rising interest rates by many pundits and our media in general.  We believe,

September 2018

September 2018 It’s hard to believe that Fall is just around the corner but here it is.  The U.S. economy is rocketing forward with over

July 2018

July 2018 Welcome back to volatility. The reason we say “welcome back” is because we haven’t seen much in recent years and appear to be

May 2018

May 2018 The markets have lifted out of correction territory and seem to be back on the rise. We won’t be out of the woods

March 2018

March 2018 If you have been watching the news you may think the world is coming to an end. Is everything spinning out of control:

February 2018

February 2018 Last week the Dow Jones Industrial Average interrupted its strong run, and thus far is within the fluctuation realm when considered on a

January 18, 2018

January 18, 2018 We hope this letter finds you well.  The transition from NPC to LPL has been a bit bumpy to say the least. 

January 1, 2018

January 1, 2018 Happy New Year!  2017 was an impressive year for investors both foreign and domestic. We are optimistic that 2018 will be prosperous

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.

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.

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

ROB WRIGHT​

Rob is an original 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.

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.

Rob has since retired and no longer has duties at Southwest Investment Advisors, Inc.

BART SCHANNEP

Original co-founder, 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.

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.

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.

Bart has since retired and has no responsibilities at Southwest Investment Advisors, Inc.

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:

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: