Lynette Kontkanen

Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.

Financial planning shouldn’t feel like a sales pitch. For too many people, it still does. If you’re looking for honest advice from someone who understands where you’re coming from, not just your numbers but your priorities, that’s exactly how we built Suttle Crossland Wealth Advisors. I’m Dustin Suttle, co-founder and CFP® professional. With over 20 years in the financial industry, I’ve worked with people navigating everything from business exits and retirement transitions to paying for college and managing complex investment portfolios. We help bring structure to the chaos. Our approach blends academic investing principles with tax-smart strategies and real-world flexibility. We’re a fee-only firm, which means we never receive commissions or referral kickbacks. While we may suggest investment or insurance products when appropriate, we refer to trusted partners and never receive compensation if you choose to work with them. This helps us stay objective and fully aligned with your best interests. I work with a diverse range of clients, including business owners, high earners in transition, and families trying to balance growth with peace of mind. We serve clients nationwide from our Arizona base, offering transparent pricing and ongoing support. If you’ve ever felt like financial advice was built for someone else, let’s change that. Let’s see if we’re a good fit.

Tracy Martin is a Wealth Management Advisor at Merrill, where she provides comprehensive wealth management services tailored to the unique circumstances of each client. Her practice emphasizes listening and client service, enabling her to develop customized financial and wealth planning strategies. Tracy focuses on areas including college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Tracy holds a Bachelor's Degree from Mercyhurst College and has earned professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). She is actively involved in Merrill's Women's Exchange, serving as Co-President of the Virtual Chapter, which hosts monthly webinars for nearly 500 members across the United States to promote best practices and career development. Outside of her professional responsibilities, Tracy enjoys spending time with her family, including her husband and boy-girl twins. Her personal interests include sports, camping, watching movies, and traveling.

Aaron Berger is a Wealth Management Advisor based in Arizona with a career in financial advisory services since 1994. He specializes in creating customized financial strategies aimed at helping clients simplify their financial lives and pursue long-term goals. Aaron works closely with clients' families across generations, as well as their attorneys and CPAs, to maintain collaborative support in managing wealth. His areas of focus include employee financial health, legacy planning, liquidity management, retirement income, tax minimization, philanthropic planning, and socially responsible investing. Aaron earned a Bachelor's Degree in Finance from Arizona State University in 1993 and a Master's Degree from the University of Phoenix. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor (CRPC) professional designations. He is also recognized as a Personal Investment Advisor (PIA). Aaron has been active in the Arizona community, serving on the Board of Directors for Lura Turner Homes and contributing as a Foundation Giving Member of the Delta Sigma Pi Leadership Foundation. He is an active distance runner and member of the Arizona Road Racers, volunteering regularly at trail races across the Southwest. Aaron’s professional approach focuses on developing personalized financial strategies through one-on-one collaboration, with a commitment to addressing clients' unique objectives and involving relevant advisors as needed.

Edward Sarraf is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates with a team of wealth-management professionals to provide financial strategies tailored to high net worth individuals and businesses. His approach to wealth management encompasses investing, estate planning strategies, retirement planning strategies, concentrated stock positions, alternative investments, life insurance, and corporate relationship management. Edward earned a Bachelor of Science degree in Personnel Management from the University of Arizona Business School in 1991. He has more than two decades of experience in the financial services industry, beginning his career with Merrill Lynch in 1992 as a 401(k) representative in Manhattan, NY. After a nine-year tenure as a NASDAQ and hedge-fund trader, he rejoined Merrill Lynch in 2004. Edward holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in North Scottsdale with his wife and daughter, Edward engages in recreational ice hockey as a lifelong passion. He emphasizes building relationships based on trust and focuses on understanding clients' unique situations to deliver tailored wealth management services.

Brian Robinson is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a broad range of financial topics including investing, retirement planning, and saving for unexpected events. Additionally, he offers access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Brian’s expertise lies in helping clients manage the complexities of their financial priorities, whether that involves buying a home, saving for college, caring for elderly parents, or preparing for healthcare needs. He partners with clients to define their goals and tailor portfolio strategies accordingly, providing ongoing advice and adjusting plans as clients’ situations evolve. Brian holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a bachelor’s degree from the University of California system.