Foothills Advisors, LLC

Aaron Coates is a CFP® professional with six years of industry experience. He is the principal of Foothills Wealth Management, LLC, and also owns Foothills Accounting & Tax, PLLC, where he provides tax preparation services. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, and other firms. Foothills Wealth Management is a state-registered investment advisory firm serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a passive portfolio construction approach using index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis.

Timothy Maiefski is a financial advisor at Foothills Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Vigilare Wealth Management. Outside of his advisory role, he is also an insurance agent. Foothills Advisors, LLC provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, and corporate entities. The firm combines fundamental and technical analysis with Monte Carlo modeling and may use third-party sub-advisors and covered-call option strategies as part of its investment approach.

Jeffrey Jones is a financial advisor with Foothills Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Foothills Advisors since 2018 and previously at Heritage Wealth Management, LLC. Outside of advising, he is an insurance agent with Foothills Insurance Group, LLC. Foothills Advisors, LLC provides discretionary asset management and financial planning to individuals and corporate clients, including high-net-worth individuals. The firm uses a combination of fundamental and technical analysis alongside Monte Carlo modeling and may delegate portfolio management to third-party sub-advisors.