Galvin, Gaustad & Stein, LLC

Mark Stein is a CFP® with 42 years of industry experience and is affiliated with Galvin, Gaustad & Stein, LLC in Scottsdale, AZ. His prior work includes roles at Foothill Securities, Inc. and a long tenure in insurance sales. He also served with Canada Vistas HOA for six years. Galvin, Gaustad & Stein provides advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and portfolio management. The firm employs a proprietary fundamental research framework and manages various investment strategies, including the GGS Dynamic Growth Strategy, serving approximately $1.22 billion in assets across 17 advisors.

Jordan Galvin is a financial advisor at Galvin, Gaustad & Stein, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Galvin, Gaustad & Stein since 2015, following a brief tenure at Foothill Securities Inc. Galvin, Gaustad & Stein provides advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and portfolio management. The firm employs a proprietary fundamental research framework and manages a dynamic growth strategy that incorporates quantitative and qualitative analysis alongside AI tools and selective external managers.

Hunter Davis is a financial advisor at Galvin, Gaustad & Stein, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory role, he serves on the Outreach and Recruitment committee of Scottsdale Leadership, a nonprofit leadership development program. Galvin, Gaustad & Stein provides advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and portfolio management. The firm employs a proprietary fundamental research framework combining quantitative and qualitative analysis and manages approximately $1.22 billion in assets across 17 advisors.

Stephen Galvin is a financial advisor at Galvin, Gaustad & Stein, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Foothill Securities, Inc. and Galvin, Gaustad & Stein, LLC since 2010. Galvin, Gaustad & Stein provides advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and portfolio management. The firm employs a proprietary fundamental research framework and manages a range of investment strategies, including the GGS Dynamic Growth Strategy.

David Millet is a financial advisor with The Westerman Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at The Westerman Group since 2005 and recently joined Galvin, Gaustad, & Stein LLC in 2025. The Westerman Group, LLC serves individual investors, businesses, and trusts, offering fee-for-service financial planning and portfolio management. The firm utilizes customized asset allocation models and provides both discretionary active management and longer-term buy-and-hold strategies across equities, fixed income, mutual funds, and ETFs.

Stephen Gaustad is a financial advisor at Galvin, Gaustad & Stein, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foothill Securities, Inc., Black, Gould & Associates, and Brokerage Professional, Inc. Galvin, Gaustad & Stein provides advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and portfolio management. The firm employs a proprietary fundamental research framework and manages a range of strategies, including the GGS Dynamic Growth Strategy, utilizing both traditional and AI-supported investment analysis.

Jessica Pariser is a CFP® professional with 10 years of industry experience. She has worked at Galvin, Gaustad & Stein, LLC since 2018 and previously was with The Vanguard Group from 2015 to 2018. Galvin, Gaustad & Stein provides advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and portfolio management. The firm employs a proprietary fundamental research framework and manages a range of investment strategies, including the GGS Dynamic Growth Strategy, using both traditional and AI-supported analysis.

Eric Stein is a CFP® with 10 years of industry experience, currently serving as an advisor at Galvin, Gaustad & Stein, LLC since 2016. Prior to joining the firm, he worked at Fidelity Brokerage Services LLC. Galvin, Gaustad & Stein provides advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and portfolio management. The firm employs a proprietary fundamental research process and manages a variety of investment strategies, including the GGS Dynamic Growth Strategy, serving approximately $1.22 billion in assets across 17 advisors.