Scottsdale, AZ (PRNewswire, PRWeb) August 8th, 2012 — Gentry Wealth Management, a boutique financial planning and investment firm headquartered in Scottsdale, Arizona, has recently added two Wealth Advisors to their office in Las Vegas, Nevada.

“We are extremely proud to introduce Dave Humphrey and Taiya Thompson to our team,” said Christopher Bowman, founding member of Gentry Wealth Management. “The process of qualifying to be a Wealth Advisor at Gentry is formidable, and our newest team members have demonstrated success in developing strategies to preserve and grow clients’ wealth.  They are a welcomed addition to Gentry.”

David Humphrey is a Certified Financial Planner® specializing in retirement planning, wealth preservation, and estate planning.  Mr. Humphrey has been working with high net worth families for nearly 20 years.  Prior to joining Gentry Wealth Management, Mr. Humphrey spent 18 years with Fidelity Investments. During his tenure with Fidelity he worked in Utah, Rhode Island, New Hampshire, and Nevada.

Taiya Thompson is a Certified Financial Planner® bringing more than 16 years of industry experience to Gentry Wealth Management.  Prior to joining Gentry Wealth Management, Mrs. Thompson worked with Fidelity’s Private Client Group serving as the Vice President and Senior Account Executive.  Mrs. Thompson is an active member of the Financial Planning Association and National Organization of Women Business Owners.

“Key indicators to an advisor’s success and experience level are the overall size of the management portfolio and the number of households they manage.”  Bowman claims, “Mrs. Thompson and Mr. Humphrey worked as a team managing over $1 Billion in assets.  They represent the caliber of advisors we proudly welcome at Gentry Wealth Management.”

About Gentry Wealth Management:

Gentry Wealth Management is a leading boutique financial planning and investment firm offering an extensive selection of private wealth accumulation and preservation services. With offices in Scottsdale, Arizona, Las Vegas, Nevada, and Salt Lake City, Utah, each senior staff member at Gentry Wealth Management has well over a decade of industry expertise in a variety of concentrations. Comprehensive services include and aren’t limited to: portfolio management, retirement planning, income management, philanthropic planning, estate and legacy planning, asset management, investment management, and accounting services.

Matt Megin

Wealth Advisor
Email: mmegin@gentrywm.com

Matt Megin recently joined Gentry Wealth Management’s Las Vegas office, and with him brought over 12 years of financial industry and portfolio management experience. Prior to joining Gentry Wealth Management, Mr. Megin was a Wealth Advisor at Fidelity Investments—managing over $350 million in assets among 420 households. During his career with Fidelity he worked with high net worth individuals in Rhode Island, Nevada, Connecticut, and Massachusetts.

Over the years Mr. Megin has developed a deep understanding of short, intermediate, and long term financial planning. He takes great pride in helping his clients achieve their goals and plan a legacy by employing factual analyses, unbiased representation, and consistent communication. Mr. Megin believes in a strong Client / Advisor relationship, and does so by building trust, understanding, success, and friendship.

Prior to becoming a Wealth Advisor, Mr. Megin attended Springfield College in Massachusetts where he majored in business management. Growing up just outside of Boston, MA, he maintains residences in Henderson, NV and South Boston, MA, and serves his clients’ needs out of both locations. When he’s not in the office you can find Matt spending time with his family, supporting his nephews’ sports endeavors, or out on the golf course with friends and clients.

Marty Bender

Wealth Advisor

Marty Bender has joined Gentry as a Wealth Advisor after spending over 15 years working for Fidelity Investments. His formative years in the industry were with Fidelity in Salt Lake City. After four years there learning the business, he relocated his family to Gilbert in 2001 to work in the newly formed Chandler, Arizona office where he worked for the next eleven years. He built his business throughout the years, and managed over 450 clients relationships totaling more than $750 million with the firm. His goal is to be considered the most trusted financial advisor for his clients.

Mr. Bender’s approach to client management truly starts with understanding each family as being unique and independent. After understanding a client’s financial situation he helps incorporate strategies to existing plans to maximize the chance for continued success. Having been a Certified Financial Planner since 2004, he subjectively looks at all different aspects to a client’s situation to give them the best options to achieve their goals financially.

Mr. Bender studied Business and Economics at Weber State University in Ogden, Utah. He originally became interested in financial planning in his early twenties when he made his first investment in a mutual fund with the goal of buying a house. He and his family currently live in Gilbert where they bought a home in 2003. They are currently Sun Devil Club members, and hold season tickets for basketball, a passion that Mr. Bender is currently passing down to his son. In his spare time he enjoys tennis, bowling, traveling, and spending time with extended family that also live in Arizona.

Taiya M. Thompson

Wealth Advisor
Email: thompson@gentrywm.com

Taiya Thompson is a Certified Financial Planner bringing more than 16 years of industry experience to Gentry Wealth Management. Mrs. Thompson navigates affluent individuals, families and business owners through the planning process to create a wealth strategies plan that addresses investment strategy and portfolio management, risk management, assuring lifestyle and income streams, income tax and estate tax reduction, succession and exit planning for business owners, special needs planning and the many facets of estate and philanthropic planning. Mrs. Thompson believes in the concept of collaboration and holistic planning to bring order and peace of mind to her clients affairs so they are free to focus on what is important to them, their families and communities.

Prior to joining Gentry, Mrs. Thompson spent 14 years with Fidelity Investments. During her tenure she worked in Utah, California and Nevada. Most recently she worked with Fidelity’s Private Client Group serving as the Vice President and Senior Account Executive where she managed and planned for more than 500 clients with a combined net worth in excess of $1 billion. Mrs. Thompson started in the banking industry prior to her tenure at Fidelity.

Mrs. Thompson studied Business Finance at California State University at Northridge. She is an active member of the Financial Planning Association and National Organization of Women Business Owners. Her and her husband, Jimmy, have two children, Kasia and Kian who is with Down syndrome. Mrs. Thompson sits on the board of the Down Syndrome Organization of Southern Nevada serving as Treasurer and volunteers with several other community organizations. Outside of work, she enjoys traveling to music festivals, vacationing with the family, being a pageant mom and road biking.