Meet Our Team

Lucas Christensen
CFP®, MBA

Managing Partner, Wealth Advisor

623-440-1771

623-289-7826

lucas.christensen@arrowheadwp.com

Lucas Christensen is a Managing Partner and Wealth Advisor of Arrowhead Wealth Partners. He is focused on working with individuals and businesses that are dedicated on meaningful financial planning. Lucas works with individual...

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Jordon Wheeler
CFP®, CRPC®

Managing Partner, Wealth Advisor

(623) 440-1771

(623) 289-7826

jordon.wheeler@arrowheadwp.com

Jordon Wheeler is a Wealth Advisor and Managing Partner of Arrowhead Wealth Partners. He focuses on working with families and business owners that want a partner to help create sound financial plans for their future goals...

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Cody Heins
AAMS®

Managing Partner, Wealth Advisor

(623) 440-1771

(623) 289-7826

cody.heins@arrowheadwp.com

Cody is a Managing Partner and Wealth Advisor at Arrowhead Wealth Partners. He focuses on partnering with families and business owners who are dedicated to investing in their future and for the generations to follow. This focus allows...

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Rene Moreno

Client Relationship Manager

623-440-1771

623-289-7826

rene.moreno@arrowheadwp.com

Rene Moreno found her niche in the financial services industry over two decades ago. As our Client Relationship Manager, she supports both clients and wealth advisors. Among her responsibilities, she manages deposits, withdrawals,...

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