The Team

Kory Budinger

Kory Budinger

Financial Advisor
Dustin Lester

Dustin Lester

Financial Advisor
Stan Waldrop

Stan Waldrop

Financial Advisor
Greg Morell

Greg Morell

Financial Advisor
Chris Sevilis

Chris Sevilis

Financial Advisor
Brian West

Brian West

Financial Advisor
Eric Black

Eric Black

Financial Advisor
Shawn Berks

Shawn Berks

Executive Assistant
Steven Buerleine

Steven Buerleine

Marketing Administrative Assistant
Jeremiah Butout

Jeremiah Butout

Financial Advisor


Company Overview

Progressive Financial Concepts is an independently owned/operated wealth management and financial services firm strategically located in Scottsdale, Arizona. Member advisors and member firms have a wide array of expertise.

PFC has always held onto the idea of a single establishment where affluent individuals/businesses can obtain unbiased and personalized advice from a team of advisors who we believe to be among the brightest, best trained, and best supported in the industry. Our senior advisors are leaders in the industry and sought after as speakers for seminars, the media and industry events.

Highlights

  • Office in beautiful Scottsdale, Arizona… perfectly positioned to service our clients across the southwest. 
  • In-house advanced planning team with attorneys and financial planners on staff to assist our advisors with their clients and their counsel*
  • Investment Strategy Committee - A team of our more experienced financial advisors with extensive investment experience
  • We are affiliated with Sagepoint Securities.  One of the nation’s leading independent wealth management and advisory broker dealers.


Progressive Financial Concepts

Main 480-745-7882

Fax  480-773-6802

8722 E. Via De Commercio

Scottsdale, AZ 85258

Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance offered through Progressive Financial Concepts and is not affiliated with SagePoint Financial.SagePoint Financial does not offer tax or legal advice. All listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, DC. No offers may be made or accepted from any resident outside the specific states referenced.

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