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Juniper Wealth
MEET THE TEAM
We Help Provide the Clarity You Need Today For A More Confident Tomorrow.
MEET OUR TEAM
MEET OUR FOUNDER
Jeff Juniper
Founder
Jeff Juniper
The Valley’s Conservative Fiduciary Financial Advisor
Jeff Juniper is the Founder and Managing Partner of Juniper Wealth Management, LLC which has been helping business owners, professionals & families with their financial challenges since 1995. Jeff has a passion for helping people achieve their dreams in the most meaningful, tangible ways possible. He says, “People don’t care how much you know until they know how much you care.”
Jeff is driven by his interactions with the many clients who come to him for advice because he’s discovered a disappointing and yet common theme. Many of the people he works with don’t have a proactive, encompassing, stable financial plan. Most of the time, he’s had to put the fractured pieces of people’s financial plans together—pieces that, in a good plan, should never be separated. While most financial planners may be content with letting a disorganized plan sit and provide generic advice with generic products, Jeff gets into the weeds to help construct a plan built to withstand whatever the future may throw at it!
To hear more about Jeff’s experience and the process he’ll bring to your retirement plan, talk with him today!
ADVISORY TEAM
Jose M. “Max” Garza, CFP®, MBA
Financial Advisor
Jose M. “Max” Garza, CFP®, MBA
Financial Advisor
With more than two decades of experience in financial services, Max Garza is passionate about helping individuals and families navigate the transition from building wealth to confidently living in retirement. Max was initially drawn to the industry by a fascination with how money works – how it can be invested, protected, and grown. Over time, that interest evolved into a deeper calling: helping people use thoughtful planning to care for the people and priorities that matter most in their lives. Today, Max focuses on guiding clients through the complex decisions that accompany retirement, from income planning and tax strategy to portfolio construction and long-term risk management.
Max believes that great financial advice begins with trust and understanding. Clients often remark on his approachable style and his ability to simplify complex financial topics. His philosophy is simple: clients should never move forward with a strategy they do not fully understand. By ensuring clients clearly understand what they own and why they own it, Max helps foster greater confidence and clarity throughout retirement.
Before joining Juniper Wealth Management, Max built an extensive career working with several of the most respected firms in the financial industry, including J.P. Morgan, Charles Schwab, and TIAA, where he advised high-net-worth and mass affluent clients on comprehensive financial planning and investment strategies.
Max holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and maintains Series 7, 63, and 66 securities licenses as well as Life and Health licenses.
Originally from Texas, Max has lived and worked in several major cities including St. Louis and Chicago before settling in North Scottsdale. Outside of the office, he enjoys staying active, attending live music shows, playing guitar and exploring the world of wine. Cooking is a shared passion for Max and his wife, and they enjoy traveling abroad and experiencing destinations the way locals do.
A devoted sports fan, Max follows his alma mater Texas A&M, as well as the Los Angeles Dodgers and Los Angeles Rams, and has attended European soccer matches in both Barcelona and London. Max and his wife live in North Scottsdale with their teen son and enjoy spending weekends grilling, exploring new cuisines and planning their next travel adventure.
Doran “DJ” O’Brien, IAR
Financial Advisor
DJ O’Brien
Financial Advisor
DJ O’Brien brings more than eight years of experience in the financial services industry to Juniper Wealth Management. Originally from Minnesota, he has worked with leading firms including Lucas Retirement Group, Strategy Financial Group, and Edward Jones, where he developed education in retirement planning, portfolio analysis, and client relationship management. DJ is committed to helping clients make informed financial decisions by providing clear education, tailored strategies, and ongoing support.
DJ earned his Bachelor of Arts in Accounting and Finance from North Central University. He holds his Series 65 license as well as his Arizona Life and Health Insurance License. He is dedicated to guiding individuals and families in building tax-efficient retirement strategies and achieving long-term financial security.
Outside the office, DJ and his wife recently welcomed their daughter, Sedona, in August. A proud new father, he enjoys spending time with his family and their four pets. He is also an avid golfer and outdoor enthusiast who loves hiking and traveling to northern Arizona.
Levi Earhart, CFP®
Financial Advisor
Levi Earhart, CFP®
Financial Advisor
Levi Earhart brings more than 14 years of experience in financial advising, helping individuals and families build thoughtful, personalized strategies for retirement and long-term financial independence. His path into financial services was shaped by both personal experience and real-world market exposure.
As a young investor, Levi experienced the volatility of the dot-com bubble firsthand after investing savings bonds gifted by his grandfather. At the same time, he witnessed how thoughtful financial planning provided dignity and care for his grandmother during a long battle with Alzheimer’s. Those early experiences shaped his belief that wealth is not simply about performance – it is about providing security, stability, and a lasting legacy for the people who matter most.
Levi began his career during some of the most challenging economic periods in recent history, entering the mortgage industry prior to the housing crisis and transitioning into financial advising at the onset of the Great Recession. These experiences instilled a disciplined, risk-aware approach that continues to guide his work with clients today.
Prior to joining Juniper Wealth Management, Levi spent over a decade with Vanguard, where he advised clients on retirement planning, portfolio construction, and long-term investment strategies. Levi holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and maintains multiple securities and insurance licenses.
His approach is centered on partnership. Levi believes that financial planning is not a one-time event, but an ongoing process that evolves alongside each client’s life. By focusing on clear communication and personalized strategies, he helps clients understand not just what they are doing financially – but why.
Clients often describe Levi’s style as thoughtful and approachable. In each meeting, his priority is simple: to listen first, understand fully, and help bring clarity to complex financial decisions.
Originally from Ann Arbor, Michigan, Levi now lives in Scottsdale, Arizona. Outside of the office, he enjoys spending time with his young daughter, exploring Arizona’s hiking trails, camping and staying active.
OPERATIONS & MARKETING TEAM
Kayla Reszka
Operations Director
Kayla Reszka
Operations Director
Kayla is the Operations Director at Juniper Wealth Management, bringing a wealth of experience and expertise to the team. With a background as an office manager, event coordinator, and project manager, she excels in marketing and media relations. Kayla graduated from New Mexico State University and has since demonstrated exceptional organizational skills and a meticulous attention to detail.
Her logical thinking and creativity, paired with a relentless work ethic, ensure that she consistently goes the extra mile to achieve outstanding results. Outside of her professional life, Kayla enjoys spending time with her golden retriever, Kali, and practicing Pilates.
Kayla is dedicated to Juniper Wealth Management’s vision of understanding what is most important to their clients, providing excellent service, and deepening relationships through strategic long-term planning. She looks forward to collaborating to build and protect a future for you and your family.
Alexandra Van Leer
Marketing Director
Alex Van Leer
Marketing Director
Alexandra serves as the Marketing Director at Juniper Wealth Management where she excels in client experience and relations, sales excellence, brand value management, innovative promotions and events.
With an impressive 18-year tenure in luxury hospitality, Alexandra has honed her expertise in planning meetings, events and exceptional service at the renowned Four Seasons Resort Scottsdale at Troon North. Beyond her professional realm, Alexandra is a proud wife and mother of two, Axel (5) and Poppy (4), who are her world! She feels extremely fortunate to work with an incredible team, united by a shared passion for helping clients live their best lives. Alexandra’s dedication to her craft and her clients is evident in every project she undertakes, always striving to exceed expectations and create memorable experiences.
Ryan Meneses
Client Service Associate
Ryan Meneses
Client Service Associate
Bio coming soon.
ADVANCED PLANNING PARTNERS
Kevin Beauchamp
Jordan Smith, JD, LLM
Marc R. Schechter
Chad Follett, CPA
Tax Planning CPA,
MBA in Taxation
James D’Loughy, Esq.
Business Planning, Estate Planning, & Asset Protection
Stephen Roellin
Financial Planning
Curtis Wells
Financial Planning
INVESTMENT MANAGEMENT PARTNERS
Erin McCann
Thomas Rozman
Jared Hilman
Mike Mortallero
Brant Kummerfeld
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER®️, and CFP®️ (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
YOU DESERVE FINANCIAL CONFIDENCE
