Thomas Doellman

Yesterday, I had the pleasure of meeting with Shannon Clancy, Associate Executive Director of St. Vincent De Paul - Phoenix, to present a donation following our recent Red, White & Brew! event in Scottsdale. In return, I got to learn more about this impactful non-profit organization-what they do and how we can better support them and their cause-feeding, clothing, housing and healing individuals and families in our community who have nowhere else to turn for help. IN THE NEWS: Scottsdale … [Read more...] about Red, White & BREW! 2021: What Happened Next

At-Ease Fine Men's Clothes at the Shops at Gainey was the setting for a summer kick-off VIP men's event and charity donation to St. Vincent De Paul, hosted by Scottsdale Wealth Planning.  Paul Ohanian, CFP®, founder of Scottsdale Wealth Planning, has over 30 years in financial wealth management.  Paul introduced a new member of his Investment Committee, Thomas Doellman, PhD, associate professor of finance at St. Louis University. Doellman will support SWP's client information and … [Read more...] about Red, White & BREW! 2021

Paul Ohanian, CFP®, founder and CEO of Scottsdale Wealth Planning, announces the creation of a research and education division for the company and has added Thomas Doellman, PhD, as an external consultant for the new investment committee. "Thomas is associate professor of Finance at St. Louis University, and holds a PhD in finance from the University of Florida. His years of market research in retirement investing - the psychology, market analytics, behaviors of investing and awarded … [Read more...] about In the News: Scottsdale Wealth Planning adds Doellman as investment committee member