Broker Check

Our Team

Bill Gold, CFP®, CLU®

Founder

480.602.0400 x21

[email protected]

Bill has been dedicated to the financial security of Arizona families since 1971 when he and his father, Everett Van Gold, co-founded Gold & Associates, Inc. He is an Investment Adviser Representative with United Planners Financial...

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Matt Wilson ChFC®, CRPC®, CFS®

Chartered Financial Consultant®

602.494.0400 x25

[email protected]

A native of Northern Virginia, Matt and his wife Susan moved to Phoenix in 2004. He got his start in the financial field in 2007 by completing an unusual 1-year apprenticeship under Bill Gold where he learned not only how to advise...

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Kris Silva

Executive Director

602.494.0400 x21

[email protected]

Kris is a Registered Assistant with United Planners and has been in the Financial Services industry since 1985. She holds her Series 6, 26, 63 and Life & Health licenses. A native of Washington State, Kris has been married for 30 years...
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Alex Silva

Administrative Assistant

602.494.0400 x22

[email protected]

Our newest member of the firm has actually worked here for over 6 years. Also a native of Washington State, Alex is enjoying her career in the Financial Services field and is currently studying for the Series 7 exam. She enjoys music,...

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