Client Services
katie@sunvalleywealth.com
Katie Spini
Katie Spini oversees office operations and client services for Sun Valley Wealth, ensuring that our valued clients have a quick, effective line of communication and know what to expect when they meet with our team. If you have been to see us before, you have likely had the pleasure of speaking with Katie, as she helps each person who works with us set and confirm appointments.
Her background in customer service and welcoming voice make her perfect for her role because she spends her days fielding any questions our clients may have about their plans and correlating documents. Having worked with us since our firm’s inception, Katie strongly believes that our quality-of-service sets Sun Valley Wealth apart from the competition. She is also extremely proud to be a part of this team that feels like a tight-knit family, and she knows that Sun Valley will always put a client’s unique needs first.
Born in California, Katie is now a resident of Scottsdale, Arizona. Being so close with her family members who also live in Scottsdale, it truly feels like home – and she loves all the beautiful sights the city has to offer. In her free time, Katie enjoys working out, exploring, hiking and finding new activities to add to her daily routine. She is very close with her younger sister Olivia, and the two often go shopping or on quests to find great new restaurants in the area.
“I think what makes us different is how much we care about people. As the first point of contact for someone looking to work with us, I know that our clients are looking for advisors and planners who place their individual needs above everything else, and I know that our team isn’t willing to compromise with a cookie-cutter solution.”
— Katie SpiniClient Services
The Sun Valley Team
When you work with our team at Sun Valley Wealth, you’re more than just a number. You’re the star, and you deserve to be treated as such. That philosophy starts with our people and their desire to do right by our clients, which was instilled in them at the very beginning of their decades-long careers in financial services. We also know that growth evolves out of trust, honesty and friendship, which is why we’ve aligned our success with yours. We’re committed to helping you achieve your goals and your potential, and we’re excited to see what you can become. Meet the Sun Valley Wealth team below.
Connect With Us
How are you mitigating risk and creating income for your retirement? If you don’t have an answer, we can help you put together a customized, comprehensive financial plan that focuses on your dreams and outlines a clear path toward them. Please fill out our form below with as much information as possible, and we’ll be in touch with you shortly!
Contact Us
16427 N. Scottsdale Rd., Suite 410
Scottsdale, AZ 85254
Phone: (833) 282-7272
Email: don@sunvalleywealth.com
Never Miss a Show!
Catch up weekly, right here on our site, and listen to The Right Money Show with Don Spini live every Sunday from 11 a.m. to noon on KTAR News 92.3 and from noon to 1 p.m. on News Talk 550 KFYI in Phoenix!