Jacob is a Managing Director and Financial Advisor for Duffy Mathias Private Wealth. Joining former broker/dealer Baird in 2010, he brings 15 years of investment and portfolio management expertise on behalf of his clients.

Ever since Jacob was a teenager he has taken a keen interest in investing, talking business and stocks at the dinner table with his father, a financial advisor that’s been in the business most of his life. Jacob graduated from Washington State University in 2000, majoring in Finance and Insurance Risk Management. In 2001, he began his career in Pittsburgh, Pennsylvania at Federated Investors. Jacob moved to Scottsdale later that year and has remained there ever since. After Federated, Jacob spent much of his career at Smith Barney before moving to Baird in March 2010.

Jacob joined the Scottsdale Sunrise Rotary in 2015 and was elected President of the group in 2018. He also supports charitable organizations like the Children in Need Foundation, Support Arizona Youth, the Care Fund and the Injured Marine Fund. Jacob has been married to his wife Leslie for over 12 years and has two young children. When Jake is not working or spending time with his family, he enjoys climbing Camelback Mountain and playing golf.

Arizona Insurance License # 185085

EXPERTISE:

David is a financial advisor and partner with Duffy Mathias Private Wealth, recently named Forbes Best-In-State Wealth Advisor 2025, Forbes Top Next-Gen Wealth Advisor 2024 and 2025*. He focuses on the investment needs of business professionals and families with an expertise that includes portfolio design, investment management, insurance analysis, retirement planning and estate planning.

BACKGROUND AND EDUCATION:

He joined former broker/dealer Baird in 2014 - prior to that, David was Vice President at a boutique estate planning and wealth management firm in Phoenix for 6 years working with business owners, professional athletes, and celebrated entertainers.

David graduated from the W.P. Carey School of Business at Arizona State University, majoring in Managerial Economics. He holds his FINRA Series 7 and 66 licenses. Credentialed with the Qualified Plan Financial Consultant (QPFC) designation, David is regarded as an expert in the highly specialized retirement plan industry.  He also recently obtained his Certificate in Personal Financial Planning from University of California – Los Angeles and is licensed as a Life, Disability, Health, Long-term Care, Property and Casualty Insurance Broker.

David is a member of several organizations including Executive Council Charities (EC70 – nonprofit dedicated to helping Arizona youth), Central Arizona Estate Planning Council and East Valley Estate Planning Council. 

OUTSIDE OF THE OFFICE:

David and his wife, Sidney live in Scottsdale, Arizona with their son, Lincoln and their dog, Russell.  David is an avid golfer, sports enthusiast and enjoys spending time with family and friends. 

*2025 FORBES Top Next-Gen Wealth Advisors Best-in-State. Published 8/6/25, rankings based on data as of 3/31/25.

*2024 FORBES Top Next-Gen Wealth Advisors Best-in-State. Published 8/8/24, rankings based on data as of 3/31/24.

Julie is a Client Specialist with Duffy Mathias Private Wealth. She joined former/broker dealer Baird in December 2017, bringing several years of previous professional experience.

Prior to joining her former broker/dealer Baird, Julie served as an Account Executive and Executive Assistant to the CEO. Her extensive professional experience is what ultimately led her to Duffy Mathias Private Wealth.

Julie previously held a Arizona Real Estate License and was certified in Early Child Care Management. She holds her FINRA Series 7 and 66 licenses and recently obtained her WMCP® certification.

Julie moved to Scottsdale from California as a young girl and eventually raised her two sons Chase and Jake here. She loves the outdoors and seeing all the diversities in nature. She supports her local American Legion and believes in honoring those who have served for our country.

Cayden is a Client Specialist with Duffy Mathias Private Wealth who joined the team in March of 2025. 

Prior to joining Duffy Mathias Private Wealth, Cayden obtained his Series 7, Series 66, and Life and Health Insurance designations. He is currently pursuing his Certified Financial Planner designation. 

Originally from Wisconsin, Cayden moved to Arizona at a young age and has lived here ever since. He graduated from the University of Arizona with a major in Communications and a minor in Sports Management. While at the University, he was a member of the Men’s Lacrosse Team and the Pi Kappa Phi fraternity. 

Outside of work, Cayden enjoys being outdoors and spending his free time skiing, golfing, working out and watching sports.

Christie is a Client Assistant with Duffy Mathias Private Wealth. She joined former broker/dealer Baird in April 2025, bringing over many years of superior customer service.

Prior to joining former broker/dealer Baird, Christie served for 12 years in Scottsdale as Patient Care Coordinator in the Field of Plastic Surgery. In addition, she has over 12 years’ experience in the field of Education and Management, where she holds her degree in Child Development from Sacramento State University.

Her extensive professional experience and love for building personal client relationships is what ultimately led her to Duffy Mathias Private Wealth.

Christie moved to Arizona from Northern California in 2012. Christie and her two rambunctious boys Lincoln and Sterling love the outdoors, traveling and participating in sports. Christie is an avid animal lover and has a menagerie of rescue pets that bring joy to her family life.