Adam Lunceford, who served as Regional Vice President for Householder Group and as a Registered Representative with LPL Financial, has been a stalwart of the financial services industry for over a decade. With an array of securities registrations and licenses, Adam has consistently demonstrated his commitment to developing sophisticated retirement and estate plans, always with an eye toward tax efficiency and asset protection for his clientele. A Montana native and an alumnus of Oklahoma Christian University, Adam has contributed his expertise generously both in his professional role and within his community.

As Adam embarks on the next chapter, Aaron McLachlan steps in, bringing his own seasoned perspective to the forefront. Aaron’s tenure in the financial services industry, coupled with his academic background from The University of Nebraska and Texas Christian University, positions him as a worthy successor to continue the legacy of exceptional client service. His series 7 and 66 securities registrations, held with LPL and Householder Group Estate & Retirement Specialists, attest to his comprehensive capabilities in advising his clients as a fiduciary.

Aaron's expertise in retirement planning, asset protection, and risk management aligns seamlessly with the firm’s mission of capital preservation and wealth management across generations. His approach to client relationships—founded on trust and customized strategies—ensures that every client’s financial goals are both understood and prioritized.

Anchored by his Colorado roots, Aaron's life outside the office is as rich and community-oriented as his professional endeavors. Together with his wife, Jennifer, and daughter Madison, he enjoys Colorado’s abundant outdoor life, from golfing to skiing, and is an ardent supporter of Denver’s professional sports teams, especially the Denver Broncos. Aaron and Jennifer's passion for animal welfare, demonstrated by their commitment to dog rescue, further reflects the depth of Aaron’s personal values and dedication to making a difference.

As Aaron McLachlan assumes his role, clients can anticipate a seamless transition with the assurance that their financial futures are in thoughtful and capable hands.

We don’t represent a group of investment products, we represent you.

Office Location:

8985 E. Bell Rd.
Scottsdale, AZ 85260

Chartered Retirement Planning Counselor SM or CRPC®

Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.