Ana Sanchez-Navarro

Advisor

Ana is a licensed Insurance Agent and Representative, as well as an active Arizona Real Estate Broker.  She is also a fifth generation Tucsonan and a graduate of the University of Arizona.  She has been named to the national registry of "Who's Who in Executives and Professionals" and has earned the highest of real estate designations.  She remains nationally ranked in luxury home and land sales.  She has proudly raised three children.

Jennifer M. Gray

Vice President, Operations

Jennifer is a business management and marketing graduate of Northwood University in Michigan.  Jennifer served as a financial advisor with American Express Financial Advisors for over seven years.  She has owned several successful businesses, including a financial planning company, a fitness center for women, and a consulting business.

Brent M. Wilson

Registered Representative

Brent joined J.D. Mellberg Financial in November 2007. In his role as Senior Case manager, Brent evaluates client portfolios and monitors investment strategies while helping maintain a fluid, positive and successful client relationship. Before joining J.D. Mellberg Financial, Brent spent nearly four years working with Wells Fargo Bank and Wells Fargo Investments. During his employment with Wells Fargo, his responsibilities encompassed comprehensive needs analysis, financial plan implementation and cash management. Due to his time with a highly regarded lending institution, he has extensive knowledge of credit analysis as well as private and small business lending experience. Prior to Wells Fargo, Brent spent two years with Morgan Stanley as a Junior Financial Advisor with the top Corporate Services team of the firm. Special emphasis was placed on helping to develop and maintain relationships between Senior Advisors and the vast client base they managed in the Silicon Valley. Experience through 401K and ESOP management of well known technology companies, such as McAfee, Intuitive Surgical, Extreme Networks, STC and Covad Communications has helped Brent establish a firm understanding of the differences and similarities between small to large asset management.

Brent is a Tucson native. He holds the Series 7 General Securities license, the Series 66 Registered Investment Advisor & State Laws license as well as the Arizona Life, Health & Sickness Insurance Producers license. Brent is currently working toward obtaining his Certified Financial Planners accreditation (CFP).

Heidi A. Stoltz

Case Manager

Heidi is a finance graduate of the University of Arizona.  Heidi served as a Branch Operations Assistant for two years with UBS Financial Services in Tucson.  She also holds an Arizona Life, Health & Sickness Insurance license.  In her role as Case Manager, Heidi ensures that clients experience a seamless transition when bringing their business to J.D. Mellberg Financial.  She manages account creation and transfers for both new and existing clients, making certain transactions are timely and accurate.

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