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Scottsdale Wealth Management Team

Jonathan Zweifel* ,CFP®

Series 7, 9, 10, 24, 52, 63, 65 and CA Insurance Lic.: 0H58157

Jon can be reached at: or (480) 482-7118
Branch Manager and Owner

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Jonathan Zweifel

Jonathan received his B.S. in Finance from Arizona State University and graduated Summa Cum Laude. He takes pride in developing personal and professional relationships with each of his clients by offering a personalized approach to investment planning. Jon specializes in retirement and income planning for clients.

Jonathan Zweifel

Birthplace: Malin, Oregon

Passions: Flying – Jon is a commercial pilot and enjoys flying his Mooney around Arizona.

Hobbies: While away from the office, Jonathan enjoys sailing, camping, and spending time with his family. Staying active in his community, he volunteers as a Venture Leader for a local Boy Scout Troop. He is proud to be an Eagle Scout.

Family Life: Jon and his wife, Michelle, reside in Chandler with their four children, Jathen, Brylee, Emma and Ryder.

Stephanie Shafer*

Series 7, 24, 4, 53, 66 and AZ Insurance Lic.: 855449

Stephanie can be reached at: or (480) 482-7117
Financial Advisor*, VP of Operations

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Stephanie Shafer

Stephanie is a graduate of Arizona State University and the Barrett Honors College with a B.S in Finance. She is also a Certified Financial Planner TM . Stephanie has spent the last eleven years in various roles within the SagePoint Financial back office. Stephanie’s prior experience brings a vast amount of knowledge to both the operations and management for the office. She is looking forward to building a strong team to support the advisors and the clients.

Stephanie Shafer

Birthplace: Phoenix, AZ

Favorite Childhood Memory: Weekend sleepover with my grandma learning to cook from her cookbook.

Hobbies: Traveling, reading, and scrapbooking

Passion: Dance – I danced from age 3 through college and then went on to teach it. The experiences I’ve had because of dance have truly shaped who I am.

Family Life: The black cat – Maddie.

Favorite Quotes: “Dance like no one is watching.”

Donald McAbier*

Series 6, 7, 63, 66, AZ Insurance Lic.: 91963 and CA Insurance Lic.: 0F78073

Don can be reached at: or (480) 482-7119
Financial Advisor

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Donald McAbier

I like to learn about my client’s lifestyle goals both short and long term then implement and monitor a plan they help create. With 30 years’ experience helping individuals and business owners, we focus on issues of longevity, tax exposure and retirement income stability to help avoid unexpected circumstances.

Donald McAbier

Birthplace: Alexandria, VA but grew up in Northeast Ohio

Favorite Childhood Memory: Growing up in rural Ohio, we had a blast playing all day in the woods, creeks, and farm fields.

Hobbies: Love to hike and bike desert trails. I also enjoy building furniture from reclaimed materials.

Passion: The game of golf. Not just playing it but, everything around it. I find the history of gold and the evolution and design of equipment amazing. Attending professional golf events is always a highlight for me.

Family Life: I have been married to my wife and best friend Leslie for 30 years plus our dog, Stella.

Favorite Quotes: “Everyday ordinary people do extraordinary things.”

Eric Y. Sin*

Series 7, 31, 63, 65

Eric can be reached at: or (480) 482-7122
Financial Advisor

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Eric Y. Sin

Eric received his B.B.A. in International Finance and Marketing from The University of Miami in Coral Gables, Florida. He trained with Dean Witter in The World Trade Center and for over 28 years has worked with individuals, families and small businesses to deliver services and solutions that help build, preserve and manage wealth. Eric is dedicated to client service and focuses on the things that his clients care about most.

Eric Y. Sin

Birthplace: Chicago, IL

Favorite Childhood Memory: Holiday’s on grandma’s farm in Indiana

Hobbies: Drumming and Yoga

Family Life: I married my college sweetheart and all of my passion goes into raising our two teenage daughters.

Favorite Quotes: “I can buy anything in the whole world I want, but I can’t buy time.”

– Warren Buffet

Scottsdale Wealth Management Team

Jonathan Zweifel Headshot Stephanie Shafer Headshot Donald McAbier Headshot Eric Y Sin Headshot

Contact Us Now Scottsdale

Contact Us Now

8:30 a.m. - 4:30 p.m.
7333 E Doubletree Ranch Rd.
Suite D-200
Scottsdale, AZ 85258
(480) 482-7120

Or have one of our representatives contact you.