Integrity and Transparency, it's in our DNA
Integrity and Transparency, it's in our DNA
At DNA Wealth Partners,
we are passionate about providing our clients with innovative retirement strategies.
At DNA Wealth Partners, our mission is simple: We safeguard and grow your retirement assets by advising you and your family on how to maximize your retirement savings. Our clients and their families are the heart of our business, and they always will be. We are dedicated to honest and straightforward retirement consulting and wealth management services for a wide range of clients. We cater to people who are currently employed and looking ahead to the future, people who are nearing retirement, as well as people already enjoying retirement but want to refine and improve their wealth management strategies.
As a result of our many years of experience in this sector, we strongly believe that there is no such thing as a one-size-fits-all approach to retirement planning. DNA Wealth Partners meticulously crafts custom retirement strategies for each of our clients based on their individual needs. Educating our clients about the many different retirement options and products on the market and finding the best solutions to all of their retirement planning needs is our main goal. We ensure the highest standards of integrity and transparency for our clients by sharing truthful information about the financial services industry.
When it comes to managing retirement assets, our priority is providing the utmost level of care in order to serve and protect our clients.
At DNA Wealth Partners, our mission is simple: We safeguard and grow your retirement assets by advising you and your family on how to maximize your retirement savings. Our clients and their families are the heart of our business, and they always will be. We are dedicated to honest and straightforward retirement consulting and wealth management services for a wide range of clients. We cater to people who are currently employed and looking ahead to the future, people who are nearing retirement, as well as people already enjoying retirement but want to refine and improve their wealth management strategies.
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As a result of our many years of experience in this sector, we strongly believe that there is no such thing as a one-size-fits-all approach to retirement planning. DNA Wealth Partners meticulously crafts custom retirement strategies for each of our clients based on their individual needs. Educating our clients about the many different retirement options and products on the market and finding the best solutions to all of their retirement planning needs is our main goal. We ensure the highest standards of integrity and transparency for our clients by sharing truthful information about the financial services industry.
When it comes to managing retirement assets, our priority is providing the utmost level of care in order to serve and protect our clients.
Services tailored to fit your individual needs perfectly
We make it our primary concern to know what matters to each and every one of our clients. Knowing the details that can make a difference in their lives allows us to design and implement holistic retirement service around individual requirements and needs.
Managing partners Don Spini and Ashley Patterson have decades of experience in the financial sector. Both Don and Ashley also have a deep understanding of state, public and government retirement benefits. When working with their clients, they particularly enjoy sharing unique, little-known retirement income strategies that create pension-like scenarios. Here are some of the services and strategies DNA Wealth Partners offers:
We make it our primary concern to know what matters to each and every one of our clients. Knowing the details that can make a difference in their lives allows us to design and implement holistic retirement service around individual requirements and needs.
MORE
Managing partners Don Spini and Ashley Patterson have decades of experience in the financial sector. Both Don and Ashley also have a deep understanding of state, public and government retirement benefits. When working with their clients, they particularly enjoy sharing unique, little-known retirement income strategies that create pension-like scenarios. Here are some of the services and strategies DNA Wealth Partners offers:
Meet the DNA Wealth Partners Team
Don Spini genuinely cares about people. He is a former Los Angeles police officer who spent over three decades working in the financial services industry as an executive for nationally recognized financial institutions. Since he first started working in the financial industry, Don has felt that the process of retirement planning is often made more complicated and confusing for people than it needs to be. This has motivated him to develop an innovative and more intuitive approach to retirement planning. Don’s straightforward methodology makes retirement income strategies accessible and attainable for everyone while removing the unnecessary mystery and confusion from the process. Over the course of his career, Don has found that what he loves most about his work is helping people implement the strategies he develops for them. His greatest reward is seeing the peace of mind his clients get from a sensible and financially rewarding strategy he is able to create.
In addition to being recognized as a renowned public speaker who has reached audiences of tens of thousands of people all over the United States, Don has authored several best-selling books. He is currently raising his two daughters, Katie and Olivia, in Scottsdale, Arizona, with his fiancé, Logan, who is an accomplished corporate attorney.
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Don’s straightforward methodology makes retirement income strategies accessible and attainable for everyone while removing the unnecessary mystery and confusion from the process. Over the course of his career, Don has found that what he loves most about his work is helping people implement the strategies he develops for them. His greatest reward is seeing the peace of mind his clients get from a sensible and financially rewarding strategy he is able to create.
In addition to being recognized as a renowned public speaker who has reached audiences of tens of thousands of people all over the United States, Don has authored several best-selling books. He is currently raising his two daughters, Katie and Olivia, in Scottsdale, Arizona, with his fiancé, Logan, who is an accomplished corporate attorney.
Ashley Patterson has more than 17 years of experience in the financial services industry. She comes from a long line of family members with a combined 120 years of financial service among them. Ashley knows firsthand how important it is to generate a reliable monthly income in the retirement years. In particular, she wants her clients to avoid going through what her grandmother experienced when she retired from AT&T in 1999 during the “dot-com crash.” She lost nearly half of her total retirement savings one year after selecting a “cash-and-stocks” option over a pension, causing trouble and headaches when she should have been enjoying family and free time. Ashley dedicates herself to making sure her clients get the quality advice and assistance they deserve so no one has to go through what her grandmother did.
Ashley safely advised her clients through the Great Recession of 2008 and personally assisted them in capitalizing on their investments in the ensuing decade-plus-long bull market. She is both prudent and savvy when it comes to her investment strategy and maintains a stellar track record of success in both good times and bad times. This approach has placed her at a level of expertise that sets her apart from other financial professionals.
Raised in Texas, Ashley spends time between her homes in Austin, Las Vegas, and Scottsdale. She is an avid animal activist who enjoys raising her two adopted boxers, Bodhi and Bianca.
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In particular, she wants her clients to avoid going through what her grandmother experienced when she retired from AT&T in 1999 during the “dot-com crash.” She lost nearly half of her total retirement savings one year after selecting a “cash-and-stocks” option over a pension, causing trouble and headaches when she should have been enjoying family and free time. Ashley dedicates herself to making sure her clients get the quality advice and assistance they deserve so no one has to go through what her grandmother did.
Ashley safely advised her clients through the Great Recession of 2008 and personally assisted them in capitalizing on their investments in the ensuing decade-plus-long bull market. She is both prudent and savvy when it comes to her investment strategy and maintains a stellar track record of success in both good times and bad times. This approach has placed her at a level of expertise that sets her apart from other financial professionals.
Raised in Texas, Ashley spends time between her homes in Austin, Las Vegas, and Scottsdale. She is an avid animal activist who enjoys raising her two adopted boxers, Bodhi and Bianca.
Logan Marcus came to DNA Wealth Partners with more than a decade of practicing law, which helped to shape her principles and make her the advisor she is today. Despite her role as a financial professional with her Series 65 registration, Logan plans to never lose sight of her legal background and what is important to her, which is serving the best interest of her clients. During her legal career, Logan’s fiduciary duty called on her to uphold the Constitution and pursue justice for her clients. She now utilizes her vast array of tools to help clients on a different level — guiding them toward a comfortable retirement and ensuring her clients’ financial houses are in order. The first step in Logan’s process is to listen and truly tailor her advice to each client with an ear to their desires and goals prior to and during retirement. With a strong connection to her team, a wide range of resources at her fingertips, and a desire to do the right thing, Logan knows she can find the best solution for any willing client. She is also passionate about helping people through her radio show, Cover Your Assets with Logan Marcus, which airs every Saturday at 4 p.m. on 960 The Patriot in Phoenix. Each week, Logan discusses tips, tricks and strategies she has unearthed in her experience in financial services, all with the purpose of guiding listeners to financial security.
Originally from Newton, Massachusetts, Logan went to Syracuse University for her undergraduate studies and later moved to California to attend law school. She practiced in the San Diego and Los Angeles areas for many years prior to making a career transition into financial services. Logan now resides in Scottsdale, Arizona, with her fiancé Don. When she finds free time, she enjoys practicing Pilates, traveling, reading, watching movies, trying new restaurants, and pursuing an active lifestyle.
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During her legal career, Logan’s fiduciary duty called on her to uphold the Constitution and pursue justice for her clients. She now utilizes her vast array of tools to help clients on a different level — guiding them toward a comfortable retirement and ensuring her clients’ financial houses are in order. The first step in Logan’s process is to listen and truly tailor her advice to each client with an ear to their desires and goals prior to and during retirement. With a strong connection to her team, a wide range of resources at her fingertips, and a desire to do the right thing, Logan knows she can find the best solution for any willing client. She is also passionate about helping people through her radio show, Cover Your Assets with Logan Marcus, which airs every Saturday at 4 p.m. on 960 The Patriot in Phoenix. Each week, Logan discusses tips, tricks and strategies she has unearthed in her experience in financial services, all with the purpose of guiding listeners to financial security.
Originally from Newton, Massachusetts, Logan went to Syracuse University for her undergraduate studies and later moved to California to attend law school. She practiced in the San Diego and Los Angeles areas for many years prior to making a career transition into financial services. Logan now resides in Scottsdale, Arizona, with her fiancé Don. When she finds free time, she enjoys practicing Pilates, traveling, reading, watching movies, trying new restaurants, and pursuing an active lifestyle.
Jessi Johnson has been in the financial services industry for longer than a quarter of a century. While her experience spans from insurance underwriting to sales leadership, her true calling is working directly with clients, and she’s thrilled to work with them face-to-face on a daily basis. With both her Series 65 registration and her life and health license, Jessi is willing to do whatever it takes to find the proper answer to any problem. Believing in a foundation of education, Jessi feels her job is incomplete unless her clients fully understand their portfolios, why she implements the strategies she does and how the focus on protection can help on the road to retirement. Leading with a listening ear and an open mind, her sense of purpose comes from building relationships and helping each individual person she meets with find the right solution for their own retirement. That right solution, however, is often different from what she gathers from a simple first impression, but she values the challenge and the opportunity to understand a problem before she solves it.
Originally from Kansas City, Jessi earned her MBA from Rockhurst University. An avid Chiefs fan and a true Midwesterner, she believes in family, food and football. She is now a resident of Scottsdale, Arizona, and enjoys spending her time with her mini goldendoodle and her daughter, a theatre student who keeps the entire family entertained and active.
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Believing in a foundation of education, Jessi feels her job is incomplete unless her clients fully understand their portfolios, why she implements the strategies she does and how the focus on protection can help on the road to retirement. Leading with a listening ear and an open mind, her sense of purpose comes from building relationships and helping each individual person she meets with find the right solution for their own retirement. That right solution, however, is often different from what she gathers from a simple first impression, but she values the challenge and the opportunity to understand a problem before she solves it.
Originally from Kansas City, Jessi earned her MBA from Rockhurst University. An avid Chiefs fan and a true Midwesterner, she believes in family, food and football. She is now a resident of Scottsdale, Arizona, and enjoys spending her time with her mini goldendoodle and her daughter, a theatre student who keeps the entire family entertained and active.
Parker Holland is a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), providing personalized needs-based analysis and developing customized solutions to ensure a client’s needs are met at every life stage. Parker maintains client relationships and ensures a high-quality experience for each and every client while developing individually tailored solutions that meet long-term financial goals and objectives. He is licensed to sell life, disability and long-term care insurance and holds his FINRA Series 7 and 66 securities licenses. Parker’s specific financial credentials and designations provide him with a fiduciary duty and responsibility to all his clients. With a plethora of achievements and certifications, he enters every relationship in hopes of gaining a friend, aiming to assist with any matter they made need consultation on.
Born and raised in Apex, North Carolina, Parker came to Scottsdale, Arizona, with plenty of success already under his belt. He is still deeply ingrained in the Apex community, but he believed that transitioning to the West Coast was the next logical step in his professional journey. Parker is a graduate of Campbell University with a bachelor’s degree in trust and wealth management, a minor in financial planning and a master’s in business administration. He enjoys spending time with his family, as well as volunteering for various community associations.
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Parker maintains client relationships and ensures a high-quality experience for each and every client while developing individually tailored solutions that meet long-term financial goals and objectives. He is licensed to sell life, disability and long-term care insurance and holds his FINRA Series 7 and 66 securities licenses. Parker’s specific financial credentials and designations provide him with a fiduciary duty and responsibility to all his clients. With a plethora of achievements and certifications, he enters every relationship in hopes of gaining a friend, aiming to assist with any matter they made need consultation on.
Born and raised in Apex, North Carolina, Parker came to Scottsdale, Arizona, with plenty of success already under his belt. He is still deeply ingrained in the Apex community, but he believed that transitioning to the West Coast was the next logical step in his professional journey. Parker is a graduate of Campbell University with a bachelor’s degree in trust and wealth management, a minor in financial planning and a master’s in business administration. He enjoys spending time with his family, as well as volunteering for various community associations.
Katie Spini oversees office operations and client services for DNA Wealth Partners, 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 DNA Wealth Partners 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 DNA 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.
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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.
DNAWP MEDIA
Your Digital Source for Retirement News and Information
The Wealth Lab on KFYI 550AM
On The Wealth Lab with Ashley Patterson and Don Spini of DNA Wealth Partners, Ashley and Don help their listeners unravel the many common myths surrounding retirement planning while discussing changes you can make right now to help you build a more secure financial future. The Wealth Lab provides a financial road map to assist its listeners in safely navigating life after work. Ashley and Don want to ensure that you are able to maintain the lifetime retirement income that you will need to support your lifestyle without worrying about running out of money.
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Topics Include:
- How to catch up even if you’re behind on retirement planning & saving
- How to minimize the impact of taxes, inflation, and bear markets
- Share less common but more effective retirement savings strategies
- Discuss the different types of insurance you need to protect your retirement assets
Listen to The Wealth Lab on Saturdays from 3-4pm and Sundays from 12 – 1 pm.
Topics Include:
- How to catch up, even if you’re behind on retirement planning and saving
- How to minimize the impact of taxes, inflation and bear markets
- Less common but more effective retirement savings strategies
- Different types of insurance you need to protect your retirement assets
Listen to The Wealth Lab on KFYI-AM 550 on Saturdays from 3 p.m. – 4 p.m. and Sundays from 12 p.m. – 1 p.m.
Each week on The Wealth Lab, Ashley, Don, their guests, and their team bring you everything you need to know about retirement and income planning in a fast-paced format. On each episode, the latest developments in the financial world are brought to you, keeping you informed on changes that may affect you personally and financially. Listeners of The Wealth Lab will learn many commonsense strategies and tips that will help them make the most out of their retirement savings. The Wealth Lab team is focused on supporting investors in the preservation and growth of their assets, increasing their income, and reducing their tax burdens.
Don Spini of DNA Wealth Partners Discusses Annuities
In this episode of Retirement News Online, Don Spini of DNA Wealth Partners in Scottsdale, Arizona, discusses annuities. Can annuities be used as part of your retirement plan? Watch to find out.
Differences Between Retirement Planning & Financial Planning
In this episode of Retirement News Online, Don Spini of DNA Wealth Partners in Scottsdale, Arizona, discusses the differences between retirement planning and financial planning. Do you know the differences?