Shaun is a highly adaptable leader and an approachable advocate for individuals and businesses alike. Maintaining an unyielding client-centric approach, Shaun is passionate about helping others find a path towards their vision.

His curiosity about what gives his clients meaning drives his process — and he endeavors to align his clients’ financial lives with their values. Shaun believes in a true holistic approach, and he enjoys collaboratively problem solving to provide comprehensive solutions to clients.

Shaun’s mission is to educate and empower others to bridge their goals with their financial life, and he does this in multiple ways. By founding a wholly independent wealth management firm, Shaun and his team are able to offer a completely personalized approach to clients with techniques that are uniquely fit for their financial well-being.

Additionally, as the host of the Money Belt Radio show, a weekly talk radio program, Shaun is able to reach a wide audience, discussing current economic and geo-political events and how they affect the personal finances of Main Street America. Shaun has been an adjunct faculty member for San Juan College, teaching a course called “Financial Planet.” Through this course, community members better understand retirement planning, goal setting, risk management, investing and legacy planning.

Shaun sees great value in taking a multi-disciplinary approach. He regularly meets with a group whose expertise varies across different professions, enabling each to provide a critical perspective. Through collaboration, the network identifies and creates solutions that are naturally at the forefront of their respective industries.

Shaun graduated from the Eli Broad School of Business at Michigan State University. He is a Series 7 and 66 licensed Financial Advisor and is licensed in Life, Health and Disability Insurance.

An avid adventurer, Shaun has spent time traveling and working in Asia and the Pacific, including a year in New Zealand where he met his wife, Kereth. Today, Shaun and his family live in the Four Corners. When not working, you can find Shaun enjoying the great outdoors with his family, on the golf course, skiing or playing the guitar.

Detail-oriented, loyal and passionate leader are consistent words used to describe Weldon.  After 25-plus years of leading and managing people, he has an inherent ability to focus his attention on each individual he meets by listening effectively and paying close attention to detail.  Previously the CEO of an organization of 140+ employees that involved a diverse level of administrative responsibilities, his most important attribute as a natural leader is never losing sight of the importance of individual needs as he is passionate and cares about every client he serves. 

Weldon’s steadfast philosophy for all aspects of life is to live for today and plan for tomorrow!  His professional mission and focus is to help clients achieve their goals while planning for tomorrow.    

Weldon received a Bachelor of Arts degree from Colorado State University and a Master of Science in Judicial Administration from Denver University College of Law.  He is a Series 65 licensed Financial Advisor and is licensed in Life, Accident, and Health Insurance.

When he is not focusing on his client’s needs, Weldon is spending time with his wife, Traci, their son Conner, and traveling to visit their adult son, Joel, and his family in Arizona.  He is always open to a challenge on the golf course, enjoys playing tennis with his family, traveling, and spending time outdoors.  Weldon is the Board Chairman for the First Tee of the Four Corners, which teaches golf and more importantly life skills, to over 10,000 youth in New Mexico and Colorado.  

An experienced and highly qualified financial professional, Lou has owned and operated a successful Arizona based accounting firm since 2005. Prior to this endeavor he was a senior auditor for a large national accounting firm, a financial analyst with a boutique investment bank, and a financial controller for a large for-profit healthcare system.

Knowledgeable in financial matters from both a tax and business perspective, Lou helps clients achieve their financial goals both during their working years and throughout retirement.

Lou graduated Cum Laude with a BBA from the University of San Diego. He is a licensed CPA, a Series 65 licensed Financial Advisor, and is licensed in Life, Health and Disability Insurance.

An outdoor enthusiast, Lou enjoys hiking and golfing when the Arizona weather permits. A huge sports fan, he now watches all the sports he used to play, from the sidelines. He and wife Marie have two adult children and recently became grandparents.

Kereth is a dynamic and thoughtful coordinator whose approach to her work reflects her approach on life. She has a distinct perspective on organization and believes it’s a means to an end, a way to anticipate and circumvent challenges that may steer a ship off course — a way to critically keep the goal in mind.

As such, Kereth has developed and improved systems and processes for Connolly Financial that uphold the overarching mission: personalized, holistic and highly technical planning, delivered with integrity.

It began years ago through her experiences in the hospitality industry. Through managing employees and multitasking, she learned to keep the many moving pieces of an operation in tandem with one another, even in the face of unexpected obstacles. Kereth learned that impeccable results are only possible when empathizing with — and empowering — those around her. Her managerial perspective is that supreme attention to detail and an ability to understand others are essential to reaching an overall vision, as is laughing along the way.

An Aristotlean concept gleaned from her philosophy studies at the University of Auckland in New Zealand continues to ring true today: the end has a meta-physical superiority over the means. Through preparing and managing budgets, improving company efficiencies, analyzing financials and managing personnel, Kereth keeps the Connolly Financial ship on track and moving towards the “end,” the goal — their clients’ overall well-being.

Kereth and her husband Shaun currently live in the Four Corners where they enjoy spending time together with their two boys in the great outdoors. They love to vacation internationally to expose their kids to different cultures and perspectives.