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  • START HERE
  • WHO WE'RE FOR
  • OUR PROCESS
  • OUR TEAM
  • FAQs
  • …  
    • START HERE
    • WHO WE'RE FOR
    • OUR PROCESS
    • OUR TEAM
    • FAQs
    START THE CONVERSATION
    • START HERE
    • WHO WE'RE FOR
    • OUR PROCESS
    • OUR TEAM
    • FAQs
    • …  
      • START HERE
      • WHO WE'RE FOR
      • OUR PROCESS
      • OUR TEAM
      • FAQs
      START THE CONVERSATION
      • START HERE
      • WHO WE'RE FOR
      • OUR PROCESS
      • OUR TEAM
      • FAQs
        • WHO TO CONTACT

          Go

          TEAM CONTACT INFO

          GO

          ONLINE PORTALS

          GO
        • WHO TO CONTACT

          Caleb Huftalin, CFP®

          • Advice
          • Planning
          • Strategic decisions
          • Investment related questions
           
          CONTACT INFO

          Lindsey Jury

          • Bank information / EFT / Checks
          • Contribution instructions
          • Distribution requests
          • Statements & tax forms
          (please copy Caleb too)
          CONTACT INFO

          Lauren Duncan

          • Account-related paperwork
          • Physical checks
          • Address changes
           
          (please copy Caleb too)
          CONTACT INFO

          Mark Sauve

          • 401(k) plan service and support
          • 401(k) participant enrollment and planning
           
           
          CONTACT INFO
        • CONTACT INFO

          Caleb Huftalin, CFP®

          Director of Wealth Planning

          480.779.7239

           

           

          SEND EMAIL

          Lindsey Jury

          Client Process Manager

          480.389.6480

          (please copy Caleb on any email communication)

          SEND EMAIL

          Lindsey Jury

          Operations Manager

          678.679.6950

          (please copy Caleb on any email communication)

          SEND EMAIL

          Mark Sauve

          Financial Planner

          480.331.2124

           

           

          SEND EMAIL
        • ONLINE PORTALS

          Ridgeline Orion Investment Dashboard

          Login.OrionAdvisor.com

          • Performance
          • Holdings
          • TD Statements & TD Tax Forms
          • FAQs

          Custodian (TD Ameritrade Institutional)

          AdvisorClient.com

          • Trade Confirmations
          • Distribution Confirmations/Alerts
          • FAQs
        • Performance Dashboard FAQs

          How do I register?

          Visit Login.OrionAdvisor.com and click "Create Login."

           

          Who do I contact for other Orion related operational questions?

          Lindsey will be glad to help you.

          Custodian FAQs

          How do I register?

          Visit AdvisorClient.com and click "Set up my profile"

           

          Who do I contact for other TD related operational questions?

          Lindsey will be glad to help you.

        Investment advisory services offered through Catalyst Wealth Management, LLC doing business as Ridgeline Private Wealth. Catalyst Wealth Management, LLC and Ridgeline Wealth, LLC are not affiliates. © 2019

        2929 N Power Rd, Ste 101, Mesa, AZ 85215

        RIDGELINE PRIVATE WEALTH

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