The Clear Direction Team
You've worked hard to build what you have. The people you trust to help protect and grow it should be held to the same standard.
"We are an Investment (Asset) Management firm based in Scottsdale, AZ that works best with clients who have real complexity in their financial picture - high net worth individuals, real estate investors, business owners near an exit, and people building a tax-efficient retirement income plan."
We ask more questions first
We dig into your situation before making any recommendation. That is how it should be.
We coordinate across disciplines
We work alongside your CPA and attorney, not around them. The best outcomes usually require everyone at the table.
We are direct
If something is not right for your situation, we will tell you. We would rather have a hard conversation early than a harder one later.
Randy Stoltz
President / Founder
Arizona native, ASU grad, Ed Slott Elite IRA Advisor. Founded CDI after building deep expertise in alternative investments, real estate strategies, and tax-efficient planning. Clients describe working with him as direct and low-drama.
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Carson Stoltz
Asset Manager / Financial Planner
NAU grad, joined CDI in 2019. Specializes in alternative investments and tax code strategy across DSTs, Opportunity Zones, and private placements. Takes extra time to make sure every client understands what they own and why.
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John Schonberg, CFA
CIO, Stonebridge Capital Advisors
Independent CIO and Portfolio Manager at Stonebridge. 35+ years in institutional investment management. Works directly alongside the CDI team, tailoring portfolio management to each client's specific goals.
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Tricia Johnsen
Operations Manager
50+ year Arizona resident, returned to CDI for a third time. Coordinates client meetings and firm events, manages documentation, and keeps the firm running so advisors can focus on clients.
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Ben Barriball
Sr. Operations Associate
GCU Finance grad, joined CDI as intern in 2021. Supports advisors and clients directly - answering questions, servicing accounts, and handling the details with careful attention.
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Lauri Grovich
Wealth Advisor
Joined 2024. Brings rare combination of investment planning and hands-on tax preparation experience. Pursuing Enrolled Agent designation. Known for being thorough and making sure clients understand their portfolios.
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Linda Carry
Administrative Assistant
Linda Carry joined Clear Direction Investments as an Administrative Assistant, supporting the President, Randall Stoltz and the Operations Team.
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Sound like the right fit?
The first step is a 15-minute conversation. No agenda, no pitch. Just a real talk about whether this makes sense.