Our Team

Meet Our Expert Team

Kirk Stafford Headshot

Kirk Stafford

CEO & President

Kirk Stafford

CEO & President

Valerie Coffey Headshot

Valerie Coffey

AAMS, Senior Wealth Manager

Valerie Coffey

AAMS, Senior Wealth Manager

John-Carter.png

John Carter, CWS®

Senior Vice President

John Carter CWS®

Senior Vice President

Nathan Stoddard

Nathan Stoddard

VP, Senior Wealth Manager

Nathan Stoddard

VP, Senior Wealth Manager

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Mausmi Pala

Assistant Portfolio Manager

Mausmi Pala

Assistant Portfolio Manager

Cade-Stafford.png

Cade Stafford

Portfolio Analyst

Cade Stafford

Portfolio Analyst

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Rohit Jahagirdar

Portfolio Analyst

Rohit Jahagirdar

Portfolio Analyst

Drew McCurdy Headshot

Drew McCurdy

Wealth Manager

Drew McCurdy

Wealth Manager

Casey McCurdy

Casey McCurdy

Wealth Manager

Casey McCurdy

Wealth Manager

Mercedes-Hoch.png

Mercedes Hoch

Director of Client Experience

Mercedes Hoch

Director of Client Experience

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Angie Gardner

Client Service & Operations

Angie Gardner

Client Service & Operations

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Brendon LaMay

Client Service & Operations

Brendon LaMay

Client Service & Operations

Welcome to

Wealth Management That Puts YOU at the center of the universe

You are unique, and so are your financial goals and desires. We believe that to meet your needs we need to be a different kind of wealth management firm; one that puts you at the center of the universe. To accomplish this, we take great care in getting to know your financial situation and use sophisticated tools designed to meet those needs.

Satisfaction Guaranteed:

Our Commitment To You

While we recognize there are so many investment variables outside of anyone’s control, we believe deeply in putting our clients first and that our strategies will add more value than our cost. If you are not satisfied with Desert Rose Capital Management at any point, for any reason, we will refund the most recent quarterly fee and not charge you going forward until you are satisfied that we have more than earned our fee. Meet with us today and find out why we can be so confident in offering this satisfaction guarantee!