Our Team

 

James B. Underhill, CFP®
Certified Financial PlannerTM

Jim founded Underhill Financial Advisors, LLC in 1997. He has an Engineering Degree from the University of Missouri and a Masters in Business Administration from the Joseph M. Katz Graduate School of Business at the University of Pittsburg. Jim is a Registered Principal with Voya Financial Advisors. He is former Board President of the Southern Arizona Estate Planning Council and is a member of the University of Arizona Planned Giving Professional Advisory Council. Jim and his wife Suzanne have been married since 1985 and have two sons, Jonathan and Jordan.

 

Mike Carmichael, RFC®
FINANCIAL ADVISOR

Mike earned a Bachelor's degree at Northern Arizona University, obtained his securities registration, and his NMLS license. He has been professionally responsible for managing clients' accounts for over 15 years.  Mike has received his Registered Financial Consultant (RFC) designation as well as the designation of Chartered Retirement Planning Counselor (CRCP) though the College of Financial Planning.

 

Emily Wade CRPC®
Operations Manager

Emily joined Underhill Financial Advisors, LLC in 2005. She has a Bachelor's Degree in Commerce from the University of Arizona. She manages all Office Administrative functions and Client Support. Emily holds a Series 7 General Securities registration and a Series 65 Investment Advisor Representative registration and has earned the Certified Retirement Planning Consultant® designation.

 

 

Crystal Vaughn
Administrative Assistant

Crystal has worked with our office part time on special projects for many years and has now joined our team full time. She handles all front office responsibilities including greeting clients, preparing all documents for new investment and insurance accounts as well as account updates and client review meeting communications.

 

 

 

 

 

 

 

 

 

 

Melissa Robles

Administrative Support

Melissa joined Underhill Financial Advisors, LLC in May 2016. She holds a Bachelor’s Degree in Business Administration with a Focus in Management from Northern Arizona University. Melissa’s primary role is to support development of financial plans and client meeting preparation. In addition, she provides client service support. 

 

 

 

 

 

 

 

 

 

 

 

 

 

Jessica Mendoza
Client Relationship Manager

Jessica joined Underhill Financial Advisors, LLC as the new Client Relationship Manager. She holds an Associate’s Degree in Business Management from the University of Phoenix. Jessica provides a high level of customer service and support for existing and new prospective clients.