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Our Team

Established over twenty five years ago in Scottsdale, Arizona, The Winfield Group assembles a very proficient and experienced team providing tax, legal, estate planning, wills, trusts, insurance and investment consultation services for our clients. The collaboration between our team members offers comprehensive services to our clients.

Stephen Clifford
Stephen Clifford
Managing Director
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Shannon Taylor
Shannon Taylor
Director of Operations
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Antoinette Clifford
Antoinette Clifford
Director of Marketing
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Scott Erickson
Scott Erickson
Attorney at Law
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Lisa Reilly
Lisa Reilly
Attorney at Law
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Jeanette Kramer
Jeanette Kramer
Certified Public Accountant
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Duke Schwartz
Duke Schwartz
Risk Management
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Sharon Masler
Sharon Masler
Certified Public Accountant
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Mark Ziebold
Mark Ziebold
Attorney at Law
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Robert Boland
Robert Boland
Attorney at Law
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Our Philanthropy

The Winfield Group is a proud supporter of The American Red Cross, Make A Wish Foundation, and St. Jude Children's Research Hospital.

The American Red Cross Make A Wish Foundation St. Jude Children's Research Hospital

Registered Representative of and Securities Offered Through Capital Synergy Partners, Member FINRA / SIPC
4400 MacArthur Blvd. Suite 230 Newport Beach, CA 92660 949-442-7413
Stephen Clifford, The Winfield Group, LLC and Capital Synergy Partners are unaffiliated entities.

http://www.finra.org/investors
http://www.sipc.org/

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