The PSP Team

Meet the team!

Scott Pilvinis, Director of Client Relations

Julie Moll

Scott joins the PSP Team after spending many years in the finance and accounting world.  In 2009, he graduated Magna Cum Laude with a degree in Business Economics from the University of California Santa Barbara. 

Scott has a strong background providing customer service and financial analysis for both small and large organizations.  He is self-driven and has pushed himself to learn and gain extensive knowledge since his employment here at PSP. Scott has obtained both his Series 65 Securities License and his Life and Health Insurance Licenses which gives him the tools necessary to help Phillis plan for the clients. In his role with PSP, Scott will be working to ensure that all business is processed in a timely and efficient manner.  Outside of work he enjoys hiking, watching sports, camping and playing poker.  And last but certainly not least he is also Phillis’ oldest child and only son.

Marisa Riddle, Special Projects Marisa Pilvinis

Marisa is a long-time member of the PSP Family, not to mention Phillis’s youngest child and only daughter. Marisa has been working for PSP & Associates for seven years. Marisa is a full time RN by day with her BSN in Nursing from the University of Arizona. Marisa enjoys working with and being a part of the PSP family so much, she continues to work as a part of the PSP team on an as needed basis. Since Marisa has been hands on in all departments of PSP & Associates, she is our "go to girl" when further assistance is necessary.  

On a personal note Marisa thoroughly enjoys the outdoors fishing, hiking, and camping. She especially loves to
travel and
explore Arizona in her free time.

Kyndell Anfinson, Director of Special Projects 
Phillis and Kyndell have known each other for over 10 years. Her brother Tanner and Phillis's daughter Marisa are married; that's right, they’re in-laws. Having a special bond has given them the opportunity to cultivate a great relationship and to have this translate into a professional relationship is such a great opportunity. Kyndell has been working as a large-scale project manager for years and has now accepted the opportunity to bring this knowledge and experience to PSP & Associates. In this position of Special Project Manager Kyndell assist all team members to complete any and all tasks in an efficient and professional manner. She is an avid outdoors girl and enjoys her time with family and her soon to be husband Matt. She loves being creative and finds inspiration just about anywhere. 

Nicole Wright, Office Administrator

Nicole joins the PSP Team after spending 13 years in senior care and executive assisting. Nicole is originally
from Boston, MA and has been a resident of Arizona for nearly 20 years. She aspires to continue to be a loving mom, supportive wife and a true asset to our team at PSP & Associates.

Nicole possesses a high level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.  She is also successful with client-facing interactions and relationship building.  We are excited to have Nicole at the front desk meeting and greeting our clients with a warm and helpful attitude.

Nicole is a loving wife to her husband Brian for 11 amazing years.  Together they have 4 beautiful children; Brian Jr is 23 and is serving our nation in the Navy, Sabriyah is 21 she is currently attending Arizona Christian University studying family counseling, Briantae is 19 and is considering a career in cosmetology, and last but not least Bijon is 17 and a huge sports enthusiast, he is in his senior year of high school.

Rich Hoffer, Marketing Coordinator

After a successful career in broadcasting, both on the air and on the sales and management side of things, Rich brings more than 35 years of marketing experience to the PSP team. He specializes in white-glove customer service and will be working to make sure PSP clients are properly kept up-to-date, either on the phone, by email or in person when visiting the office.
Rich and his wife of more than 40 years, Cathy, are excited to be living in the Phoenix area after spending most of their adult lives in Toledo, Ohio. They enjoy golf, bowling and spending time with their four grandkids.


Michael Trezza, Client RelationsMarisa Pilvinis

Mike Trezza serves as PSP & Associates Client Relationship Manager.   He is a results-oriented, dedicated financial professional with over 20 years’ experience. He has a solid background in building and managing high net worth client relationships and interacting with a diverse range of business clientele.   Mike started his career as a Series 7 Registered Representative on Wall St in New York City, as well as successfully devising client solutions that span all business services including lending, banking, insurance products, and investment strategies.  Licensures include FINRA SIE Series 6 & 63, Life Insurance, and obtaining his Series 65 Investment Adviser Representative qualification.  Mike earned his BA in Communications with a Minor in Psychology from William Paterson University in Wayne NJ. 

Michael Sweet, CPA

Michael is a CPA licensed in Arizona with over 30 years of experience. He and his wife relocated to the Phoenix area from Long Island, New York in 2010. Michael specializes in individual, trust, and business tax returns and business consulting. In addition to his tax practice in Arizona, Michael consults for a large accounting firm located in New York City with a focus on high net worth clients.

For more information and invitation to an upcoming event, CLICK HERE

For more information, CLICK HERE

To choose Free Reports, CLICK HERE

To read excerpt from book, CLICK HERE


Investment advisory services are offered through PSP Financial Services, LLC, an Arizona Registered Investment Advisor. Phillis Sax Pilvinis is also a licensed insurance agent with the state of Arizona.