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About Acute Wealth Advisors

Meet Your Team Proudly Serving the Greater Phoenix, AZ Area

Damon Roberts

FOUNDER

Damon Roberts founded Acute Wealth Advisors in 2001 with the goal of helping individuals prepare for and enjoy their retirement years. As an investment advisor representative and licensed insurance producer, Damon has worked with clients for nearly two decades to create financial solutions that encompass tax optimization, estate management, and Social Security maximization.

Damon has educated thousands of seniors about retirement and feels strongly about helping people help themselves. This passion for educating has led him to give back through a 501(c)3 non-profit organization called the Foundation for Financial Education, which is focused on educating communities about relevant financial issues. Damon and his wife, Danielle, have nine wonderful children and they enjoy being a part of all their many activities!

Matt Deaton

MANAGING PARTNER

Matt Deaton joined Acute Wealth Advisors in 2008, bringing his experience and background in management, marketing, and customer relations. Matt graduated summa cum laude from Arizona State University with a Bachelor of Science in finance. He later returned to Arizona State and earned a Master of Business Administration.

With contributions from Damon, Matt authored the book Success in the New Retirement which provides insights and keys to successfully navigate retirement in today’s world. He and his wife are the proud parents of three amazing children and absolutely love living in Arizona.

Reed Nelson

INVESTMENT ADVISOR REPRESENTATIVE

Reed Nelson began his career with Acute Wealth Advisors in 2021 and serves as an Investment Advisor Representative. As a fiduciary, he is committed to acting in his clients’ best interests and holds his Series 65 along with life and health insurance licenses. Reed specializes in retirement planning and income strategies, helping individuals and families protect their savings and plan for reliable retirement income.

He brings strong leadership experience, including training others, leading teams, and mentoring individuals, which informs his thoughtful, client-focused approach. Reed is bilingual and fluent in English and Spanish, allowing him to effectively serve a diverse client base.

Melissa Palmer

OFFICE MANAGER

Melissa Palmer joined Acute Wealth Advisors in 2017. She contributes more than 20 years of knowledge and expertise in financial services, marketing, administrative duties, and customer service. Beyond her core responsibilities, she directs customer communications and manages the firm’s marketing efforts. Outside the office, Melissa is a devoted mother to her three amazing sons – and recently gained a daughter-in-law when her eldest son got married.

Abbey Brennan

ACCOUNT MANAGER

Abbey Brennan joined Acute Wealth Advisors in September 2015. She has more than ten years’ experience in the financial industry and manages all incoming account paperwork and fund transfers. She enjoys helping others and strives to provide the best customer experience.

Abbey graduated from the University of Arizona in 2006 with a Bachelor of Science in communication and a minor in business administration and was a member of Gamma Phi Beta. Abbey is an investment advisor representative and licensed insurance producer. She and her husband are busy parents of two little girls.

Suzana Espinoza-Ray

ACCOUNT MANAGER

Suzana Espinoza-Ray joined Acute Wealth Advisors in June 2022. With over 21 years of experience in the financial industry, she has held various roles ranging from personal banking and client service management with the last 12 years dedicated to wealth management.

Suzana’s role at Acute Wealth Advisors primarily focuses on ensuring a smooth and seamless onboarding process for our clients. She recognizes that making a financial change is a significant decision and is committed to making that transition as smooth as possible. She values building lasting connections and remains available as a consistent point of contact well beyond the initial onboarding phase.

Suzana graduated from Arizona State University in 2011 with a Bachelor of Arts in communication. Outside of work, she enjoys spending quality time with her husband, son and daughter, and her extended family. Suzana stays busy attending her children’s various sporting activities—including dance, cheer, swim, softball, and baseball. When their schedule permits, she always enjoys family getaways.

Jay Thompson

CLIENT & MARKETING SPECIALIST

Jason Thompson joined Acute Wealth Advisors in 2024, bringing with him a dynamic, detail driven background in operations leadership, team development, and client service across multiple industries. In his role as Client & Marketing Specialist, Jason serves as a strategic and dependable force behind the advisory team—skillfully coordinating client communications, thoughtfully managing educational events, and meticulously ensuring a consistent, organized, and high quality client experience at every touchpoint.

With a strong analytical foundation and a service first mindset, Jason earned a Bachelor of Science in computer information systems, with an emphasis in business management, from The College of St. Scholastica. He also holds an Arizona Life, Health, and Accident Insurance License, reflecting his commitment to professionalism, regulatory excellence, and continuous growth within the financial services industry. Jason is deeply invested in expanding his expertise and consistently refining the systems and processes that support both advisors and clients alike.

Outside the office, Jason is a dedicated family man who, alongside his wife, values intentional time with their four children. Rooted in Arizona, he brings the same integrity, reliability, and thoughtfulness to his personal life that he demonstrates professionally.

FAQs

What makes Acute Wealth Advisors different from other financial advisors?
Acute Wealth Advisors stands out by offering holistic retirement planning for Arizona residents. Their approach is flexible and evolves as your life changes, making sure your retirement plan stays current and effective—unlike firms with one-size-fits-all strategies.
Do you help with tax‑efficient retirement planning?
Yes. Acute Wealth Advisors focuses on tax-efficient retirement planning for Arizona retirees, helping clients minimize taxes and maximize income as they transition into retirement.
What types of clients do we work with?
Acute Wealth Advisors works with retirees, pre-retirees, and high-net-worth individuals across Arizona. They provide advanced planning for those seeking to secure their financial future before and during retirement.
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