Meet the Saturn Wealth Team

Charisse Mackenzie, AIF®

Named after the famous ballerina Cyd Charisse, Charisse Mackenzie prides herself on helping clients enjoy retirement with poise and grace. As the president of Saturn Wealth, she provides an array of financial services that help simplify comprehensive planning. She believes in educating clients and assisting in their decision-making process, making preparation for the future a team effort.

Previously, Charisse spent time in the healthcare industry, developing budgets and running statewide programs until joining a Scottsdale-based financial firm in 2009. In 2015, she earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies, which certifies that she has specialized knowledge of fiduciary standards of care and their application to the investment management process....

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Matthew Tucker
Junior Financial Advisor 

Matthew Tucker is the newest member of the Saturn Wealth family. Earlier in his career, Matthew spent several years in the music and entertainment industry as a performer and recording engineer. He graduated from the Conservatory of Recording Arts & Sciences with a degree in audio recording. Due to his growing family and changing needs, Matthew decided to go back to school to pursue his passion for finance. He graduated from the University of Phoenix with his degree in Business/Finance. In addition to obtaining his financial securities licenses, Matthew completed the extensive CFP® curriculum and holds the designation of Certified Financial Planner ™, which he earned in 2017. As a CFP® professional and an Investment Adviser Representative he is held to a fiduciary standard, which means he must act in the client’s best interest, disclosing any potential conflicts of interest. Matthew is held to strict ethical standards, which ensure his financial planning recommendations are in the client’s best interest. Prior to joining Saturn Wealth, Matthew spent nearly five years with The Vanguard Group. He served in many capacities while at Vanguard including Client Relationship Associate, Education Savings Specialist, Inheritance Consultant, and Financial Planner. Matthew specialized in helping all types of investors with meeting their financial goals by developing retirement income, estate planning, and investment solutions that best suited their needs. Matthew is originally from Salt Lake City, Utah and relocated to Gilbert, Arizona in 2004 when he and his wife were married. Matthew has three children and loves to spend as much time with his family as possible. He and his family love to travel to any place tropical, and they make it a priority to take a family trip each year.

Kayla Wheeler
Office Manager

Kayla Wheeler has been in the financial industry for over five years and has an extensive background in compliance & client management. Her skill set ensures a strong foundation for Saturn Wealth built upon organization, unwavering support and stability. Kayla loves being able to assist clients with their financial growth and aspirations, and watching people turn their dreams into plans. Outside of the office she enjoys spending time with her family & friends, being outdoors, and being apart of the local community. “I feel extremely blessed to work for Saturn Wealth and have such a strong supportive team, but I feel even more blessed to have Charisse Mackenzie as a mentor. She’s the most genuine, passionate, dedicated, selfless person I’ve ever met, and she continues to inspire me every day.” -Kayla Wheeler