About Us

Our Leadership Team

With over 75 years of combined experience providing comprehensive wealth management services to individuals and business owners, our leadership team knows what it takes to succeed.

Steve James

Steve James is the president and owner of PJ Advisor Group. He works diligently to ensure our OSJ fosters an environment of independence and provides the resources financial professionals need to succeed in an ever-changing business landscape. As Steve runs his own successful practice, he understands the needs of independent financial professionals from firsthand experience.

Steve has been in the financial services industry for over 22 years. He holds his Series 7, 24, and 66 licenses as well as a degree from Arizona State. The cornerstone of Steve’s wealth management practice is working with school district, university and small business retirement plans and their participants and individuals and families.

Steve and his family reside in Chandler, Arizona. In free time, Steve enjoys skiing, hiking, spending time with his family, and any other outdoor activity.

Hannah Dabbs Mendoza, Director of Communications, PJ Advisor Group

Hannah Dabbs Mendoza

Operations Manager

Hannah Dabbs Mendoza is the Operations Manager at PJ Advisor Group where she oversees the daily operations of the firm and provides support to Financial Professionals. Hannah has experience in financial services but briefly left the industry to work on Capitol Hill as the Director of Operations for a small consulting firm. In April 2022, she moved (back) to Arizona to be closer to family. Hannah holds a Master’s in Public Administration from Arizona State University. She is currently in the process of obtaining the Series 7 and 66 Licenses. Hannah lives in Mesa, Arizona with her husband and two young children.

 

Melissa Tapken

Compliance Officer

Melissa Tapken brings 24 years of industry knowledge and is the Compliance Officer at PJ Advisor Group, where she provides compliance support for our Financial Professionals, supervises daily trading activities, and conducts supervisory reviews.

Melissa holds her Series 7 and 24, as well as a Bachelor of Art in Business Administration from Wartburg College. Before her career with PJ Advisor Group, Melissa worked for many years at CUNA Mutual Group gaining securities knowledge while working for the broker dealer through servicing advisors and managing an advisor support team. After CUNA, Melissa worked for Cambridge Investment Research on the Direct Business Team.

In her spare time, Melissa enjoys spending time with her family and friends, traveling, many outdoor activities, walking, making quilts and intermural sports.

 

Brenda Garcia

Compliance Supervisor

Brenda Garcia is a Compliance Supervisor at PJ Advisor Group where she provides compliance support, supervises daily trade activities, reviews Smarsh and conducts supervisory reviews.

Brenda holds an Applied Associates in Accounting from Hamilton College. She comes to us having worked at Cuna Mutual Group for 18 years. Beginning on the insurance side for 7 years and then working in brokerage her remaining years. Most recently, Brenda worked as a compliance analyst. She currently holds her Series 7 and Series 24 licenses.

Outside of work Brenda enjoys spending time with her family, sewing, machine embroidering and attending plays.

 

Check the background of investment professionals on FINRA’s BrokerCheck.

Address

430 W. Warner Rd., Ste. 123
Tempe, AZ 85284

Call Us

480-687-4234

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PJ Advisor Group