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The DeGreen Team Staff and Independent Professionals

The DeGreen Team


Keith DeGreen

Keith DeGreen, J.D. CFP®

Founder, CEO and Portfolio Manager

keith@degreen.com
480-609-9900


Sam DeGreen

Sam DeGreen, FPQP

Investment Adviser Representative

sam@degreen.com
480-609-9900


Donald Ebey

Donald Ebey

Vice President, Operations

debey@degreen.com
480-609-9901


Deborah Wilson

Deborah Wilson

Director of Client Services

DWilson@degreen.com
480-609-9900

Independent Professionals


Herb Morgan

Herb Morgan

Founder, CEO & Chief Investment Officer, Efficient Market Advisors


Glenn Ambach

Glenn Ambach, CFA

Senior Portfolio Manager, Efficient Market Advisors

Custodian, Worldwide Market Data and Independent Reporting

  • Charles Schwab, primary custodian
  • Bloomberg Terminal Services, a world-wide securities data service
  • Envestnet/Tamarac, our third-party portfolio reporting and trading platform