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About us
Michael Maloney Sr. opened his first practice in Detroit in 1968 with one rule: know the people you plan for. His son and daughter-in-law brought it to Arizona in 1992. His grandson joined in 2020. It is still how we work.
Michael Jr.Michael Maloney Jr.
Second generation
StephanieStephanie Maloney
President
Michael IIIMichael Maloney III
Third generation
The story
The tools have changed. The way we treat people has not.
1968
Michael Sr. opens his first practice in Detroit.
1992
Mike Jr. and Stephanie bring it to Arizona.
2004
Certified by the Arizona Supreme Court.
2020
Michael III joins, the third generation of planners.
The tools have changed. The way we treat people has not.
How we work
The reason families come back, and send their friends.
You leave the first conversation knowing what you need and what it costs. Nothing else.
When something changes years from now, you call us. A person answers, not a call center.
Arizona Certified Legal Document Preparers since 2004, at a fraction of attorney pricing.
“It is never my goal to finish a job for a client and say you are on your own now. When something new comes up, I want you to call.”
The reason families come back, and send their friends.
The team
Every family that walks in is looked after by all of us.
President · Maloney family
Leads the practice and walks every family through the planning process.
Stephanie is the President of Premier Estate Planning. She met Mike Jr. 35 years ago in West Des Moines, Iowa, and after graduating from Iowa State the two moved to Arizona. She started as the office administrator for Mike’s financial practice and was quickly drawn to the estate planning side of the table.
She enjoys building client relationships and keeping them. In her words: “It is never my goal to complete a job for a client and say ‘you’re on your own now.’ When something new comes up, I want clients to call. No one needs to do this alone when they have a team.”
She is proud that her son Mike III joined the practice and is the foundation of the next generation of planners. She also enjoys helping families with the life insurance tools that make their lives more secure.
Senior Estate Planner · Maloney family
Over 30 years of estate planning and financial services experience.
Michael began his career in estate planning more than 30 years ago in Iowa, traveling the Midwest to provide estate planning education for other professionals’ clients.
In 1992 he and his father moved to Arizona and opened a personal practice in estate planning and financial services. He continues to serve his own clients and the clients of other professionals today.
Estate Planner · Maloney family
The third generation, and the reason Premier will be here for decades to come.
Michael formally joined Premier in 2020, but he grew up in the business. He is a hometown Cave Creek native, a Cactus Shadows graduate, and played football at Phoenix College. Years of youth sports gave him a real understanding of what it means to be a team player.
Every family that walks through our door is taken care of by the whole Premier team, and Mike is a natural fit. He is the next generation, making sure we are here to serve clients well into the future.
Estate & Financial Planning · Maloney family
A passion for people, now focused on rock-solid family foundations.
Joseph is one of the newest members of the Premier team. He has spent the past five years serving people through his wellness business, Maloney Healing Remedies.
Estate and financial planning is a natural extension of that work: helping families put a rock-solid foundation in place so they can leave a beautiful legacy.
Estate Planning Educator
Helps families understand the process before there is a problem.
Jennifer joined Premier Estate Planning in October 2020 and brings wisdom and compassion to every family she works with. She became an estate planning educator so she could help families avoid the problems her own parents’ estate went through.
She knows firsthand how important it is to have the right documents in place before there is a problem only an attorney can solve. She takes the time to help families understand what the process involves and what each document actually does.
Certified Legal Document Preparer
Law-school trained, with Premier since 1995.
Steve graduated from the University of Arizona College of Law in 1985 and joined Premier in 1995. When the practice moved under the Arizona Certified Legal Document Preparer program in 2004, Steve came with us and chose to operate as an AZCLDP rather than as a member of the Arizona Bar.
His deep base of knowledge has served our clients well through the years. He may not be able to represent you in court, but he does a wonderful job keeping you out of court with well-drafted documents.
Steve has one adult son and enjoys fishing and the outdoors.
Estate & Financial Planning
Gets to know each client so the plan fits what matters most to them.
“I pride myself on getting to know each client so I can understand their individual needs and what matters most to them.” In addition to estate planning, Brandon works with families on their financial goals through The Wealth Store. He sees estate planning as the way to handle potential issues proactively, so the right controls are in place if the worst should happen.
Brandon and his wife Karen have been married for 20 years and have three children: Hayden, Alyssa, and Keenan. An Arizona State University graduate, he enjoys time with friends and family.
Licensed Health & Life Insurance Agent
Makes complex topics simple so families can decide with confidence.
Jackie is a devoted wife, mother, and licensed health and life insurance agent with years of experience helping families protect what matters most. Her estate planning work reaches clients across the country, guiding them toward lasting legacies and peace of mind.
She believes planning for the future is one of the greatest gifts you can give your family, and she takes pride in making complex topics simple so clients can make confident, informed decisions.
Away from work, Jackie enjoys hiking, mountain biking, and swimming.
Estate Planning Client Services
20 years in mortgage and real estate, now focused on education-first planning.
“With over 20 years in the mortgage and real estate industry, I have seen firsthand how important it is to protect what you have spent a lifetime building. In estate planning client services, I help individuals and families create clear, customized plans that honor their wishes and protect their estates for future generations.”
Lia’s work is education first: explaining the differences between wills and trusts, then guiding clients through the full process, from trust packages to financial and medical powers of attorney.
She sits on the advisory boards of several local nonprofits and volunteers regularly. She is a proud mom of two adult sons and recently became a first-time grandmother, which has made her mission to protect family legacies feel even more meaningful.
Financial Services
Two decades helping families build financial confidence.
Originally from Wagener, South Carolina, and now living in Chandler, Brandon is a devoted husband and proud father of six. He is passionate about giving people the knowledge and strategies they need for lasting financial confidence.
Brandon has spent more than 20 years in financial services, helping thousands of individuals and families make informed decisions. He also enjoys helping families secure their future with the proper legal documents.
He specializes in helping clients eliminate debt two to three times faster than traditional repayment, without drastic lifestyle changes, and works with families on retirement strategies as part of their overall plan.
Life Insurance Professional & Estate Planning Educator
Education, integrity, and a plan tailored to each family.
“As a licensed life insurance professional and estate planning educator, my mission is to help individuals and families protect what matters most while ensuring their wishes are honored exactly as intended.” Having seen the challenges families face when planning is overlooked, Melissa helps clients put comprehensive strategies in place that bring clarity and lasting peace of mind.
She educates clients on every part of estate planning: life insurance, beneficiary designations, wills, trusts, and the legal tools needed to preserve and transfer wealth. Whether reviewing existing documents or coordinating updates after life changes, she makes sure every detail lines up with the client’s goals.
Outside of work she enjoys hiking, cycling, and running. She is happily married and the proud parent of five adult children and nine grandchildren.
Licensed Health & Life Insurance Agent
Helps clients meet their goals and have documents ready for the unexpected.
Robert is a licensed health and life insurance agent with years of experience in the insurance industry, and a proud single parent to his son Jeremiah.
His true passion is educating clients on their short, mid, and long-term goals while making sure the right documents are in place when the unexpected happens, such as incapacity. His purpose is to help every person he meets reach their financial goals, have peace of mind, and leave a legacy rooted in their values.
Every family that walks in is looked after by all of us.
In memoriam
Michael Maloney, Sr.
Founder · 1968 to 2025
It would be remiss not to mention Michael Maloney, Sr. He began serving the public in 1968 in Detroit, Michigan, focused on the insurance industry with an emphasis on estate planning.
He was an amazing mentor to his son Michael Jr. and daughter-in-law Stephanie, teaching them the fundamentals of insurance and estate planning and, above all, the value of the client experience and relationships. We lost him in June 2025. Thank you, Mike Senior, for teaching us well.
Meet with us
Phone, Zoom, or in person at either office. Bring your questions and we will answer them plainly.
Get Your Free ConsultationOr just call
(602) 371-8898Monday to Friday, 9am to 5pm
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