Since 1993, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, retirement, or estate planning? One of our licensed professionals would be glad to help.
David joined the financial advising world in 2020 after a 6-year career in non-profit. Very soon into his advising career he specialized in retirement planning, both personal and 401(k) plans. He has also gained a wealth of knowledge through training and testing to expand his offering in the personal wealth management and business planning fields.
David’s business studies and non-profit work, along with his broad scope of management and networking skills, have created a solid foundation for his career in financial services and development of client relationships.
For 30 years, Jeff has been an investment professional specializing in 401(k) plans. His extensive knowledge and experience pertaining to Qualified Plans includes keeping abreast of regulatory, compliance and
Jeff provides support to create detailed plan documentation and files, researches specific investment portfolios to ascertain the most suitable match for each company, and works with third-party administrators.
As an investment professional for over 30 years, Katherine’s extensive financial background has enabled her to provide financial strategies to a broad client base as well as multigenerational estates.
Katherine works with plan sponsors to develop strategic portfolio selections for both Qualified and N o n - Qualified Plans. She assists with creating the necessary plan diversification for each individual to accommodate their specific needs.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement planning, as well as insurance needs.
We meet with clients annually to review their financial plans or clients come to us before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
7689 East Paradise Lane, Suite 5, Scottsdale, Arizona 85260, United States
Monday - Friday: 8am - 5pm
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