For most of our clients, family and spiritual beliefs are of the upmost importance but money and finances are right up there! We take our role as trusted advisors and financial stewards very seriously. We are grateful and privileged to serve in such a critically important role in our clients’ lives. After 20+ years in all types of cycles, we understand the importance of protecting your hard earned savings. We also understand the importance of giving back to our community which we are blessed to be a part of!
Some of our charitable endeavors include. . .Phoenix Children's HospitalSamaritan's Purse Valley Christian SchoolsKiwanisFood for the HungryChristian Family Care - Foster KidsArizona Community Church
For over 20 years, David has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, David has...
Operations Manager/Financial Advisor
Background & credentials Jennifer graduated with a Bachelor of Science degree in Finance from the W.P. Carey School of Business at Arizona State University and holds series 7 and 66 securities registrations as well as an Arizona...
We create strategies that are tailored to your needs and goals.
We represent you, the client, and are dedicated to your needs!