Broker Check

Tempe Office

222 S. Mill Avenue

Ste 800
Tempe, AZ 85281


How We Work

Our firm specializes in helping individuals & families develop and adhere to wealth management strategies.

Developing Strategies

We gather information about your income, expenses, assets, liabilities, insurance, estate plan, taxes, and your goals and values. 

We take this information to diagnose a plan of action. Your unique plan will dictate the investments chosen. 

Along the way, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, taxes, and wealth preservation.

Adhering to Strategies

Building the initial approach is only half of the battle; now we have to stick with it.

Markets move, life happens, goals change... It's okay. It's our job to respond sensibly and adapt with discipline rather than emotion. 

We help clients adhere to their long term plan by making sure they always know where their accounts stand. Weekly performance emails, monthly statements from TD Ameritrade, and Annual Comprehensive Portfolio reviews help provide a thorough and transparent picture. 



Common Stock

Educational Accounts

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  480-205-1743