For over 22 years I have been caring for our clients in helping them reach their long-term goals and obtain their values. I have done this through making sure I have a clear understanding of my client’s goals, risks, time horizons, values, etc. Then I implement a plan that both I and the client agree to and we follow that plan through to fruition by communicating and adapting as needed along the way. Our clients understand that we make investment decisions based more on fundamentals and less based on emotions.
By becoming a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS), as well as Smartvestor Pro with the Dave Ramsey Program, I am held to higher code of ethics and professionalism than a financial advisor is without these credentials. These credentials qualify me to be a better fiduciary for providing financial planning and in the management of my client’s assets.
Mission Statement: To be the premiere financial advising fee-based firm in the rural communities of Arizona. We want to be first of mind when people think of working with a local advisor they can trust to guide them to their financial goals. Our ideal clients are those who are long term savers who lack the time and experience in managing their assets by themselves and value customized, professional advice. Our motto is “investing toward your values” and we commit to understanding our client’s goals, needs and values and making sure that we manage their funds accordingly. We will be known for our consistent communication with our clients and simplifying the investment process for them. Our goal is to be our client’s lifetime financial coach.