Director
For more than twenty years I've been helping my clients develop strategies for pursuing their financial goals. I hold...
Riskalyze
Investments keeping you up at night? Take this quiz to check out your risk score!
Where You Are
We create financial strategies tailored to your goals.
Where You Want To Be
Years of experience have prepared us to guide you through your life transitions.
How You Get There
We believe values matter, and we live by ours every day.
Our Team
Wealth Manager
Parker was born and raised in Tucson and is a third generation Salpointe graduate. He graduated from Salpointe in 2015...
Wealth Manager
Lupita Hi-O’Connell earned her degree in Accounting from University Autonomous of Tamaulipas, Mexico. She also attended...
Practice Manager
As Practice Manager, Glenda’s role is concentrating on efficient functioning of the operational aspects of the office...
Community Engagement Manager
Tavia was born in Texas and moved to Arizona. She earned her Business Associates Degree at Pima Community College and...
Senior Partner (Retired)
Latest Blogs
Not sure where to start with retirement plans? Here are some common questions.
Whether its Uncle Billy misplacing the money, a tweet from a venture capitalist, poor management, or the lack of hedging a balance sheet to protect against rapidly rising interest rates that cause a run on a bank, at the end of the day its no small matter. From what I have been able to gather so far the current anxiety surrounding the financial sector and specifically the regional banks seems to be symptomatic not systematic...
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
