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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.

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How You Get There

We believe values matter, and we live by ours every day.

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Our Team


For more than twenty years I've been helping my clients develop strategies for pursuing their financial goals. I hold...

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...

Latest Blogs

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...