For more than twenty years I've been helping my clients develop strategies for pursuing their financial goals. I hold...
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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.
How You Get There
We believe values matter, and we live by ours every day.
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.
Parker was born and raised in Tucson and is a third generation Salpointe graduate. He graduated from Salpointe in 2015...
Lupita Hi-O’Connell earned her degree in Accounting from University Autonomous of Tamaulipas, Mexico. She also attended...
As Practice Manager, Glenda’s role is concentrating on efficient functioning of the operational aspects of the office...
Tavia was born in Texas and moved to Arizona. She earned her Business Associates Degree at Pima Community College and...