Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Carolyn Adams
Registered Assistant to Tracy Cuda & Jodie Gallovich
602-200-5135
Chris Jennings, CFP®
Wealth Advisor
Chris joined CUE Financial Group in October of 2022 from a large investment management firm, where he gained a diverse range of experiences. His journey into the world of financial planning is a unique one, driven by a deep desire to...
Francisco Tort
Wealth Advisor
Jodie Gallovich
Senior Vice President
“Balance in all things is what keeps us motivated and sane.”
Joseph Strecker
Financial Advisor
Joseph Strecker is a skilled financial advisor since 2019 and a decade-long military background. He excels in providing comprehensive financial planning and investment strategies to his clients. Drawing upon his military service,...
Kalli Bishop
Client Service Associate
Kalli Bishop joined the CUE Financial Group team in 2023 and serves as a key member of the client experience team. As the primary point of contact for many of our clients, she plays an integral role in scheduling, processing...
Melissa Greenwood, CFP®
Wealth Advisor
Melissa Greenwood, CFP®, a CERTIFIED FINANCIAL PLANNER Practitioner, brings over 15 years of experience in the financial services industry to the advisory team. Graduating with a finance degree from Arizona State University's WP Carey...
Mike Prior
CEO with PFG Advisors
Mike Prior is the founder and CEO of Priority Financial Group (PFG). CUE Financial Group is a dedicated advisor team within the PFG organization
Patrick LeFevre
Wealth Advisor
Patrick LeFevre joined the advisory team in 2025, bringing over a decade of experience in the wealth management industry. Prior to joining CUE, he spent nearly three years at Merrill Lynch, where he successfully managed a diverse...
Tracy Cuda
Senior Vice President
"Education is the first step in achieving financial independence."
Client Centered
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.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.