Our Family
Chris Jennings, CFP®
Investment Advisor Representative
602-200-5106
Francisco Tort
Investment Advisor Representative
"Be Smart, live well and take care of everyone"
Jacque Flindall, CFP®
Investment Advisor Representative
"Embracing the act of balance allows us to achieve peace, freedom and an overall happier, healthier life."
Jodie Gallovich
Senior Vice President and Investment Advisor Representative
“Balance in all things is what keeps us motivated and sane.”
Joseph Strecker
Investment Advisor Representative
602-200-5114
Joseph Strecker is a skilled financial advisor with four years of industry experience and a decade-long military background. He excels in providing comprehensive financial planning and investment strategies to his clients. Drawing upon...
Mike Melby
Investment Advisor Representative and Chief Investment Officer
“Successful investing is the constant need to replace fear and greed with perspective, context, and patience.”
Peyton Gallovich
Investment Advisor Representative
"Taking the rocket science out of financial planning"
Tracy Cuda
Senior Vice President and Investment Advisor Representative
"Education is the first step in achieving financial independence."