Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

Honored to be an award recipient

I am very proud to be recognized as one AdvisorHub's Advisors to Watch in 2022 and a Forbes Best-In-State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

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Bill Herf, CFP®

Bill Herf, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

480-609-4922
Email |

Nicole Carr

Senior Investment Associate

480-609-4912

Market Updates

Global Insight U.S. Recession Scorecard

September 7, 2023 - RBC Wealth Management

Global Insight U.S. Recession Scorecard

Read more (US Recession Scorecard)

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5 Timeless Financial Tips from Greek and Roman Philosophers

This fascinating article explores money matters from Greek and Roman philosophers. From Epictetus to Plato, their insights on wealth, frugality, and financial well-being still resonate today.

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Extending our most heartfelt thank you to all the heroes at home, whose spouses have made sacrifices to protect our way of life and freedom. We are thinking of you today and want you to know that you are truly appreciated. #MilitarySpouseAppreciationDay

3 Lifestyle Changes for Clients Who Are New to Wealth - Aquilance

Extend your wealth with these three simple lifestyle changes. Learn how: https://aquilance.com/3-lifestyle-changes-for-clients-who-are-new-to-wealth/

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