A financial plan with the right investments that fits your life goals

For three generations—all with the same full-service securities firm—the Boulware Investment Group has helped families like yours achieve their financial goals. We strive to provide our clients with peace of mind and a long-term relationship through the experience of a multigenerational family practice.

John C Boulware

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


John Boulware Jr. retired from his duties as a pilot in the US Marine Corps after reaching the rank of Lieutenant Colonel. He then joined his father, who had founded the Boulware Investment Group in 1974, at the firm now known as RBC Wealth Management. The conservative discipline learned as a career Marine has been an essential element in his ability to guide clients through the extremely difficult markets experienced over the last two decades.

John holds a degree in economics from the University Of North Carolina at Chapel Hill, a degree in accounting from the University of West Florida and a Masters of Business degree with a specialty in finance from Chaminade University where he graduated first in his class. John has also passed the Series 7, 63 and 66 exams as well as the Arizona State Insurance exam. In 1989, John took over the sole responsibility of managing the family business from his father.

In the years that John has worked at RBC Wealth Management he has developed his business into one of the most successful in the company. He has been designated as a Senior Vice President - Financial Advisor and has been selected as a member of the Chairman’s Council, which includes the top 150 of our financial advisors based on production, for 20 straight years. John has built his business serving as a wealth manager and estate planning consultant for successful individuals. Currently managing assets valued at over 200 million dollars, John has helped generations of clients reach their investment goals. Utilizing a conservative investment philosophy, he designs the appropriate investment strategy for each individual client.

Shea Boulware

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

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I started my career in the financial industry in 1998 at age 21 at AIG SunAmerica in Los Angeles, California. At SunAmerica I assisted Financial Advisors from various brokerage houses across the country with solutions related to annuities and 401k. Promoted twice, I rose to the position of Key Account Executive traveling country-wide marketing and coordinating SunAmerica's presence at National Brokerage houses, earning several awards for exceptional performance.

By 2005 I was tired of the traffic and the cost of living in Southern California and was offered a position with another large insurance company, The Hartford. This new position was based in Arizona which brought me closer to my family. I thoroughly enjoyed working for The Hartford because the position allowed me to conduct client seminars and strategize with individual investors about guaranteed retirement income in Arizona, New Mexico, and Nevada.

In 2009, with twelve years of investment experience, I was given the opportunity that my career up to this point had prepared me for and joined my father at RBC Wealth Management as a financial advisor. In 2014 I completed the Focus Advisor Training program and was approved as a RBC Focus Advisor which allows me to create investment portfolios on a discretionary basis. It is my goal help individuals, families, and small business owners prepare for financial milestones by creating Wealth Plans which goes way beyond a simple investment portfolio.

In 2018 I was recognized as one of the Top Female Advisors in the country in Working Moms Magazine and in 2019 I was listed "Best-In-State" by Forbes/SHOOK research.

When I am not in the office I am a mother of boy/girl twins and a wife of a Tax Attorney. Our lives are full and blessed. We are active members of Desert Springs Bible Church and enjoy hiking as a family, yoga, and fine wine.

Carrie W Hamen

Senior Registered Client Associate


Carrie graduated from Northern Arizona University in 1988 with a bachelor’s degree in finance. After graduation, Carrie started working with an independent CERTIFIED FINANCIAL PLANNER™ and acquired her Series 7 license and life insurance licenses. She also gained valuable industry experience at Merrill Lynch and UBS Piper Jaffray. Carrie joined the Boulware Investment Group at RBC Wealth Management in April of 1999 and has helped strengthen the team through her dedication to clients.

Tommi Overfield

Senior Client Associate


Tommi joined RBC Wealth Management in 2014 and the Boulware Investment Group in January 2017. Prior to joining RBC Wealth Management, for 24 years Tommi had many responsibilities at Wells Fargo Advisors as a client associate, operations supervisor and legal clerk. She has the unique ability to organize administrative processes to make the client experience as smooth and simple as possible as well as a high level of service for all her clients. With Tommi’s experience, she is a great asset and an integral part of our day-to-day operations. 
Tommi enjoys spending time with her children and grandchildren. She loves gardening and the outdoors, including hiking, camping and traveling to new places.

Other locations to meet

RBC Phoenix
2398 E. Camelback Rd., Suite 700
Phoenix, AZ 85016

RBC Scottsdale
6710 N. Scottsdale Rd., Suite 150
Scottsdale, AZ 85253