Richard Schaefer, AWM

Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus

520-615-4324
Email |

Vance L. Falbaum, AWM, CIMA®, MLS

Managing Director - Financial Advisor, Senior Consulting Group

520-615-4339
Email |

Robert Present

Senior Vice President - Financial Advisor, Senior Consulting Group

520-615-4338
Email |

Aaron Crowley, CFP®, CLU®, CPWA®

Financial Advisor, Senior Consulting Group

520-615-4327
Email |
520-299-3671

Gustavo Corte, CFP®

Associate Vice President - Financial Advisor, Consulting Group

520-615-4318
Email | | |

Kathe Simmonds, APP

Branch Service Mgr/Sr Registered Client Assoc

520-615-4347

Paula Weese, APP

Vice President - Senior Investment Associate

520-615-4340

Edna Crawford

Client Associate

520-615-4369

Ruben Valencia

Client Associate

520-615-4348

Shelly Stewart

Client Associate

520-615-4325

Our team

We serve as our clients’ trusted advisor and comprehensive resource; achieving their goals now and for generations to come.