Richard Schaefer

Richard Schaefer, AWM

Senior Vice President - Branch Director, Senior Consulting Group

520-615-4324
Email |

Robert Present

Senior Vice President - Financial Advisor, Senior Consulting Group

520-615-4338
Email |

Gustavo Corte, CFP®

First Vice President - Financial Advisor, Consulting Group

520-615-4318
Email | |
Kathe Simmonds

Kathe Simmonds, APP

Branch Service Mgr/Sr Reg Client Assoc

520-615-4347
Ruben Valencia

Ruben Valencia

Client Associate

520-615-4348

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Our team 

We strive to deliver the highest possible standard of professional service and are dedicated to providing our clients and prospects a high level of expertise. We will be there to help define and navigate your future while providing ongoing stewardship and advice along with the exceptional service you deserve.

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields