Richard Schaefer

Richard Schaefer, AWM

Senior Vice President - Branch Director, Senior Portfolio Director Group

520-615-4324 520-235-4612
Email |
Bobby Present

Robert Present

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

520-243-0249 520-243-0249
Email |
Gustavo Corte

Gustavo Corte, CFP®

First Vice President - Financial Advisor, Senior Portfolio Director Group

520-615-4318 520-246-0570
Email | | |
Doug Mance bio photo

Doug Mance, AWM, CFP®

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

520-615-4337 520-237-9693
Email |
Kathe Simmonds

Kathe Simmonds, APP

Branch Service Manager - Senior Registered Client Associate

520-615-4347 520-909-2674
Ruben Valencia

Ruben Valencia

Client Associate

520-615-4348 520-658-0996
Ana Grant bio photo

Ana Grant

Registered Client Associate

520-615-4342 520-965-8972
Courtney Whitley

Courtney Whitley, MSF

Associate Financial Advisor

520-615-4369 520-909-2441

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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.

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