Richard Schaefer

Richard Schaefer, AWM

Senior Vice President - Branch Director, Senior Consulting Group

520-615-4324
Email |
Bobby Present

Robert Present

Senior Vice President - Financial Advisor, Senior Consulting Group

520-615-4338
Email |
Gustavo Corte

Gustavo Corte, CFP®

First Vice President - Financial Advisor, Consulting Group

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

Doug Mance, AWM, CFP®

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

520-615-4337
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
Ana Grant bio photo

Ana Grant

Registered Client Associate

520-615-4342
Courtney Whitley

Courtney Whitley

Registered Client Associate

520-615-4369

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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.

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