

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Employee Stock Options
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Employee Stock Options
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Hiking
- Animal Rescue
- Traveling
- Camping
- ATVs
Team Members
Lori TalleySr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 01:00PM |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(928) 634-8686Fax
(877) 222-2876Office Address
782 Cove PkwyCottonwood, AZ 86326opens in a new window
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