

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies

Certifications
CFP®
Certified Financial Planner™
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Fax
(888) 432-1026Branch Team
- Julie Pettera
- Sr. Branch Office Administrator
- Michele Powers
- Branch Office Administrator
Branch Team
Office Address
2680 S Val Vista Dr Bldg 2Ste 106
Gilbert, AZ 85295opens in a new window
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More