Life can be complicated! Your financial strategies don’t have to be... Do you have a process in place to manage all your financial decisions? When did you last review your progress toward your goals? How do you prioritize your goals? What specific strategies have you implemented for your family’s situation?

Our clients matter most to us. My branch office administrator, Sherri Promutico, is a ray of sunshine in our office. Most clients call just to speak to her and help make their day a little brighter. We have a great working relationship and strive to provide the best personalized service for our clients. Our team strives to understand what’s important to you and your family. We partner with you to help you reach your personal goals by building personalized strategies to help protect what is most important to you. We are thriving when our clients are busy checking off their bucket list items and thoroughly enjoying their retirement years!

I am privileged to be a part of this community and believe in serving where I can. Currently, I serve on the Webb Center Board and as a leader at our local church. Previously, I have served as a member of the Wickenburg Town Council and a board member for the Wickenburg Chamber and the Humane Society of Wickenburg. Though, one of the most rewarding positions has been serving as coach of my children’s soccer teams over the years.

I grew up in Southern Idaho and went on to proudly serve my country as an Explosive Detection Dog Handler in the U.S. Army. I enjoyed working with dogs so much that I continued on that career path, working with K9s in the private sector for several more years. On numerous occasions, I had the privilege of serving on security details for more than one U.S. President. That passion for analyzing the strengths and vulnerabilities of a situation has never been lost. Now, I take that same value and concern in analyzing the portfolios of my clients.

Being actively involved in the community of Wickenburg has brought me much happiness, but my greatest happiness is the time spent with my family; my beautiful wife, Alyssa, and our three children: Brychan, Kehlton and Jessalyn.

Please feel free to reach out to me when you see me around town. Or, better yet, just contact us. Our team would love to meet with you and help in writing the next several chapters of your story!

Focus areas

  • Retirement Savings Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Military Professionals & Veterans
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • History and Museums
  • Cooking
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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