

Focus Areas
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Employee Stock Options
Focus Areas
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Employee Stock Options
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CEPA®
Certified Exit Planning Advisor®
Team Members
Sarah LujanRegistered Branch Associate
Ramie GibbsSr. Branch Office Administrator
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* 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 - 03:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(520) 885-6060Fax
(888) 413-8089Office Address
7451 E Broadway BlvdTucson, AZ 85710opens in a new window
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