I run a client-centered practice, focusing on what matters to you at each stage of your life. I partner with our clients' CPAs and attorneys as needed to design and implement a personal strategy for financial fulfillment.
I have been partnering with clients to solve their needs and goals for over two decades. I enjoy our clients and celebrate their successes along the way! When we partner together, you are choosing to plan and enjoy life's journeys, those we hope for and those we need to plan for.
I graduated magna cum laude in finance and economics from Grand Canyon University and hold my AAMS® professional designation from the College for Financial Planning. I have two lovely yet feisty fur babies, and have served on the board for nonprofit organizations, working tirelessly to make a difference in our world. My husband of over 20 years shares my mission of making a difference and serving our clients as a fellow Edward Jones financial advisor.
My goal is to provide the most ideal client experience that I can. I am so fortunate to partner with the people who make up our client family, and I hope you will join us as well.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Animal Rescue
- Hiking
- Mountain Biking
- Skiing
- Traveling
Personal Interests
- Animal Rescue
- Hiking
- Mountain Biking
- Skiing
- Traveling
Office Information
Phone Number
Tricia R Pickering at (623) 933-1775Branch Team
- Jill Caldwell
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Jill Caldwell
- Branch Office Administrator
Branch Team
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