$535MM AUM | $4.9MM GDC in
We are the largest independent practice with Ameriprise Financial in the state of Arizona and on the Barron's "Top 1200 Financial Advisors" list for 2016 and 2017. Also, we are #17 in Arizona on the Barron's State-by-State Rankings list. Our goal is to expand, mainly in Arizona, but with interest for expanding into the western United States, as well. We are based out of Peoria, in the Phoenix area, but have a location in Tucson, as well. We are a 16-person team of 8 advisors and 8 support staff.
Through various methods, we would love to assist retiring advisors begin the next chapter of their life in a way that is as stress-free and seamless as possible. Whether it's through an acquisition, transitioning a practice/book to Ameriprise, or getting in place a buyout agreement (in order to protect advisor's family members in the face of an unforeseen event), we will responsibly and diligently plan for the benefit of all parties involved.