In 2023, we are actively pursuing growth opportunities, both through welcoming new advisors to our team or by acquiring business. In all areas, we seek individuals and companies compatible with our firm’s culture, code of ethics, and investment/financial planning philosophies.

I have worked in the financial services industry since 1991 as an investment advisor and in high-level trading and managerial positions. I’m a Certified Financial Planner™ practitioner and Accredited Investment Fiduciary®. In 2003, I founded Perspective Financial Services, LLC. Based in Phoenix, the firm currently employs six people and has $225M assets under management. Our clients range from young, novice investors to more seasoned individuals with sizeable portfolios.

Through long-term relationships based on two-way communication and proven investment strategies, Perspective Financial assists clients in successfully managing their finances and realizing their dreams. As an independent, fee-only RIA firm, we explore a variety of options and consider a wide range of products to develop solutions that are in our clients’ best interest. We never receive third-party compensation or commissions on the products we recommend. Perspective provides four broad categories of ongoing support called our Core Client Services. Each is designed to meet the needs of people in distinct phases of life. We embrace leading-edge technology and a paperless operation, to effectively meet the evolving needs of our clients.

Perspective Financial has been identified as one of the top-rated advisors and financial planners in Phoenix and Scottsdale by AdvisoryHQ for the past five years. AdvisoryHQ’s independent researchers and reviewers highlight our flexibility and comprehensive approach, as well as our online tools and fiduciary commitment. During our firm’s history, it has twice been included in Financial Advisor magazine’s “Top RIA Survey” ranking and in the Phoenix Business Journal’s list of top independent investment advisory firms. I have been tapped by Schwab Advisor Services many times to share technology and practice management insights. I speak at a variety of industry conferences, webinars and round-tables, such as T3 Advisor Conference and Schwab Impact.

Our firm’s culture centers on independence, flexibility and life/work balance. We’re moms, dads, sons and daughters. We’re passionate about our work and motivated by our personal pursuits – just like the clients we serve. Our team of seasoned professionals is dedicated to serving others, both in their careers and in the community; they volunteer regularly and are board members for a variety of nonprofit organizations. This collective experience creates a broad pool of knowledge and viewpoints within our office. Each of us has unique talents and specific functions that come together to provide broad-based, high-quality, personalized service.

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