Roles & Responsibilities

Our team works together with purpose and precision; explore each member’s role to understand how we collaborate to deliver comprehensive, client‑centered financial guidance.

Deenna Schunk-Peru, CRPC®, Financial Advisor | Vice President

Financial Planning

Retirement Income Planning

Tax Planning

Estate & Legacy Planning

Education Planning

Investment Consulting

Insurance Evaluations

Charitable Giving

Call: 520-615-2022

EMAIL

Jennifer Mills, Financial Advisor | Senior Vice President

Financial Planning
Retirement Income Planning
Tax Planning
Estate & Legacy Planning
Education Planning
Investment Consulting
Insurance Evaluations
Charitable Giving

Call: 520-615-2015

EMAIL

Kimberly Didra, Financial Advisor

Financial Planning

Retirement Income Planning

Tax Planning

Estate & Legacy Planning

Education Planning

Investment Consulting

Insurance Evaluations

Charitable Giving

Call: 520-615-2026

EMAIL

Danielle Anderson, Client Assistant Operational

Money Movements (ACH, Checks, Wire, Transfers)
Required Minimum Distributions
Qualified Charitable Distributions
Account Paperwork/Forms
Name/Address/Phone Number Changes
Beneficiary Changes
Baird Online Access
Statements & Tax Documents

Call: 520-615-2016

EMAIL

Sue Clarke, Senior Client Specialist Operational

Money Movements (ACH, Checks, Wire, Transfers)
Required Minimum Distributions
Qualified Charitable Distributions
Account Paperwork/Forms
Name/Address/Phone Number Changes
Beneficiary Changes
Baird Online Access
Statements & Tax Documents

Call: 602-224-4911

EMAIL

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