Deenna Schunk-Peru, CRPC®
Financial Advisor
520-615-2099
Deenna provides sound financial advice and value-added service to investors – always striving to build long-term relationships based on mutual trust and respect...
Jennifer Mills
Financial Advisor
520-615-2099
With over 25 years of experience in the financial services industry, Jennifer specializes in assisting clients with comprehensive wealth management, including retirement planning, wealth transfer, and investment management.
Kimberly Didra
Financial Advisor
520-615-2099
Kim understands that financial matters can be overwhelming, but it's her goal to offer a perspective and partnership with individuals and families to craft personalized plans that provide a sense of peace and security...
Danielle Anderson
Client Assistant
520-615-2099
Danielle brings with her a strong background in client-facing roles and holds a BA in Communication from the University of Arizona. Her philosophy is to put the client first with integrity. Danielle is passionate about supporting our...
Sue Clarke
Senior Client Specialist
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.