Associates

 
  • Philip Kim, CFP®, ChFC®, CLU®, RICP®

    Philip Kim, CFP®, ChFC®, CLU®, RICP®

    Founding Member, Managing Director

    Scottsdale,AZ
  • Patrick Chaboya

    Registered Representative

    Tucson,AZ
  • Daniel Dales

    Daniel Dales

    Senior Partner, Retirement Planning Specialist

    Tucson,AZ
  • Kelsey Farrell

    Kelsey Farrell

    Financial Consultant

    Scottsdale,AZ
  • Julie Maxwell

    Julie Maxwell

    Director of Business

    Scottsdale,AZ
  • Cameron McHale

    Cameron McHale

    Financial Professional

    Scottsdale,AZ
  • Jonathan Rankin

    Jonathan Rankin

    Financial Consultant

    Tucson,AZ
  • Yvonne Tena

    Yvonne Tena

    Administrative Assistant to Daniel Dales

    Tucson,AZ