Broker Check

Thank You

Thank you for scheduling your Complimentary Consultation! 

We are looking forward to meeting with you for your upcoming meeting. You will receive an email confirming the date and time. We encourage you to use the link in that email to add the meeting to your calendar. 

For your meeting to be the most beneficial, please have available: 

  • Your spouse or partner (if applicable) 
  • Your most recent financial statements and/or investments
  • Your last year’s tax returns
  • Any other pertinent information 

Our first priority is getting to know you to learn how can help. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

You will be receiving an email to set up your personalized Wealth Management Portal to help us get to know you before our scheduled meeting. The email will walk you through setting up your user name/login and answer a brief 5-10 minute questionnaire.  

If you would like to contact us before your appointment, you can reach us by calling us at 480-463-5433 or email