About Us

<strong>About Us</strong>

We are a team of LPL Financial Wealth Advisors located in OneAZ Credit Union branch offices across the great state of Arizona.

No one strategy fits all, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and respond as situations occur.

Find a OneAZ Wealth Advisor located in a OneAZ Credit Union branch near you.

<strong>Our O.P.M. Approach to Wealth Management</strong>

Our O.P.M. Approach to Wealth Management

The member engagement path will follow a 3-step continuous approach, led by your advisor in managing your finances:


1. Organize Your Financial Data by setting and reviewing objectives and goals.

2. Plan and Project Scenarios in proposing and initiating recommendations.

3. Monitor and Manage Process towards your goals and objectives.

Locate A OneAZ Wealth Advisor Near You:

OneAZ Wealth Management Service Associates

What We Do

Our goal is to get to know you and understand your needs, desires, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today from managing debt to saving for college and retirement. Personal financial challenges can be overwhelming. We commit to using all our available resources to provide the guidance you need to pursue your goals.

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