Our Advisors

At our firm, we have the client—and only the client—in mind.

Pursue your goals with the professional guidance of your Wealth Advisor.

With offices all over the great State of Arizona, we are fortunate to have a team of Wealth Advisors with diverse backgrounds, education and experience. We know that making long-term decisions about money can be difficult and even a little intimidating. So many people turn to Wealth Advisors for help with making financial preparations for their future.

There is no one size fits all strategy, which is why we are committed to our process. We develop relationships with our clients and tailor our advice to your unique situation. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Northern Arizona

Torrey Jewett, CRPC®

Wealth Advisor

(928) 649-7314


Covering the following branches:

  • Prescott Valley
  • Prescott - Gurley St
  • Prescott - Gail Gardner Way
  • Chino Valley
  • Cottonwood
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Central Arizona

Robert E. Nichols, AIF®

Wealth Advisor



Covering the following branches:

  • Corporate Office at Pinnacle Peak, Phoenix
  • East Flagstaff - Hwy 89
  • Sedona - Roadrunner Dr
  • Flagstaff - Beaver St
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Michael Sammons, CRPC®

Wealth Advisor

(602) 467-4009


Covering the following branches:

  • Phoenix - Happy Valley Rd
  • Glendale - Union Hills Dr
  • Glendale - ASU West
  • Scottsdale - Scottsdale Rd
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Michael Kincaid, CRPC®

Wealth Advisor



Covering the following branches:

  • Phoenix - Monroe St
  • Gilbert - Guadalupe Rd
  • Gilbert - Queen Creek Rd
  • Tempe - Southern Ave
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Southern Arizona

Tammy Paquette

Wealth Advisor

(520) 784-5080


Covering the following branches:

  • Safford - Main St
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Don Amico

Wealth Advisor

(520) 784-5149


Covering the following branches:

  • Tucson - Alvernon Way
  • Tucson - Oro Valley
  • Tucson - Oracle Rd
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Client Centered

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.

Contact Us