Our Team

Create your Legacy

We make a serious commitment to each client building lifelong partnerships as we work together to realize your goals. Our methodical process is designed to produce optimal outcomes with our Wealth Management and our Investment Management services.

Our comprehensive personalized approach begins by laying a foundation in our Lifestyle Plan then building on this foundation with Estate planning and Asset Protection planning customized to your investment objectives. Every portfolio adheres to a clear asset allocation strategy, strict fund selection parameters, and a risk management discipline designed to deliver expected returns for your comfort with risk.

With over 16 years in the financial services business, Mick has had the privilege of assisting hundreds of families seek the most appropriate use of financial products and services in their quest to reach their specific goals.

He believes in the importance of helping clients focus on life issues that are significant to them. His mid-western background is apparent with his plain and simple approach to coaching his clients along the path of their financial journey.

He focuses on employing a disciplined process to help clients understand their long-term investment objectives and risk tolerance, determine the appropriate asset allocation and diversification strategy, select the most appropriate money management style and measure portfolio performance. 

Dan is a Senior Financial Advisor.

He holds the Financial Industry Regulatory Authority (FINRA) licenses of Series 6,63,7 and 65 and he's licensed in the state of Arizona in life, health and disability insurance. 

He entered into the investment field in 1986 and is a L.U.T.C. graduate as well as a member of the Financial Planning Association. 

 Cheryl Russom moved from Yuma to Tucson to stay with her oldest daughter and a cat named Sameena. She has over twenty years of office experience and is dedicated to assisting our clients with efficiency and a friendly smile.