We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

  • Our main office is in East Mesa just 1/2 mile north of the Red Mountain Loop 202 Freeway at Power and Thomas Roads.
  • Go north of the freeway on Power Road, turn left on Thomas Road, and then turn right at the second driveway into Zahara Professional Offices.
  • Office hours: Weekdays 7:30am to 4:00pm (closed normal market holidays).
  • We also maintain a satellite office in Tucson.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.