Tucson, AZ
Meet Our Advisory Team
6760 North Oracle Road, Suite 130, Tucson, AZ, 85704, USA
Our Tucson-based financial advisors offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience working with business owners and entrepreneurs and specialize in serving retirees and pre-retirees in Southern Arizona.*
Our Tucson Advisory Team
Managing Directors
Andrew Reinhardt, CFP®
Partner, Managing Director
Andrew Saltzman, CFP®
Managing Director
Brian Coughlan, MBA, MSIM
Partner, Managing Director
Bruce Meyer, JD, LLM
Partner, Senior Managing Director
Chris Palermo, CFA®, CFP®
Partner, Managing Director
Landen Lunsway, CFP®
Partner, Managing Director
Wealth Advisors
Andrew Saltzman, CFP®
Managing Director
Beckie Tornabene
Wealth Advisor
Brian Plowman, CFP®
Senior Associate Wealth Planner
Cassandra Thornock, CDFA®, CFP®
Wealth Advisor
Coby Cress, CFP®
Wealth Advisor
David Smith
Associate Wealth Advisor
Eric Newby, CFP®
Senior Wealth Advisor
Grant Lyon, CFP®
Regional Director, Wealth Advisor
Hunter Shaw
Associate Wealth Advisor
Jack Thomas, CFP®
Wealth Advisor
Jake Heisler, CFP®
Wealth Advisor
Karlie Achenbach
Associate Wealth Advisor
Kenneth Kann, MBA
Regional Director, Wealth Advisor
Matt Armistead, CFP®, CIMA®
Senior Wealth Advisor
Meryl Feys
Associate Wealth Advisor
Robyn Gerke, CFP®
Senior Wealth Advisor
Ryan Quigley, CFP®, CRPC®
Wealth Advisor
Taylor McMain, CFP®
Associate Wealth Advisor
Client Service and Operations
Andrew Wood
Operations Manager
Ann Pickrell
Senior Relationship Manager
Azita Jalali
Senior Relationship Manager
Brennan Andrews
Office & Business Support Manager
Dan Stedman
Client Service Associate
Kelsey Hudson
Senior Relationship Manager
Mari Bowidowicz
Client Service Associate
Wendy Rodriguez
Senior Relationship Manager
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Tucson team if we can be of service.
*Client Meeting Location – By Appointment Only
This location is intended solely for client convenience and meeting purposes. It is not a staffed office, and no employees are based here. In-person meetings are available by appointment only.