Broker Check


Whether it’s discussing non-financial topics such as cyber-security or keeping up with economic, market, planning, and tax trends, our firm is dedicated to providing valuable information to our clients. Informed investors make better financial decisions.  If you are able to attend and/or are bringing a guest, we’ll be happy to save a seat for you.


Upcoming Events

January 8, 2020 - December 31, 2020

9:30a - 10:30a

Mimi's Café | 8980 E Shea Blvd | Scottsdale, AZ 85260

Monthly Coffee Club

Join us for our monthly coffee club every 2nd Wednesday of the month. We will talk about the market as well as many other important topics that are relative to present day. As always, breakfast is on us and please feel free to bring family, friends, or guests. The monthly coffee club meets at Mimi’s Café on Shea Boulevard at 9:30AM. We look forward to seeing you there!

Past Events

January 15, 2020

11:00a - 12:00p


Webinar: Guide to the Markets®

Learn about the current state of the marketplace in a presentation titled, Guide to the Markets®

Event Registration

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