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

David J. Williams, CFP®, AAMS®

Vice President

(928) 778-9151

David has a B.S.B.A. in Finance from Northern Arizona University. Upon completion of his degree, he entered the financial services industry in 2009. David began his career with Charles Schwab & Company, where he assisted clients with...

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William D. "Bill" Williams, ChFC®, CLU®, LUTCF®


(602) 264-4833

Bill Williams is a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®). He received his Life Underwriters Training Council Fellowship (LUTCF) from the National Association of Insurance and Financial...

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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.